Customize and manage Journey Accelerator plan headers

Create customized plan headers for different plan types based on user roles.

Before you begin

Role required: sn_ja.admin

About this task

Journey Accelerator plans use three different roles:

• Manager
• Employee
• Mentor

You can customize the plan header for each role. Customizations include role-based permission, customizing field labels, and setting role-based plan preferences. Plan header fields are available in the Journey Accelerator Plan [sn_ja_plan] table.

Procedure

1. Navigate to All > Journey Accelerator > Manage Plan Header Configuration and click Default for employee.

   The default header configuration for the employee role has these fields configured:

   • Plan created by
   • mentor
   • Click mentor.

2. In the Custom label field, enter buddy to replace mentor.

   Note: A custom field header can only be used for one mentor field. You can customize the mentor field for either Mentor can view or Mentor can edit.

3. Click Update to save the changes to the mentor field.

4. Click Update again to save the changes to the header configuration.

   The text This person's mentor is changed to This person's buddy. This change applies to only the header view of the employee role. Field labels are unique to each role.

   The changes are available to use in Journey Accelerator Plan Types.

Related topics

Create and manage Journey Accelerator plan types