Set up security categories

Security categories

Categories are used for an aggregation in the Process roles maintain module. You can define categories that help you save a new role under a given work stream or department. We strongly recommend that you complete this setup correctly. In this way, you help reduce the development costs when security upgrades are required.

There are two ways to create a category:

• Create a new category from scratch.
• Import an existing category from a different company.

Create a new category

To create a new category from scratch, follow these steps.

1. Go to System administration > Security governance > Security category.
2. Select New.
3. Set the Name field.
4. Optional: Set the Company and Description fields.

   Because the security category is a global object, setting a company doesn't limit its availability to that company alone; it remains accessible to other companies as well.

5. Select Save.

Import an existing category

To import an existing category, follow these steps.

1. Go to System administration > Security governance > Security category.
2. Select Import.
3. Expand the Parameters section.
4. Use the Browse button to provide the file path of the attachment.
5. In the Type dropdown, select one of the following values:
   • User security governance - This option impacts the process roles under security governance module and it doesn't impact the security configuration.
   • Security configuration - This option impacts the security configuration under core platform and not the process roles under security governance module.
   • Governance + Configuration - This option impacts both the security governance and security configuration under the core platform.
6. Select OK. A message bar indicates whether the import was successful or failed.