Here are the steps to create user categories in Oracle Fusion ERP
For more information on user categories Oracle Cloud ERP user Categories
1. Access Security Console:
- Log in to your Oracle Fusion ERP environment as a user with appropriate security permissions.
- Navigate to the Security Console. This is typically found under Tools or Setup and Maintenance, depending on your user interface.
2. Create New Category:
- Within the Security Console, locate the User Categories tab.
- Click the Create button to initiate the process of creating a new category.
3. Define Category Details:
- Category Name: Enter a descriptive and unique name for the category to easily identify its purpose.
- Description: Provide an optional description to elaborate on the category's intended use and the types of users it encompasses.
- Next URL: Optionally specify a URL to redirect users to after they successfully log in. This can be useful for guiding users to a specific landing page or application area.
4. Configure Password Policy (Optional):
- If desired, set specific password requirements for users within this category:
- Minimum length
- Complexity rules (e.g., combinations of letters, numbers, symbols)
- Password expiration and reuse restrictions
5. Enable Notifications (Optional):
- Choose whether to send email notifications to users in this category regarding password expiration or resets.
6. Save Changes:
- Click Save and Close to finalize the creation of the user category.
7. Add Users to the Category (Optional):
- If you want to assign existing users to the newly created category, follow these steps:
- Navigate to the Users tab within the Security Console.
- Search for and select the users you want to add to the category.
- Click Edit and locate the User Information section.
- Select the newly created category from the User Category dropdown list.
- Click Save and Close to apply the category assignment.
Additional Considerations:
- Review and Customize Default Category: Oracle Fusion ERP provides a default user category. It's recommended to review its settings and adjust them as needed to align with your organization's security policies.
- Plan Categories Strategically: Carefully consider the different user groups and access needs within your organization to create categories that effectively manage permissions and security.
- Align with Business Processes: Ensure user categories align with your business processes and workflows to provide users with appropriate access to the information and functions they require.
- Stay Updated: Oracle's documentation may provide additional details or updated procedures, so it's always best to refer to the official Oracle Cloud ERP documentation for the most accurate and current instructions.