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December 23, 2023

12/23/2023 08:51:00 PM

 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.
 
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