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Creating a Security Category

Organize your security roles by creating and assigning roles to security categories. Note that you need access to the security permission settings in order to add categories.

To create a security category

1. Open the Categories register from the appropriate work area.

For information on the contents of each Categories register and which one to use, see "About the Categories Register".

2. Click New.

A blank security category document appears.

3. Complete the following required information:
• Name: The name of the category.
• Description: Type a brief description of the roles assigned to this category.
• Exclusive: Select Yes or No to indicate whether the category is exclusive.
  
  If a category is marked exclusive, users in this category can only be assigned a role that is listed in the Role Set. If a category is not exclusive, users can be assigned any role defined in Proliance.
4. Under the Role Set section, click Add Lines and then select the category's roles.

These are roles that can be given to users associated with this category. You can add as many roles as you like.

5. Under the Principal Set section, click Add Lines and then select the principal roles from the list.

These roles are automatically given to users when they are associated with this category. All roles in the Principal Set must be added to the Role Set.

6. Click Save when done.

Proliance saves the new category. This category is now available to be assigned to accounts.