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Editing a Security Category

After creating a security category, you can edit it to ensure it has the correct roles assigned to it. Note that you need access to the security permission settings in order to edit categories.

To edit a security category

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

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

  2. Select the category to open.
  3. Click Edit.
  4. Make the necessary edits. Please refer to the following for more information on the fields for each page:

    5. Headings marked with an asterisk (*) or highlighted fields are required. For more information, see "About Required Fields".

  5. Click Save.

    6. Proliance saves the changes. The changes take effect immediately. If a user assigned to the category is currently logged on, the change will take effect the next time the user's screen is refreshed.