4.6 Creating and Assigning Categories

Identity Governance allows you to set up categories to organize applications, permissions, business roles, and technical roles. You can define these categories in Identity Governance and assign them to entities. You can also customize your categories and assignments offline and upload them in bulk, and you can export a JSON file, edit it, and import it.

  1. Log in to Identity Governance as a Customer, Global or Data Administrator.

  2. Select Configuration > Categories.

  3. To add new categories, select + and specify a name and description for the category.

  4. Assign the category to entities:

    1. Select + next to Assign entities.

    2. Select the entity type and then select specific entities to assign the category to.

    3. When you have selected all the entities, select Add. A tab for each entity type with list of entities is displayed.

    4. Select and remove the category assignment, if needed.

    NOTE:You can also assign categories to permissions, applications, or technical roles in the Catalog by editing an entity.

  5. Select Save and then close the window.

  6. (Optional) Export categories and category assignments to edit file and import changes.

    1. Select Export Categories.

    2. Type description.

    3. Select Export Category Assignments

    4. Click Download.

    5. Select the download icon on the top title bar to access the saved files and download the files.

    6. After you have edited the file, select Import Categories to import the file.

      NOTE:Use the entity import feature to import entity with category reference.