Add Users to a User Category

Using the Security Console, you can add existing users to an existing user category or create a new category and add them. When you create new users, they're automatically assigned to the default category.

At a later point, you can edit the user account and update the user category. You can assign a user to only one category.

Note: If you're creating new users using Security Console, you can also assign a user category at the time of creation.

You can add users to a user category in three different ways:

• Create a user category and add users to it

• Add users to an existing user category

• Specify the user category for an existing user

Note: You can create and delete a user category only using the Security Console. Once the required user categories are available in the application, you can use them in SCIM REST APIs and data loaders. You can't rename a user category.

Adding Users to a New User Category

To create a user category and add users:

1. On the Security Console, click User Categories > Create.

2. Click Edit, specify the user category details, and click Save and Close.

3. Click the Users tab and click Edit.

4. On the Users Category: Users page, click Add.

5. In the Add Users dialog box, search for and select the user, and click Add.

6. Repeat adding users until you have added the required users and click Done.

7. Click Done on each page until you return to the User Categories page.

Adding Users to an Existing User Category

To add users to an existing user category:

1. On the Security Console, click User Categories and click an existing user category to open it.

2. Click the Users tab and click Edit.

3. On the Users Category: Users page, click Add.

4. On the Add Users dialog box, search for and select the user, and click Add.

5. Repeat adding users until you have added the required users and click Done.

6. Click Done on each page until you return to the User Categories page.

Specifying the User Category for an Existing User

To add an existing user to a user category:

1. On the Security Console, click Users.

2. Search for and select the user for whom you want to specify the user category.

3. On the User Account Details page, click Edit.

4. In the User Information section, select the User Category. The Default user category remains set for a user until you change it.

5. Click Save and Close.

6. On the User Account Details page, click Done.

You can delete user categories if you don't require them. However, you must ensure that no user is associated with that user category. Otherwise, you can't proceed with the delete task. On the User Categories page, click the X icon in the row to delete the user category.