4.6 Creating and Assigning Categories

You can set up categories to organize applications, permissions, business roles, and technical roles, define these categories and assign them to entities. You can also customize your categories and assignments offline, upload them in bulk, export a JSON file, edit it, and import it. For more information about exporting and importing procedures and recommended order of import, see Section 30.0, Exporting and Importing.

  1. Log in to OpenText Identity Governance as a Customer 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.