Assign Users to Security Groups

Each user of the Oracle Insurance Policy Administration system must be associated with at least one security group. After security groups are created, users are added and assigned to the appropriate security group within the system. Actionable user credentials should be securely communicated according to organizational security procedures.

Creating a New User Account and Security Group Assignment

  1. In the Navigation Explorer (left panel), navigate to Security | Application Security folder.

  2. Select the Users folder to open the Users Configuration Area in the right panel.

  3. Click the + Add icon in the top-right corner to open the user creation form.

  4. Enter mandatory user details in the respective fields:

    • Login Name, First Name, Last Name, Password, Confirm Password, Email (optional), Gender (optional), Company, and Locale.

  5. To assign security groups:

    • Expand the Security Groups section.

    • Click Add new to create a new assignment row.

    • Select a group from the Security Group dropdown.

    • Specify Effective From and Effective To dates.

    • Confirm the assignment using the ✓ icon or cancel with the X icon.

    • To delete a group assignment, check the box in the Delete column.

    • Repeat as necessary to assign multiple security groups.

  6. After completing all details, select Create to add the user, or Cancel to discard the process.

  7. The new user will now appear under the Users folder. Selecting the user loads detailed information in the Configuration Panel.

  8. The Active checkbox displays the current status. If checked, the user is active; if unchecked, inactive.

  9. To close the Users panel, click the X icon on the user tab in the Configuration Panel.

Editing a User Account

  1. Navigate to Security | Application Security | Users folder in the Navigation Explorer.

  2. Select the Users folder to expand its contents.

  3. Choose the desired User to open details in the Users Configuration Area.

  4. Edit the necessary user information or adjust security group assignments as required.

  5. Click the Save icon in the toolbar to commit changes to the database.

  6. To close the User screen, click the X icon on the user tab in the Configuration Panel.

Deactivating a User Account

  1. Navigate to the Security | Application Security | Users folder in the Navigation Explorer.

  2. Click the Users folder to expand its contents.

  3. Select the required user account from the displayed list. The selected user’s details will open in the Users Configuration Area in the right panel.

  4. In the Configuration Panel, uncheck the Active checkbox.

  5. Click the Save icon to apply the change.

  6. The deactivated user profile details will be displayed in a disabled state in the Users Configuration Area.

  7. To close the user details, click the X icon on the user tab in the Configuration Panel.