Associate multiple category users to one assessable record

Freigeben Version: Australia

Aktualisiert 12. März 2026

1 Minute Lesedauer

Create many stakeholders for a single assessable record from the Assessable Record form.

Vorbereitungen

Role required: assessment_admin or admin

You can also edit or delete stakeholders from the form.

Navigate to All > Assessments > Assessable Records.
Open a record from the list.
In the Category users related list, click Edit.
These category users are the stakeholders for this assessable record.
Add category users to create stakeholders or remove category users to delete stakeholders.
The system shows only category users for categories associated to the assessable record. For example, if an assessable record is associated only to the Compliance Score and Support Rating categories, User Satisfaction category users will not be listed.