Create a category user

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Create category users by associating users in the system to metric categories.

    Vorbereitungen

    Role required: assessment_admin or admin

    Warum und wann dieser Vorgang ausgeführt wird

    When you create category users, choose users who are knowledgeable and can answer questions from that category. For example, a purchasing agent is a good category user for metrics that evaluate a vendor's discount practices.

    Prozedur

    1. Navigate to All > Assessments > Metric Definitions > Categories.
    2. Open a category record.
      Hinweis:
      The category must be associated to a metric type that has the Schedule type set to Scheduled.
    3. In the Users related list, click Edit.
    4. Select the appropriate users for this category.