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‎08-18-2023 08:15 AM
Is there a way to add additional categories in the CATEGORY dropdown in the Success Portal ?
Solved! Go to Solution.
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‎08-20-2023 09:46 AM
Hi @Paula Stewart ,
Yes, you can create new categories.
- Navigate to Software Asset Workspace > License operations > Success goals > Categories.
- Select New.
- On the Success Goal Category form, fill in the category that you want to add and select the Software asset category check box.
Regards,
Niklas
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‎08-23-2023 09:19 AM
Hi,
Yes, you are right. Seem that category creation option comes in Vancouver. And requires sam_admin role.
Regards,
Niklas
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‎08-20-2023 09:46 AM
Hi @Paula Stewart ,
Yes, you can create new categories.
- Navigate to Software Asset Workspace > License operations > Success goals > Categories.
- Select New.
- On the Success Goal Category form, fill in the category that you want to add and select the Software asset category check box.
Regards,
Niklas
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‎08-23-2023 07:06 AM
Hi Niklas - Thank you for the response. I am not seeing the option to select "Category/New" to access the Success Goal Category Form.
I am on Tokyo, does this option come in at Utah or Vancouver ?
Also, do I need a specific role to perform/see it ?
Thanks !
Paula
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‎08-23-2023 09:19 AM
Hi,
Yes, you are right. Seem that category creation option comes in Vancouver. And requires sam_admin role.
Regards,
Niklas