Create a category user

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

Avant de commencer

Role required: assessment_admin or admin

Pourquoi et quand exécuter cette tâche

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.

Procédure

1. Navigate to All > Assessments > Metric Definitions > Categories.
2. Open a category record.
   Remarque :

   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.

Tâches associées

• Associate multiple category users to multiple assessable records
• Associate multiple category users to one assessable record
• Associate one category user to one assessable record
• Delete a stakeholder for multiple assessable records
• Delete a stakeholder for one assessable record

Référence associée

• Category users and stakeholders