Create a category user

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 1분

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

    시작하기 전에

    Role required: assessment_admin or admin

    이 태스크 정보

    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.

    프로시저

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