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Create a category user

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Create a category user

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

Before you begin

Role required: assessment_admin or admin

About this task

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.

Procedure

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