Create a category user
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- UpdatedJan 30, 2025
- 1 minute read
- Yokohama
- Service Administration
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
Related Content
- Category users and stakeholders
Users who take assessments are individuals in your organization who have specific knowledge of the assessment categories and the records being assessed.
- Associate multiple category users to multiple assessable records
The stakeholder list helper in the create stakeholders module is the most efficient way to associate multiple category users to multiple assessable records in a single interface.
- Associate multiple category users to one assessable record
Create many stakeholders for a single assessable record from the Assessable Record form.
- Associate one category user to one assessable record
Create a single stakeholder using the list in the Assessment Stakeholders module.
- Delete a stakeholder for multiple assessable records
You can delete stakeholders for multiple assessable records.
- Delete a stakeholder for one assessable record
You can delete stakeholders for one assessable record.