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Assigning a User to a Category

Last updated: Thu, 27 Apr 2017 19:07:15 GMT
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Assigning a User to a Category

To assign a Category to a user, perform the following steps:

  1. Click Admin > Users. The User Maintenance screen displays.

  2. Click the user you want to assign to a category. The Edit User screen displays.

  3. Under the Categories section, click the Browse button. The Category Selection window displays.

    Note: To visualize the hierarchical structure and the relative position of a selected category, hover the mouse cursor over the green arrow icon to the left of the category. The category item and depth to which the user is assigned displays, as well as the location of the item within the overall hierarchy of your category structure.

    Adding user category.gif

  4. From the available drop-down field, click the Choose button to select the category for the user. The category has been added for the user. To add additional categories for the same user, perform steps repeat steps 1-4; otherwise, proceed to step 5.

  5. Once you have completed adding categories to your user, click the Save button. This saves any changes you made to the user's profile.

    Note: If you want to clear a specific category, click the Clear button to the right of the category. The user is removed from the category.


Next Steps: Assigning a User to a Center

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