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
Navigate to All > Assessments > Metric Definitions > Categories.
Open a category record.
Note: The category must be associated to a metric type that has the Schedule type set to Scheduled.
In the Users related list, click Edit.
Select the appropriate users for this category.
Parent Topic:Category users and stakeholders
Related topics
Category users and stakeholders
Associate multiple category users to multiple assessable records
Associate multiple category users to one assessable record
Associate one category user to one assessable record