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A category manager record is used to associate a group of users with the set of internal and external categories for which they are responsible. These records are also used in conjunction with Document Security Templates to automatically assign collaboration rights for category managers to documents that belong to their categories.

Activities

Creating a Category Manager

To create a category manager:

  1. Choose   Setup   Document Setup   General   Category Manager  .

  2. On the Category Manager page, choose Create.

  3. On the Creating: Category Manager page, fill in the fields with information about the category manager.

  4. Under Category Managers, choose Add Users to add users to the category manager.

  5. In the dialog box, check the box for each user to add and choose OK.

  6. Under Product Categories, choose Add Product Category to add product categories to the category manager.

  7. In the dialog box, check the box for each category to add and choose OK.

  8. Under External Categories, choose Add External Category to add external categories to the category manager.

  9. In the dialog box, check the box for each category to add and choose OK.

  10. Under Settings, indicate whether this is the default internal or external category manager.

  11. Save your entries.