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Assigning a Category to a User

When you assign a category to users, they are granted the set of roles defined in that category. Note that the area of Proliance in which a category can be assigned depends on where the category was created.

To assign a category to a user

  1. Open the contacts or staff register in the work area you want to assign the category.
  2. Select the contact or staff document for the user who will be assigned the category.
  3. Click the Account page and then click Edit.
  4. In the Security section, from the Security Category drop-down list, select the category you want to assign.

    5. Proliance updates the Security Role(s) field to display the category's principal set roles for the current area of Proliance.

  5. Click Save.