Managing User Categories

The User Categories page allows you to maintain categories that users can be assigned to. These categories determine which users will appear in certain drop-down lists throughout the application. Permissions required to access this page: Access Admin Tab and Manage User Categories.

To open the page, choose Admin > Configure > User Categories.

If your implementation has more than one entity, the user categories can be configured separately for each. The drop-down list at the top of the page determines which entity's categories are currently displayed.

• To create a new user category, click the Add icon, .
• To edit an existing user category, select it in the list and click the Edit icon, . Changes will apply to all user accounts that have already been associated with that category.
• User Category Description - the name of the category.
• Display Order - the order in which categories are displayed in the Users page and, if applicable, when assigning Failure Review Boards (FRBs) in the Problem page.
• FRB Reviewer - a check box that must be enabled if you want the user category to appear in the Available Reviewers List, which allows users to be assigned to an FRB on the Problem page.
• To remove a user category from the current entity, select it in the list and click the Delete icon, . If the category is associated with any other entities, it will still be available for those entities.

The following default categories cannot be deleted or renamed:

• The D2 Approver - D8 Approver categories correspond to the steps in a problem and determine which users can be assigned to an FRB to approve those respective steps. (See Failure Review Boards in the user help.)
• Default Problem Reviewer determines which users appear by default in the Selected Reviewers List for a problem step. To appear in the list, users must be assigned not only to  the "Default Problem Reviewer" category but also to the approver category (D2 - D8) for the problem step.
• FA Engineer sets permission for the user to be assigned as a failure analysis engineer.
• Legal Expert determines the list of users who can be assigned to the "Legal" role in a team. (See Assign Team Members Utility in the user help.)
• Problem Owner determines the list of users for the Owner field on the Problem page.
• Project Owner determines the list of users for the Owner and Creator fields on the Project page.