Amend Category Access to Discounts, Requirements, Correspondence or Users in RMS.

Overview

Category Access enables System Administrators to quickly change a Category's access to Discounts, Requirements, Triggered Correspondence or Users in RMS.

• The Category Access is first selected when saving a new Category and can be changed at any time.
• Selecting Include will add, and selecting Exclude will remove the Category from all records for each of the following: Discounts, Requirements, Triggered Correspondence, or Users

Guide

1. Navigate to Setup > Category/Area.
2. Select Edit on an existing Category.
   
    
3. Select Access.
   
    
4. For each Access Type, choose Include or Exclude.
5. Select Apply.
   
    
6. Select Save/Exit.