Overview : As an account manager, you might need to manage category groups so that you can categorise similar groups of business units to get the most out of the Mapal suite of products.
Start from: The Mapal OS Dashboard.
- Select the Configuration tool.
You will now have access to the Configuration Dashboard.
Note: Users with access to maintain Category groups can access Category groups via the menu.
- Select Business Management > Category Groups.
Adding a category group
- Select Add (the + icon).
A "New Category Group" pop-up window will appear:
- Name the category group (Label).
- Add the categories that should be linked to that group.
Note: The category groups can be assigned to Business Units for users who also can maintain Business Units.
Permission details
- Users with access to view Category groups can access them by clicking on the existing category groups but cannot edit them.
- Users with no access to Category groups cannot view or maintain information within Category groups.