User Categories

This option refers to a feature that allows categorization or grouping of users based on specific criteria or attributes. This feature provides a way to organize and manage users within the application more effectively. The user profile bifurcation can be done basis their departments, designations, country, region and more.

There are two default categories enabled in the system - Departments and Designations. These are hard coded categories visible across all users. Users can add departments by clicking on the Add Department button on the top left corner and can also bulk import departments using the Import Department option. Multiple departments can be added by clicking on the + icon in front of each added option.

Designations User Category option allows for adding designations, it means that a user can be assigned specific job titles or roles to different user categories. This feature helps in organizing and managing users based on their positions or responsibilities within the organization.

Custom categories can also be further added as per the business needs.

Steps to add a user category:

1. Click on the + icon located in front of the User Categories option. Add the details to the Add New User category window. The details include the following:

• New User Category Name - To define the name of the customer category.

• Type - To define if the category is a Single select or Multi select category.

• Required Toggle - This is used to make this category a mandatory field.

• Enable Parent Node toggle - Enabling the parent node refers to the process of allowing the display of the hierarchical parent node within a data structure or visualization.

For instance, when setting up user categories for states and linking them to countries as parent nodes, if a user chooses a country (parent node), only the states associated with that country will appear in the list.

1. Click on "Create" to confirm the changes.

2. Select the user category and add drop down options to that user category that can be selected while adding the user.

Once the field options are added, the category can be managed by clicking on the edit option which will open the Add New Item window.

1. Add the name of the item in the newly created user category.

1. Click on the added item and select edit to define the following sections:

Users - Add the users to the category Resources - Allocate the resources to the category Social - Create social channels Apps - Assign apps to the user category Dashboard - Provide access to the categories.

Once the user is assigned to a specific category option, the added conditions will be assigned to the user by default, and the user will have a relevant set of access to the report

For example - If a user is assigned the city as Bangalore, they will automatically get access to the relevant apps, dashboard and resources based on the assignments.

Let's explore the hard coded user categories - Departments and Designations:

Departments

Designations