To assign a user to a Category, click on the Edit button near the top of the page.
A list of pre-filtered Categories related to your sector and firm type is displayed on the left hand side. The standard people picker is displayed to the right.
Use the filters and/or search box to find the required Category. Use the people picker to search for a User.
Simply drag and drop the User you'd like to assign next to the relevant Category.
Repeat this step to assign more Users.
Assign more than one User to a Category
Drag and drop the User to the appropriate Category in the normal way.
If more than one User has been assigned to a Category you have the option say whether it is Shared or Split.
The Allocation dropdown allows you to say whether the person has been assigned the Category on a permanent or caretaker basis.
Remove Users from a Category
Click on the three dots menu next to the User's name and click Remove.
View assigned Categories by Person
You can check which Categories you have assigned to your Users by clicking on the Person tab.