Super Administrators are able to assign Categories in bulk from the Main Menu, if enabled in the Person Category Group.
You can also assign Person Categories for individual Users within the User's profile. See the guide Assign a Person Category in a User's profile for how to do this.
Navigate to the Category Group via the Menu. Person Category Groups will be indicated by the icon .
In the below example, the Person Category Group is called Certified Functions.
When you navigate to the Category Group you will see a page with two tabs.
The first tab is dynamic and will be titled as the Category Label given to the Person Category Group when created in Site Settings. The default label is Category but this can be changed in the Person Category Group options.
This tab will list all the available Categories and will display a count of how many Users have been assigned to the Category.
The Users tab will list all the Users who have been assigned Categories and, if relevant, aligned to which Legal Entity.
If you have a lot of Categories and a lot of Users who have been assigned Categories, the search field and filters at the top of the page will help you find the information you are looking for quickly.
Click on the Assign button which will be visible from either tab. Like the tab, the button is dynamic according to the Category Label specified within the Category Group set up. The default label is Category so if no alternative label is given the button will read Assign Category. In the below example, the Category Group is labelled Functions.
You will be taken through a wizard.
In the first step, select the Categories you wish to assign by adding them to the Selection box. You can do this by double clicking on a category or using the Ctrl key on your keyboard to select multiple categories. Then either drag and drop in to the Selection box or use the arrows in the middle of the window.
Now click on Next.
In the second step, select the Users you want to assign the Category or Categories to, in the same way as you selected the Categories, by moving them to the Selection box.
All the Categories selected in step one of the wizard will be assigned to all the Users selected in step two.
If the Category Group is aligned to only one or no Legal Entities, this will be the last step of the wizard and you can click on Confirm to accept the assignments.
If the Category Group can be aligned to more than one Legal Entity then click on Next to move to the third step of the wizard.
This step allows you to select which Legal Entity these assignments will apply to. Select the Legal Entities in the same way as before and then click Confirm.
Note: Legal Entities are set up using the Responsibilities Map feature within the LMS. See our Responsibilities Map Webinar for more information.