How do I setup Category Dojo Permissions?

How do I setup Category Dojo Permissions?

What's the issue you're facing?

I've added Categories for my contracts, how do I setup my users permissions for this?

Solution

In order to be able to view and add categories in Contract Dojo, users will need to have access to the relevant ‘Spend Portfolio’ in Category Dojo.

To grant users the relevant permissions, go to Admin > Category Permissions and access the Host Permissions from the Admin tab.





Click on the edit icon next to the user’s name and update their permissions to ensure they have access to the relevant portfolio(s). 




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