To define security permissions for the category:
- From the In Folders step, click Next. The Security step of the New Category Wizard appears.
- There are two ways to define data security settings: Either Items or portfolios define data security (for the category), or the Category defines data security for all items and portfolios. You can select either of these two options for the new category in the box at the top of the Security step of the New Category Wizard. For a more detailed explanation, refer to Setting Data Security in Security.
- In the Security step, you can add, remove, or edit security permissions for the category. For information on working with security permissions, refer to Security.
- Click Next to proceed to the next step of the New Category Wizard, where you enter Knowledge Information.