Associating an Access Group with a Category

By associating an access group with a category of master data, you grant access to the data in the category to individual users in the access group.

Note: For a category and all of its subcategories to be visible only to the access groups associated with it, the category’s Private flag must be set or the Private flag of the catalog or a category from which the category descends must be set.

To associate an access group with a category

1. Navigate to the Administration - Catalog screen, then the Access Groups view.

   The Catalogs list appears.

2. Drill down on a catalog name.

   The Categories list for the catalog appears.

3. Click the Access Groups view tab.

4. In the Access Groups list, add a new record.

   A multi-value group appears that lists access groups.

5. Select an access group, and then click Add.

   The access group appears in the Access Groups list.

6. In the Access Groups list, save the record.

7. Select an access group, and then click Add.

   The access group appears under the Access Group tab.

8. Complete the following fields, using the indicated guidelines, and then save the record.

   Field	Guideline
   Admin	Set this flag to allow users in this access group to administer this category.
   Cascade	Set this flag to automatically associate this access group with this category’s descendant categories (child, grandchild, and so on). The resulting behavior is that users in the access group have access to the data in the descendant categories.

You can disassociate an access group from a catalog similarly. When an access group is disassociated from a category, it is automatically disassociated from all of the category’s descendant categories.

Related Topic

Implementing Access-Group Access Control