Defining Data Security Using Categories

By setting the data security through categories, you have Read permission on the data in a category, and you can read all the data in the category regardless of the item, provided you have Read & View permission on the item.

1. In the Security step of the Category Wizard, click the arrow next to Items and Portfolios define the data security (for this category).
2. From the drop-down list, click Category defines the data security (for all Items and Portfolios).