The role of Category Manager can be used when there is a need to specific users based on the idea's selected category per campaign.
This is done in 2 steps:
- Define role in the subsystem level - by the sysadmin OR subsystem admin
- Assign users per campaign category -this is done per campaign, and can be done also by the campaign managers
To learn about other roles assignments on the subsystem level OR tenant level, click here
If you do not have a role assigned "by Campaign Category", you must create one. If you already have this role assignment, skip to step 2.
1. In the workflow, select "Role Manager", then "Add a New Role".
Name the role and set the Assignment Method to "By Campaign Category". If "Treat as Moderator" is selected, the assigned user will become moderator for the entire campaign.
2. Navigate to the campaign you want to assign the users to. From the campaign menu, under "Campaign Management", select "Auto Assignment"
Select "Campaign Assignment Page" to view the selections users can be assigned to.
From the 3 dots menu, select "Set Assignment". This allows you to assign users to an idea type.
You can assign multiple users to the idea type.
3. In the workflow state settings, assign the new role to each state you want the manager to have access to.
In the "State Owner" section, select the new role you created.
