Managing User Categories

The User Categories page allows you to maintain the categories that users can be assigned to. These categories can be used to filter drop-down lists of users (e.g., when assigning users to failure review boards). Permissions required to access this page: Access Admin Tab and Manage User Categories.

To open the User Categories page, choose Admin > Configure > User Categories.

If your XFRACAS website has more than one Entity, the user categories can be configured separately for each. The drop-down list at the top of the page determines which entity's categories are currently displayed.

To create a new user category, click the Add icon, .
To edit an existing user category, select it in the list and click the Edit icon, . Changes will apply to all user accounts that have already been associated with that category.
To remove a user category from the current entity, select the user category in the list and click the Delete icon, . If the category is associated with any other entities, it will still be available for those entities.

The following default categories cannot be deleted or renamed, but their display order can be changed.

D2 Approver - D8 Approver each sets permission for the user to be added to a failure review board (FRB) to approve the respective step of a problem.
Default Problem Reviewer sets permission for the user to be the default problem reviewer. This user will appear by default in the Selected Reviewers list when selecting an FRB.
FA Engineer sets permission for the user to be assigned as a failure analysis engineer.
Legal Expert sets permission for the user to be assigned as a legal expert. This category determines the list of users who can be assigned to the "Legal" role in a team. (See Assign Team Members Utility.)
Project Owner sets permission for the user to be the owner of projects. The user's name will appear in the Project Owner drop-down list on the Project page.
Problem Owner sets permission for the user to be the owner of problems. The user’s name will appear in the Problem Owner drop-down list on the Problem page.