Required Permissions

The following permissions are assigned by default to the accounts-admin role within the System Admin Group

  • ACCT_CATEGORIES_VIEW
  • ACCT_CATEGORIES_CREATE
  • ACCT_CATEGORIES_UPDATE
  • ACCT_CATEGORIES_DELETE



Step-by-Step Guide

1. Go Organizations, Categories in the left sidebar

2. Click on +Create Category

Click on +Create Category

3. Enter the category name and description

Enter the category name and description

4. Click on Create Category

Click on Create Category

5. Your new category is now available for use!

Your new category is now available for use!