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
3. Enter the category name and description
4. Click on Create Category
5. Your new category is now available for use!
