As your business processes grow and evolve, you may find the need to delete the name of an existing Organization Category.
To change the configuration, you must have the following permissions, which are assigned by default to the accounts-admin role within the System Admin Group.
- ACCT_CATEGORIES_VIEW
- ACCT_CATEGORIES_DELETE
Note: If you remove an Organization Category from the list, it will not be deleted from the Organizations that currently belong to that Category.
Watch the following workflow to see how it's done!