User Categories in Caction help organize staff members based on their roles, departments, or functions within your organization. Creating custom user categories allows you to group employees logically, making it easier to assign appropriate permissions, filter reports, and manage teams efficiently.&nbsp;
Benefits :
<ul class="[&amp;:not(:last-child)_ul]:pb-1 [&amp;:not(:last-child)_ol]:pb-1 list-decimal space-y-1.5 pl-7">
<li class="whitespace-normal break-words">Create a clear hierarchy or grouping system that reflects your company's structure.</li>
<li class="whitespace-normal break-words">Easily filter and manage users by their functional roles or departments.</li>
<li class="whitespace-normal break-words">Send notifications or instructions to specific categories of staff.</li>
<li class="whitespace-normal break-words">Identify which types of staff are assigned to projects, jobs, or tasks.</li>
</ul>
&nbsp;
<ol>
<li>
At the desktop site’s navigation bar, go to Company Settings &gt; Staff Settings &gt; Department/Team Settings. Add New User Category Here:&nbsp;<a href="https://system.caction.com/settings/CategoryList?type=usother" target="_self">https://system.caction.com/settings/CategoryList?type=usother</a>
<img alt="Department Team Settings" src="https://support.caction.com/img/Department_Team_Settings.png">
</li>
<li>
Click on the “Add New Category” button.
<img alt="Add New User Category Button" src="https://support.caction.com/img/Add_New_User_Category_Button.png">
</li>
<li>
Enter the name of the new user category and click “Submit”.
<img alt="Add New User Category Submit Button" src="https://support.caction.com/img/Add_New_User_Category_Submit_Button.png">
</li>
<li>
Click “Save Changes” to confirm your action.
<img alt="Save Changes Button" src="https://support.caction.com/img/Save_Changes_Button.png">
</li>
<li>
The category of user has been added. Now, click “OK”.
<img alt="Add New User Category Success" src="https://support.caction.com/img/Add_New_User_Category_Success.png">
</li>
<li>
The result will be shown below. Add New User Here:&nbsp;<a href="https://system.caction.com/usermanage/adduser" target="_self">https://system.caction.com/usermanage/adduser</a>
<img alt="Add New User Category Result" src="https://support.caction.com/img/Add_New_User_Category_Result.png">
</li>
</ol>
&nbsp;
Related Articles
<ul>
<li><a href="https://help.caction.com/how-to-add-a-new-user/" target="_self">How to Add New User?</a></li>
<li><a href="https://help.caction.com/how-to-add-a-new-category-customers-projects-jobs-or-digital-forms/" target="_self">How Do I Add New Category in Customer/Project/Job?</a></li>
</ul>

User Categories in Caction help organize staff members based on their roles, departments, or functions within your organization. Creating custom user categories allows you to group employees logically, making it easier to assign appropriate permissions, filter reports, and manage teams efficiently. 

Benefits :

 * Create a clear hierarchy or grouping system that reflects your company's structure.
 * Easily filter and manage users by their functional roles or departments.
 * Send notifications or instructions to specific categories of staff.
 * Identify which types of staff are assigned to projects, jobs, or tasks.

 

 1. At the desktop site’s navigation bar, go to Company Settings > Staff Settings > Department/Team Settings.
    Add New User Category Here: 
    
    

 2. Click on the “Add New Category” button.
    
    

 3. Enter the name of the new user category and click “Submit”.
    
    

 4. Click “Save Changes” to confirm your action.
    
    

 5. The category of user has been added. Now, click “OK”.
    
    

 6. The result will be shown below.
    Add New User Here: 
    
    

 

Related Articles

 * 
 * 

How to Create a New User Category?