Sharing a Category Across Teams
See AlsoPermissions required
Manage <Object> Categories - To create, edit, and delete Categories for the Object.
Categories can be shared with other Teams to which you have access.
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Example You would like to track the Interactions you receive that are related to address changes. All your Teams receive Interactions associated with address changes. You can create a new Category “Address Change” and share it to all Teams. |
To Share a Category
1. Select the required Category.
2. Click Share.
The Share Category dialog box is displayed.
3. Select the Teams with which you want to share the Category.
4. Click OK.
5. Click Close.
To Stop Sharing a Category
1. Select the required Category.
2. Click Share.
The Share Category dialog box is displayed. A list of Teams with which the Category is shared is displayed.
3. Clear the selections next to the Teams with which you do not want to share the Category.
4. Click OK.
5. Click Close.
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Note Categories created for Team and Shared Objects can be shared across Teams to which you have access, whereas those created for Global Objects cannot be shared. |