Category Administrators¶
Category Administrators are users with special privileges to manage document categories and saved searches across the system.
What Are Category Administrators?¶
Category Administrators (also called Search and Category Administrators) are regular infoRouter users who have been granted additional privileges by the System Administrator.
Category Administrator Capabilities¶
| Function | Description |
|---|---|
| Create Categories | Define new document categories |
| Edit Categories | Modify existing category settings and search criteria |
| Delete Categories | Remove categories no longer needed |
| Manage Saved Searches | Create and maintain saved searches |
Benefits of Categories¶
Quick Document Access
Document classification through categories allows users to quickly search for and retrieve documents without entering complex search criteria.
Assigning Category Administrators¶
Only the System Administrator can designate Category Administrators:
- Navigate to the Control Panel
- Click Search and Category Administrators
- Click Add Administrator
- Select user(s) from the list
- Click OK
Removing Category Administrators¶
- Navigate to the Control Panel
- Click Search and Category Administrators
- Select the administrator to remove
- Click Remove Administrator