A category can represent regional classifications for the partner, account, or profile. For example, you might have a Western sales region that includes California, Oregon, and Washington. You can create a category for each state, and a user group with privileges for sales personnel. Assign the California, Oregon, and Washington categories to the sales user group. Sales personnel in the Western region can access all the partners that are relevant to their work.

You can assign categories to multiple user groups. For example, your customer service department might have a different Western region that includes California, Nevada, Oregon, and Washington. Assign the categories for those states to the customer service user group. Customer service personnel in the Western customer service region can access all the partners that are relevant to their work.

The operator assigns

categories to partners, accounts, or profiles.

Categories also control access to dependent objects, such as events

, monitors, SLA rules,

and data in the Dashboard reports. The categories the operator assigns to

partners, accounts, or profiles

must match the categories that you assign to the user groups.

For more information about assigning

categories to partners, accounts, or profiles

, see the

B2B Data Exchange

Operator Guide

.