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Category Group Visibility on Roles
The Category Group Visibility Settings related list summarizes which categories users in the role can see, according to category group.
Required Editions
| Available in Salesforce Classic and Lightning Experience. View supported editions. |
| User Permissions Needed | |
|---|---|
| To view role details: | View Setup and Configuration |
| To edit and delete roles: | Manage Roles |
| To edit and delete permission sets and profiles: | Manage Profiles and Permission Sets |
| To view users: | View Setup and Configuration |
| To edit users: | Manage Internal Users |
| To view categories: | View Data Categories in Setup |
| To manage data categories: | Manage Data Categories AND View Data Categories in Setup |
To view a role's category visibility setting, from Setup, enter Roles in the Quick Find box, then select Roles, and select a role. To view the category visibility settings for a Customer Portal or partner portal role, from Setup, enter Users in the Quick Find box, then select Users and click the name of the role.
The following table explains the possible values in the Visibility column of the related list:
In the Category Group Visibility Settings, you can:
- To view a category group’s setting details, click its name.
- To modify a category group’s visibility settings, click Edit next to it.
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