Associate one category user to one assessable record

task australia Updated Sep 10, 2026 1 min read t_AssocOneCatUsrToOneAssessRec.md
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Create a single stakeholder using the list in the Assessment Stakeholders module.

Before you begin

Role required: assessment_admin or admin

About this task

Associate any category user to any assessable record.

Procedure

  1. Navigate to All > Assessments > Advanced > Assessment Stakeholders.

  2. Click New.

  3. On the Assessment Stakeholders form, fill in these fields:

    • Category user: Select a category user.
    • Assessable record: Select an assessable record.
  4. Click Submit.

Result

The selected category user becomes a stakeholder for the selected assessable record. To verify the association, navigate to the assessable record and note that the selected category user is on the Category users related list.

Note: Do not create stakeholders from category users and assessable records of different metric types.

Parent Topic:Category users and stakeholders

Related topics

Category users and stakeholders

Create a category user

Associate multiple category users to one assessable record

Associate multiple category users to multiple assessable records

Delete a stakeholder for multiple assessable records

Delete a stakeholder for one assessable record

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