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:

Visibility Description
All Categories Users can see all categories in the category group. This option is only available for the topmost role in the role hierarchy. When you create a category group, its visibility is defaulted to All Categories.
None Users cannot see any categories in the category group.
Custom Users can view a selection of categories in the category group.

In the Category Group Visibility Settings, you can: