How to create and manage a category in Q&A?
You can create categories according to the type of expected questions that would be raised by the end users with regards to legal, financial, taxation, etc. on the data shared with them. An admin or (Limited admin access) LA who is a subject matter expert can be assigned to answer any kind of questions raised in that regard.
For instance; if we create a category labeled as Finance and a SME from the financial team is assigned to answer the questions, the end users can select the category as Finance and the question will directly be sent to the assigned admin or an LA.
Similarly, multiple categories can be created and assigned to different admins/LA or a single person can be nominated for the role.
Create categories by following the below steps:
- Click on the manage categories tab.
- Add new category: Click on the 'Add new category' tab and name the category as needed.
- Email: From the drop down select the admin/ LA admin mail id to whom you want the assign the created category. The selected SME will receive the questions raised by the end user and will be able to reply to the questions.
- Once the category is assigned to an SME, click on 'Save'.
Related Articles
How to create LA admin group and manage it?
LA admin is a user who has access to limited modules which are selected by the Admins. LA admin has complete access to the allowed modules only. To add members as LA admin group; first you need to create an LA admin group by following the below ...What is Q&A? How to use it?
In the Q&A module; the admin and LA admin with Q&A module access selected as Q&A coordinator will be able to track and reply to the questions submitted by the end users. It allows the end users who are appointed as Question submitter to ask questions ...How to create and add end users to a group? What are the other options to manage the group settings?
End user members can be referred to your investors, external team, members with limited access to the dataroom. They have access only to the data permitted to them by the admin. To add members as end users to a group; first you need to create an end ...How to create and add end users to a group? What are the other options to manage the group settings?
End user members can be referred to your investors, external team, members with limited access to the dataroom. They have access only to the data permitted to them by the admin. To add members as end users to a group; first you need to create an end ...What is FAQ and how to create them?
FAQ's are the questions that are assumed to be frequently asked by the users. Instead of replying the same question with the same answer every time, it is more convenient to add it as an FAQ for the users to access and get their answers. 1. Convert ...