Before working with User Fields and User Categories, add the remaining users to Radix DM as you did with Jenny Jones.  These users' names are "Greg Davidson", "Susan Anderson" and "Jack Smith"; set their user type to "User" and make each of them make each them members of the workgroup 'General Access'.

In addition to the security provided to restrict library group permissions within Radix DM based on membership of a workgroup, it is possible to create different classifications for types of users present in the system, based on role, location or other criteria.  These are called User Categories.  For example, within a law firm, some users could be designated as belonging to a 'Solicitors' user category, while others might be labelled as being 'Partners'. It would not be unusual for most users who are members of the 'Partners' user category to also be 'Solicitors'.  It is important to remember that membership of any of these groups does not impact on whether or not they are able to view, alter or delete documents within specific library groups.

Jenny decides that to create two user categories for users to designate which office they work in (Brisbane or Gold Coast).  In the text box Category Name enter "Brisbane".  Beneath this text box is a grid listing all the users that exist in Radix DM.  To add any number of users to a user category, simply tick the check box in the row for that user.  For the 'Brisbane' office, select "Jenny Jones" and "Greg Davidson" and for the 'Gold Coast' office, tick "Jack Smith" and "Susan Anderson", then click Save.  Note that it is also possible to modify a user's membership of a user category from the Users Administration window, just like workgroups.

Radix DM maintains a list of users and this allows user information to be stored with a document.  For example, while each document has an Author (a built in system field that is automatically filled), a document may need to be assigned to a particular individual who will be responsible for its contents.  This can be achieved by creating a field with the field type User.  Jenny decides that for each invoice she would like to have a record of who will be handling any issues that might arise.  Create a field as you would normally with the name "Responsible For", but set the Field Type to 'User'.  Because no one in the Brisbane office will be responsible for invoices, it makes sense to restrict the possible list of users to those in the Gold Coast office.  Only those users who are members of the 'Gold Coast' user category will appear in the 'Responsible For' drop down box on any Document Save Window.  To achieve this, tick the check box Use User Category as a filter, select the 'Gold Coast' user category from the User Category Filter drop down box, then click Save.