Create a Private Community Category

1. Creating a customized Role for participants,
2. Creating the new Category itself, and
3. Assigning the Role to your selected Users/Agents. 

Create the Customized Role:

1. Login to the SmarterTrack management interface as a system administrator.
2. Select Settings from the navigation icon.
3. Then, click Roles from the navigation menu. A list of roles will load in the content pane.
4. Click the Add button in the content pane toolbar.
5. In the Role Name field, type the name for the new role.
6. In the Role Type field, select who this role will apply to (Employees Users). NOTE: You will need to create 2 new Roles: one for your Agents and one for the Users you want to par
7. Configure the available options to determine the permissions of this role (KB Articles, News, Community). If you select Custom for an item, that item's tab will become available to allow for custom permissions on that option. Generally, you can leave these as the defaults, but customization is possible. For example, for Community permissions, maybe give the Role View Threads and Change Status permissions and that's it. 
8. Once configured, click the Save button.

Create the Community Category:

1. Login to the SmarterTrack management interface as a system administrator.
2. Select Settings from the navigation icon.
3. Then, click Brands. A list of available brands will load in the content pane.
4. Edit the desired brand and click the Community Categories tab.
5. In the content pane toolbar click the Add button.
6. Name the new Category and set the Role Required to the new Role you just created.
7. Click Save twice to save both the category and the changes made to the Brand.

Assign the Roles to the Agents:

1. Login to the SmarterTrack management interface as a system administrator.
2. Select Settings from the navigation icon.
3. Then, click Employees. A list of available Agents will load in the content pane.
4. For each Agent you want to participate in your new Category, select the Agent and click the Edit button.
5. In the Roles tab check the new Roles that you created to add it to the Agent.
6. Click the Save button.

Assign the Roles to the Users:

1. Login to the SmarterTrack management interface as a system administrator.
2. Select Users / Organizations from the navigation icon.
3. Under the Users header, you'll see a list of the Roles created for your Users. Your new Role should be listed here.
4. Click the desired user type (Registered User, Registered User with Verified Email, Everyone). A list of available users will load in the content pane. These are the default Roles that are already assigned to Users, so this is the simplest way to assign your new Role to existing Users.
5. Select the desired User and click Edit.
6. In the Roles tab for the User, check the box next to the new Role you created to add it to the User. 
7. Click the Save button.
8. Repeat steps 4, 5, 6 and 7 for every User you want to participate in your new Community Category.

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