As an Administrator, you can determine the business category and sub-categories against a client.

Steps - Select a business category against a client

To select a business category, please follow the following steps:

  1. Log in to Sitepass as an Administrator. 
  2. Click the Clients' option in the left-hand pane.  
    This opens the Clients' page.
  3. Find the desired client and click on their business name, which is a link; this opens the client's Workflow page.
  4. Click on the Business categories tab under the Manage section.
    This opens the Business Categories information on the page.

  5. Click the Add button to select a new category and sub-category.
    The Select category slide-out panel is displayed.
  6. Select a category from the Select category drop-down (mandatory field).
  7. Select a sub-category from the Select sub-category drop-down (mandatory field).

Business categories often reflect an industry, a region, or an alternate form of grouping. For example, the categories may be:

Main Category: Industry - Building Services
Sub Category: Business Type - Carpentry
Sub Category: Business Type - Electrical

In this scenario, it would be possible to determine a different set of requirements for a business providing Carpentry Services and a business providing Electrical Services.

For information on how categories and sub-categories appear in these lists, please see our Introduction to categories article.

  1. Select the categories and sub-categories that are applicable to that client.
  2. Click the Submit button.
    Sitepass saves your selection.

    At this point, your workflow requirement might be updated based on the category and sub-category selected in the previous step.

More Information

For more information on clients, please see the following articles: