As an Administrator, you can determine the workflow categories and subcategories that fit your business in relation to a particular client.

Select a workflow category against a client

To select a workflow 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 Workflow categories submenu, which is under the Manage section.
    This opens the Workflow Categories information.

  5. To select a new category and subcategory, click the + Add button.
    The Select category slide-out panel opens.
  6. Select a category from the Select category drop-down (mandatory field).
  7. Select a subcategory from the Select sub category drop-down (mandatory field).

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

  1. Select the categories and subcategories that are applicable to your business.
  2. Click the Submit button.
    Sitepass saves your selection.

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