Set workflow categories against a client
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:
- Log in to Sitepass as an Administrator.
This opens the Clients page.
option in the
Find the desired client and click on their business name, which is a link;
this opens the client's workflow page.
Click on the
This opens the information.
submenu, which is under the
To select a new category and subcategory, click the
The Select category slide-out panel opens. button.
- Select a category from the drop-down (mandatory field).
- Select a subcategory from the drop-down (mandatory field).
For information on how categories and subcategories appear in these lists, please see our Introduction to categories article.
- Select the categories and subcategories that are applicable to your business.
Sitepass saves your selection.
At this point, your workflow requirement might be updated based on the category and subcategory selected in the previous step.