You can perform the following when updating a category or sub category: 

  • Change it from mandatory to optional - or vice versa.
  • Change the name.
  • Add sub categories to a category. 
  • Delete sub categories from a category.
  • Delete a category if it has zero sub categories.
  • Re-organise the order of sub categories.
  • Re-organise the order of categories. 

Steps - Change a category or sub category

To change a category or sub category, please follow these steps:

  1. Log in as an Administrator.
  2. Go to Configuration. 
  3. Click on Categories.
  4. Choose the required category type to configure - Worker Roles or Supplier Categories.

  5. Go to the category you want to change (or the category that contains the sub category you want to change). 
  6. Click on the Settings icon against that category. The Edit Category panel opens. An example of the icon and the panel is provided below:

    From here you can:
    • Change the name of your category.
    • Make your category mandatory or optional.
    • Change the order of your sub categories.
    • Add sub categories.
    • Delete sub categories.
    • Rename sub categories. 
    • Make sub categories mandatory or optional.
    • Allow only one sub category to be selected or allow any sub category to be selected. 
To change the order of a category or sub category, grab it with your mouse and then drag it to the required position.
  1. Once you have made all your changes, save them by clicking the Save button.

    The panel closes, and a confirmation box appears stating that your category has been successfully updated - for example:

Congratulations! You have changed the details within your category.

More Information

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