The Categories' page allows you, as an Administrator, to create, edit, and delete your categories and sub-categories. You can also make a category or sub category mandatory and allow users to select multiple sub categories or restrict them to choosing only one.

Once created, you can assign Supplier Categories to a supplier and Worker Roles to a supplier worker; this applies to sub categories as well. When assigned, any workflows linked to those categories are added to the person's/business's workflow; this is based on the set up of your Workflow Requirements.

Steps - Access the Categories' page

You can access the Categories' page by following these steps:

  1. Log in as an Administrator. Click on Configuration from the index panel.
  2. When the Configuration page opens, click on the box labelled as Categories.

The Categories' page opens with the Worker Roles' option selected. 

You can switch to your supplier categories by clicking on the Supplier Categories' option, which is on the left under the Configure section.  

Supplier Categories

When you create a supplier category, that category appears:

  • As an option in the Main Category filter in the Suppliers' page. 
  • As an option in the Supplier's Edit Workflow Matrix, which you can access via Configuration -> Workflow Requirements -> select Supplier as the Type -> click the + Add a requirement button -> when the matrix opens, go to the Suppliers' column.  
  • As an available business category that can be added against a supplier on their workflows' page or via the Workflow Wizard. (Sub categories appear with their main category.) 
  • When a business category is added against the supplier, you can see it on the supplier's workflows' page; any sub categories added at the time are also included.

For more information, please see our Add a business category against a supplier article.

Worker Roles

When you create a worker role, that category appears:

  • As an option in the Main Category filter in the Supplier Workers' page. 
  • As an option in the Worker's Edit Workflow Matrix, which you can access via Configuration -> Workflow Requirements -> select Worker as the Type -> click the + Add a requirement button -> when the matrix opens, go to the Workers' column.  
  • As an available worker role that can be added against a supplier worker on their workflows' page or via the Workflow Wizard. (Sub categories appear with their main category.) 
  • When a worker role is added against the supplier worker, you can see it on the supplier worker's workflows' page; any sub categories added at the time are also included.

For more information, please see our Add a worker role against a supplier worker article.

Categories and Sub Categories - basic features

In the Categories' page, you have access to Supplier Categories and Worker Roles, which allow you to maintain the categories and sub categories for suppliers and their workers.

An example of Worker Roles on the Categories' page is provided below:  


An example of Supplier Categories on the Categories' page is provided below:

Clicking on a category allows you to see its sub-categories, for example:

By default, the categories and sub categories are listed in creation order, with the newest one appearing at the top of the list. You can rearrange these by using the drag and drop action. 

Select the + Add button to add a category. Click on the settings' cog to edit a category. Alternatively, if the context menu is showing, click on it, then select Edit. 

You can also delete a category by selecting Delete from the context menu. Categories that have sub categories cannot be deleted, you need to delete the sub categories first. 

An example of the + Add button, the context menu with Edit and Delete options, and the settings' cog is provided below: 

More Information

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