Category groups offer greater granularity and more flexibility to permissions, attributes, and layouts. Category groups are not currently supported for filtering in standard interfaces


Requirements: Any Web-Based Premium Subscription


Also see

 

Create and Modify Categories

Create Custom Layouts

Working With Complex Attributes


Premium subscriptions have the option of using Category Groups. Category Groups offer support for solutions that require more than one set of categories for filtering, or for different sets of users, and offer the following benefits:

  • Allow categories to be separated in the layout templates, allowing different roles to use different sets of categories.

  • Allow categories to be separated in the complex attributes

  • Allow category permissions to be more granular - each group can have a different set of permissions.


Here are a few examples of how different companies use category groups:

  • A grocer with bakery, produce, meat, and frozen food departments, each managed by a different person. Each department manager only needs to categorize locations by the product lines they sell in their department.

  • An insurance company with life, auto, and home insurance branches, and 300 regional reps who service 1 branch, and categorize locations according to the services offered within that branch.

  • A sales consultant with 200 independent advisors who will be managing their own content. They may need some instruction between category groups to understand how to make selections.



Category Groups are turned off by default, but can be turned on via Setup>Settings>Options>Location Options:



Once Category Groups are turned on, new category groups can be created in addition to existing categories.  At this time, only Category Groups can NOT be used as filters on interfaces 


On the Manage Categories page at Settings>Categories, you’ll see your existing categories under the heading “Categories” or whatever label you’ve given your categories. You can continue to add and edit categories, or you can add new category groups. 


To add new Category Groups click the Add Category Group button at the top of the page.



You’ll be taken to the Add Category Group page.  See the example below:



Follow the directions above to add Categories and click Save when done.


Each Group that is created will add a new heading to the Manage Categories page. To add categories to a Group, click the Add [Group Name] link, then create subcategories in the same manner as described above.


To expand Groups and see the sub-categories within, click on the plus sign in the heading.  To edit a Group, click the Edit link next to the Group Name.