Managing Categories and Groups

Categories & Groups

In this section you can view, edit, remove (depending on the access rights granted to you) the categories and groups that 'define' or 'explain' what services you provide to your customer. Remember; when we say 'your customer' we are referring to the organization that gave you access to their Service Provider Portal.

What are Categories & Groups?

A Category is a name given to describe at the highest level, the services your organization delivers to someone. For example you might belong to a Category called "Building Services".

A Group is a sub-set of the Category. For example "electrical", "plumbing", "cleaning", and "maintenance" could be Groups under the Category called "Building Services".

You cannot modify what categories and groups are available to you, these are set up by your customer; this being the organization that gave you access to their Service Provider Portal.

Selecting Categories & Groups

To select your groups, use the checkbox next to each group relevant to your organization's goods or services and click Save.

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To proceed with learning how to add people (we call them Members), click the Next Article button below.

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