Manage contractor organization categories and groups

Learn how contractor categories and groups work and how to customize the list to meet the requirements of your organization. You need the Contractor Manager user role to access these settings.

How it works

A category is a name given to describe contractor organizations. For example, you might create a category called Facilities and Property Services.

A group is a subset of the category. For example, electrical, plumbing, cleaning, and maintenance could be groups under the Facilities and Property Services category.

Categories and groups are not mandatory, but by using them, you can easily organize your contractors, making it easier to create a report using filters and set up notifications or triggers based on a category or a group.

There is a default list of categories and groups. You can edit, rename, and delete any category or group within a category. You can also create your own categories and groups within those categories.

Contractor organizations can belong to one or more categories and groups.

Manage organization categories

Add a new category

  1. Go to Tools > Contractors Manager.
  2. Select Organization Categories and Groups from the menu on the left.
  3. Click Create a New Category.

  4. Enter a name for the category.
  5. Click Update Selection, then click Manage Options.
  6. To add a group to your new category, select New Option.
  7. Enter a name for the group, then click Save.
  8. Click Finish Editing, then click Close.
  9. Click Save.

Edit a category 

  1. Go to Tools > Contractors Manager.
  2. Select Organization Categories and Groups from the menu on the left.
  3. Click View next to the category name you wish to edit.
  4. Edit the category name, then click Save.

Delete a category

You can only delete a category if it hasn't been linked to a contractor organization.

  1. Go to Tools > Contractors Manager.
  2. Select Organization Categories and Groups from the menu on the left.
  3. Click Delete next to the category.

  4. Click Remove to confirm. 

 

Manage organization groups

Add a new group

  1. Go to Tools > Contractors Manager.
  2. Select Organization Categories and Groups from the menu on the left.
  3. Click View next to the category where you want to add the new group.

    Contractors-org-group.png
  4. Click Update Selection.
  5. Click Manage Options, then select New Option.
  6. Enter a name for the group, then click Save.
  7. Click Finish Editing, then click Close.
  8. Click Save.

Edit a group name

You can update the name of a group within a category. 

  1. Go to Tools > Contractors Manager.
  2. Select Organization Categories and Groups from the menu on the left.
  3. Click View next to the category where the groups are linked.
  4. Click Update Selection, then click Manage Options.
  5. Click Rename.

    Contractor-manage-groups.png
  6. Update the group name.
  7. Click Save, then click Finish Editing
  8. Click Close, then click Save.

Delete a group

You can only delete a group if it hasn't been linked to a contractor organization.

  1. Go to Tools > Contractors Manager.
  2. Select Organization Categories and Groups from the menu on the left.
  3. Click View next to the category where the groups are linked.
  4. Click Update Selection, then click Manage Options.
  5. Click Delete, then click Yes to confirm.

    Contractor-manage-groups-delete.png
Next step: Set up a trigger using the contractor category or group as the rule.