Manage your Categories and Sub-Categories in Admin.
The Categories and Sub-Categories of your company can be added, edited and deactivated in the Location's General Settings by users with Administration access within Xakia.
In this article:
- How to access and manage Categories and Sub-Categories
- How to add Categories and Sub-Categories
- How to edit or deactivate Categories and Sub-Categories
How to access and manage Categories and Sub-Categories
- Click on 'Admin' from the top navigation menu
- Select the relevant Location (only relevant if you have access to more than one Location)
- Select 'General Settings' from the left hand menu
- Select the 'Categories' tab
How to add Categories and Sub-Categories
- In the Categories section, click the 'Add New' button
- After a Category has been added, highlight the Category and select 'Add New' in the Sub-Categories section
- You can also choose to assign a colour to the Category by clicking on the down arrow on the colour and choosing a colour
How to edit or deactivate Categories and Sub-Categories
A Category or Sub-Category can:
- Be deactivated by clicking 'Deactivate' next to its name
- Be renamed by clicking on the 'edit' button next to its name
Note: Once Categories and Sub-Categories have been established and contain data, they cannot be deleted to preserve the integrity of the data.
If you require more information or support, you can get in touch with the Support team here or email support@xakiatech.com.