How To Add Categories Manually From The Admin
In this article, we will be showing on how to add Top, Sub and Sub-Sub Level categories manually via the admin.
If the preference is to import categories via CSV file, please refer to the article down below:
How To Import A Top-Level & Sub-Level Category Structure Via CSV File
** For information about all of the fields within the Member Categories refer to this article: How To Add & Edit Member Categories
How To Add Top-Level Categories
To add a top-level category, navigate to the Members --> Member Categories --> Click on the "Add Top-Level Categories" button:
A module will appear, add the Top level categories in the text area:
As the text above and the banner indicates, only enter one category per line:
Click on the "Save Top-Level Categories" button and the new top-level categories will be created on the fly.
How To Add Sub and Sub-Sub Level Categories
To add a sub or sub-sub level category, navigate to Members --> Member Categories --> Click on the "Add Sub-Level Categories" button:
The "Add Sub-Level Categories" screen will pop up. It is important to specify a parent element when adding a Sub-Level Category:
As the text above indicates, only put one category per line.
W|hen adding a Sub-Sub Level Category - specify a sub parent element as highlighted down below:
The "Add Sub-Sub Level Categories" screen will pop up. It is important to specify a parent element when adding a Sub-Sub Level Category:
As the text above indicates, only put one category per line.
Deleting a Top or Sub Level Category:
Deleting Top or Sub Level categories can have unforeseen consequences if the Top-Level category has Sub Level categories associated with it, or if members have already selected this Top-Level category on their profile. The same would apply to Sub Level categories that are being deleted.
To avoid these potential issues, our team has implemented a fail-safe which will check for these potential circumstances and will alert the admin.
- If The Top or Sub Level category has members under it, it will prompt to move those members to a different category.
- If The Top Level category has sub-level categories under it, it will prompt to move those Sub Level categories to a different Top-Level category.
- If The Top Level category has both members and subcategories, it should prompt to move both the members and subcategories to a different Top-Level category.
- In the event that the category being removed is a Sub Sub Level category, the system will allow the option to move this category under a new parent Sub-level category.
