Creating a Parent Category
1. Once you have logged into the platform, go to System in the left column and select System Categories from the dropdown menu.
2. Click Setup Parent Categories in the Data Categories sections.
3. Enter a Category Name and click Save when you are done.
Creating a Sub-Category
1. Once you have logged into the platform, go to System in the left hand column and select System Categories from the dropdown menu.
2. In the Data Sub-Categories section, click Setup Sub-Category.
3. Enter your Sub-Category Name. Click the dropdown menu and select your Parent Category and your Data Type. Click Save when you are done.
