Categories will be one of the first things you will want to set up in PeopleVine. They are used as a way to divide and filter content. They can be used in a variety of content types such as directory locations, galleries, products, events and membership types.

Categories allow you to have depth in your reporting and view your data in a variety of different ways.

How to Create a Category

How to Edit a Category's Settings

How to Access a Category's Options

How to Delete a Category

How to Create a Category

  1. Click on your company name in the top right corner.

2. Navigate to Categories.

3. Click Setup New Category.

4. Choose a name for your Category.

5. Choose a component to assign your category to from the Specific Component dropdown. If you would like to assign your category to multiple components, you should select Universal Category.

6. If you would like this category to be visible to members, make sure to turn on the "Display to Customers" toggle button.

7. You have the opportunity to add customization & messaging, upload a banner, upload a thumbnail or add metadata.

8. Once you are satisfied with your settings, click Create.

How to Edit a Category's Settings

  1. Click on your company name in the top right corner.

2. Navigate to Categories.

3. Click Manage Categories

4. Locate the category you would like to edit.

5. Click edit to the right.

6. Make any changes to the settings for the category.

7. Once you are satisfied with the changes, click Update Category.

How to Access a Category's Options

  1. Follow steps 1 - 3 from How to Edit a Category.

  2. Locate the category you would like to make changes on.

  3. Click the menu icon on the right side.

4. Depending on the component the category is paired with, you will have different options. Click on each bullet point to take action.

How to Delete a Category

  1. Follow steps 1 - 3 from How to Edit a Category.

  2. Locate the category you would like to delete.

  3. Click delete to the right.

Did this answer your question?