In this article, we will show how to add Top, Sub and Sub-Sub Level categories manually via the admin.
If the preference is to import categories via a CSV file, please refer to the article 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:
⚠️ Entry Requirement: Enter only one category per line inside the text area.
Click on the "Save Top-Level Categories" button, and the new top-level categories will be created on the fly.
How To Add Sub & 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:
⚠️ Entry Requirement: Enter only one category per line inside the text area.
When adding a Sub-Sub Level Category - specify a sub-parent element as highlighted 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 Categories
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 that will check for these potential circumstances and will alert the admin.
System Behavior When Deleting Categories
When deleting a category that contains active data, the admin panel will display specific prompts to protect the directory structure:
- Top-Level with Members & Sub-Categories: A prompt will appear to move both the active members and the sub-categories to an alternate Top-Level destination.
- Top-Level with Sub-Categories: A prompt will appear to move the associated sub-level categories to a different Top-Level category.
- Sub-Sub Level Category: An option will be provided to move the sub-sub category under a completely new parent Sub-level category.
