15. Managing Sites, Departments, and Job Roles in the Soter Dashboard

🎥 Watch the Video:
Adding and Removing Categories

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📂 What Are Company Categories?

Company categories — such as Sites, Departments, and Job Roles — help you organize and filter worker data within the Soter Dashboard. You can manage these categories from the "My Company" section.

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➕ How to Add Categories

1. Go to My Company → scroll to Company Categories.
2. Choose the category type (e.g., Site, Department, Job Role).
3. Click “Add” → then “Create entry.”
4. Enter one or more names:
   • Add multiple at once by separating with commas
5. Click “Create new entry”
   → Your entries will now appear in the dashboard and can be assigned to workers.

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✏️ How to Edit or Remove a Category

• Click the menu icon (⋮) next to any category name.
• Choose to:
  • Edit name
  • Delete category

⚠️ Important:
If you delete a category that is currently assigned to workers:

• It will be removed from their profiles
• You will no longer be able to use it for data filtering in reports or dashboards

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✅ Best Practices

• Use consistent naming conventions (e.g., “Site – Melbourne” vs “Melbourne Plant”) to avoid confusion.
• Regularly audit and clean up unused categories.
• Reassign users before deleting a category to avoid data gaps.