đ Note: The screenshots and settings shown in this article may not match what you see in your own platform, as Rosterfy is highly customisable. If you need guidance specific to your setup, please contact our support team.
Item Categories allow you to organise and group your items based on their purpose or type. By categorising your items, you keep your workspace structured, tidy, and easily searchable, ensuring that related resources and inventory can be managed efficiently.
đĄTip: An Item Category can be assigned at any point during the item creation or update process. See the Create and Update an Item article for more information.
IN THIS ARTICLE:
Create an Item Category
Click Users > Rewards and recognition.
Click the Category tab.
Click the Create button. The Create Category screen appears:
Enter a Name for the category.
Click the Save button.
Update a Category
Click Users > Rewards and recognition.
Click the Category tab.
Click the More Actions menu on the category you wish to update.
Click Update. The Update Category screen appears:
Update the category Name if desired.
Click the Save button.
Delete an Item Category
â ď¸ Warning: Deleting an item category is a permanent action and data cannot be restored.
Click Users > Rewards and recognition.
Click the Category tab.
Click the More Actions menu on the category you wish to update.
Click Delete. The following window appears:
Click the Yes button.