Set up a Company Category

Internal companies must belong to a company category or sub-category.

Security Note: You need the Allow company maintenance security right in the Organisations domain security rights group for this activity.

Activity Steps

1. Select the Organisations panel in the Solution Explorer.
2. Perform one of the following steps:
   1. To set up a top-level company category, right-click the Internal Companies node and select New » Company Category from the menu.
   2. To set up a company sub-category, right-click a company category and select New » Company Category from the menu.
3. Update the name of the company category node if required.
4. Click Save.