Managing Categories within your eStore

Adding:

You can create as many categories and subcategories as you wish within the Shopping Portlet.  To create a category log into your VolunteerMatters Components site with the appropriate administrative access and navigate to your shopping page.  There click on the “Add Category” button ().  If you wish to add a subcategory, you will need to click on a category to take you into that particular category and then click the “Add Subcategory” button ().  

This will take you to the Category page where you can designate the following:

1. Category Name
2. Description (plain text and appears when there is a list of the categories)
3. Detailed Description (available with HTML and appears when you are in the category)
4. Permissions which will designate who has access to view that category.

Editing:

To edit an existing category’s name, description, detailed description, parent category, and permissions you will log into VolunteerMatters Components with the appropriate administrative access and navigate to your shopping page.   There you will locate the category you wish to edit and click the “Actions” button () and select “Edit”:

 

 

This will open the Category page where you can edit the Category Name, Description, Detailed Description, and Parent Category. 

To change the category you will click the “Select” button under “Parent Category”:

This will open a new window which will allow you to navigate through your shopping portlet category structure and choose the category’s location (parent category).

 

To modify a category’s permissions you will locate the category you wish to modify and click the “Actions” button () and select “Permissions”:

 

After you have clicked the “Permissions” button you will be presented with a grid of permission choices/options of the category that you can update:

 

To make a public category, Member only, you will need to uncheck "View" from the Guest role and click "Save". To make a Member only category, public, you will need to check "View" for the Guest role and click "Save".

You can also make selections as to who has the ability to update the category, etc.  For the most part you will only mark whether or not who can VIEW the folder.  The rest of the settings will depend on the user’s built-in permissions.

 

Deleting:

*NOTE: IF YOU DELETE A CATEGORY YOU WILL DELETE ALL OF ITS SUBFOLDERS AND ITEMS!!!!

Please move any subcategories or items prior to deleting a category if you wish to keep them!

To delete an existing category you will log into VolunteerMatters Components with the appropriate administrative access and navigate to your shopping page.   There you will locate the category you wish to delete and click the “Actions” button () and select the “Delete”: