A ‘Brand Category‘ is a simple placeholder to group together related Brands. A Brand Category is used only to provide additional MetaData in reports and in the various Filter options in Pulse.
Creation and Management of Brand Categories is conducted via the Address Book with two simple forms.
Only Users with ‘Manage Brands‘ Permission can Create and Manage Brand Categories.
Steps to Create Brand Category
- Go to Address Book
- Select the ‘Brand Categories’ Tab
- Click ‘Create Brand Category’
- Enter the Name and details for the Brand Category
- Click ‘Save’ to save the new Brand Category
Tips for creating a Brand Category:
– Once the Brand Category is created, you can go back and edit the Brands that should be linked to the Brand Category if required.
– Changing the Brand Category for a Brand has no affect on the Projects linked to the Brand. The only affect is how the Projects linked to the Brand will show in ‘Roll-Up’ Brand Category Reports.
– Changing the Brand Category for a Brand has no affect on the Projects linked to the Brand. The only affect is how the Projects linked to the Brand will show in ‘Roll-Up’ Brand Category Reports.