Managing Sites, Departments, and Job Roles in the Soter Dashboard
Watch the Video:
Adding and Removing Categories
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.
How to Add Categories
- Go to My Company → scroll to Company Categories.
- Choose the category type (e.g., Site, Department, Job Role).
- Click "Add" → then "Create entry."
- Enter one or more names:
- Add multiple at once by separating with commas
- Click "Create new entry"
→ Your entries will now appear in the dashboard and can be assigned to workers.
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
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.
Was this article helpful?