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
- 1Go to My Company → scroll to Company Categories.
- 2Choose the category type (e.g., Site, Department, Job Role).
- 3Click "Add" → then "Create entry."
- 4Enter one or more names (add multiple at once by separating with commas), then 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
- 1Click the menu icon (⋮) next to any category name.
- 2Choose to edit the name or delete the category.
Important: If you delete a category that is currently assigned to workers, it will be removed from their profiles and 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.
More in SoterCoach Enterprise
Welcome to SoterCoach EnterpriseThe Soter Device, Hub, and AttachmentsDaily Workflow: Taking, Wearing, and Returning DevicesHow to Wear the SoterCoach DeviceCoaching, Hazardous Movements, and How SoterCoach HelpsHow to Use SoterCoach Across Your WorkforceUnderstanding the Soter Dashboard: Overview PageUsing the Soter Dashboard: Activity Page OverviewUsing the Worker Profile PageUsing the “Needs Action” PageMonitoring Your Equipment: Devices Page OverviewHow to Add or Delete WorkersHow to Edit a Worker ProfileManaging Dashboard UsersImplementation Best Practices for Launching SoterCoachUsing the SoterCoach Mobile AppCommon Troubleshooting TipsHow to Change a User’s Job Role
Was this article helpful?