See our guide on customise Track categories. if you’d like to configure categories for Tracks.
Not using the Supplier Accounts module yet? Find out more here or contact support@isms.online to arrange a demo.
Feature Overview
Previously, ISMS.online provided customers with default account categories. This new feature gives you full control to customise these categories, allowing you to manage Accounts in more detail and tailor the setup to match how your organisation works.
With this enhancement, you can:
- Define categories that apply across all Accounts.
- Apply filters in the Accounts Reports page to display custom categories.
- Administer categories from the ISMS.online Settings page.
- Create and delete categories (including default ones).
- Edit category names and colours.
- Decide whether a parent category allows one or multiple child categories.
- Move and reorder categories.
How to Customise Account Categories
Note: You must be a Platform Administrator to perform these steps.
- Hover over your profile picture in the top right corner.
- Select Organisation Settings.
- Click ISMS.online Settings.
From here, you can create, edit, delete, and organise your custom categories.
Applying Categories to Individual Accounts
Once your categories are defined:
- Open the relevant Account.
- Go to the Headlines page.
- Apply the appropriate categories from your custom list.
Viewing Account Reports with Categories
When categories have been applied to your Accounts:
- Go to the Accounts Reports area.
- Use the Category filter in the top left to refine the report view.
Chart types:
- Donut charts display for parent categories that allow only one child category.
- Bar charts display where multiple child categories can be applied.
Clicking a category in the report will open a detailed list view — for example, selecting Core Customer will show all Accounts tagged with that category.