Managing Categories and Groups in VALD Hub

About categories and groups

We have recently made some changes to our grouping functionality in VALD Hub, with the addition of categories.  
Categories provide users with an extra layer of profile segmentation, that sits above new and existing groups in VALD Hub. 

Here is an example of categories and groups: 

Profiles (athletes/clients) can be assigned to multiple groups. For example, a male athlete may be in the following groups: Division 1 and Injured. 

Profiles (athletes/clients) can also be assigned to multiple groups within the same category. For example, a Track and Field athlete may be in following groups: 100m and 200m.

Users can also be assigned access to specific categories and groups only. Therefore you might create categories and groups to manage user permissions. For example, an Injured group might be created to grant a health practitioner access to injured profiles only. 

Create categories and groups 

To create a category: 
  1. Log in to VALD Hub 
  2. Go to Management 
  3. Select Categories 
  4. Click + Add category 
  5. Enter a category name 
  6. Click Save 
To create a group: 
  1. Log in to VALD Hub 
  2. Go to Management 
  3. Select Groups 
  4. Click + Add group 
  5. Enter a group name 
  6. Select a category for the group 
  7. Click Save 

Managing categories and groups 

To edit a category or group: 
  1. Log in to VALD Hub
  2. Go to Management 
  3. Select Categories or Groups 
  4. Navigate to a Category or Group and click the Edit icon 
  5. Select the relevant Category, Groups and Profiles on the Category and Group Management Page