How To Select Categories as a Member
Link: https://support.brilliantdirectories.com/support/solutions/articles/12000036422
In this article, we will cover how to select categories as a member and how to enable sub category selection for the members inside the admin.
The form category sort order is based on the selection in the "Default Category Sort Order" setting: Default Category Sort Order
Important
- The Top Category is selected in the Contact Details form.
- The Sub Categories and Sub-Sub Categories are selected in the Listing Details form.
- A different approach can be found here: How To Select Categories As A Member In One Member Form.
Login as Member
Login using the member credentials or log in as a member in the Admin Dashboard: Login As Member
Once logged in as a member click on the Contact Details Form:
There is going to be a form field called Top Category or Best Describes You, now select the one that suits the member's business:
Scroll down the form and click on Save & Continue, this will redirect to the Profile Photo tab automatically. From there click on the Listing Details tab:
Members can select multiple sub-categories that they Specializes in:
Members can "Search by Keyword" if there are a lot of categories on this form.
Once the Sub or Sub-sub category has been selected, it will appear as a tag below the "You Are Listed.." message:
Clicking on the "X" on these tags will also de-select the category from the selected options:
Scroll down and click on Save & Continue.
The specialties will appear inside their own tab on the profile page:
The "Specialty/Specialties" wording is a text label that can be changed:
Enabling Category Selection for Members
Member category selection can be enabled per membership plan - there are two settings that allow members to select multiple categories. These settings are in Membership Plans » Plan Settings:
- Search Visibility » Max. Sub-Level Categories Member Can Select
This determines the maximum sub-level categories a member can list in. Enter 'all' to auto-list members in all the available sub categories. Enter 'unlimited' to allow members to select as many sub-level categories as they wish.
- Post Publishing > Member Specialties Checkbox
ACTIVATE so these members can select sub-level categories in their member dashboard area
Choose Which Categories Display on Member Profiles
By default sub and sub-sub categories will display on member's profiles, once these have been selected by the member in the Additional Details form. There is a setting that can narrow down which subs and sub-sub categories appear on the profile.
» Choose Which Types of Sub & Sub-Sub Categories Display on Member Profiles
