Adding Categories to the Curriculum

Key Steps

  1. Click on the Customer Portal icon
  2. Click on Categories under the Curriculum section
  3. Click on the Create Category button
  4. Enter a Name for the Category
  5. Check whether or not you want the category to be visible on the customer portal
  6. Enter a Description for the category
  7. Click on the + to upload a thumbnail for the category
  8. Click on the blue Create button 
  9. Click on the Category you just created
  10. In the Select Rosters field, choose which rosters can view this category
  11. In the Select Ranks field, choose which ranks can view this category
  12. Click on the blue Save button

👇 For more detailed steps, refer to the article below:

How to Add Categories

The curriculum section of your customer portal is where your members can access lessons and learning materials you provide. Organizing your curriculum section is highly flexible and you have the ability to control which rosters can access different elements of your curriculum. 

Your curriculum is first split up into separate categories and then within each category, you can build different sections. Within the sections is where your lessons will go. To start building out your curriculum, you will first want to create categories. 

Navigate to the Categories page by clicking on the Customer Portal icon and then selecting Categories.

The Categories page has listed all of your current categories. 

To create a new category, click on the Create Category button.

To create your category, you will first need to give it a Name. 

You also have the option to select whether you want this category to be visible in the customer portal. For categories that are not marked as visible, students will not be able to view the category or the sections and lessons inside. 

You will also need to add a brief Description of the category and then click on the + button at the bottom of the page to upload a thumbnail.

Once you have finished adding all of the details for your category, click on the blue Create button.

Once you have created the category, you can go back in and add Permissions to control what students have access to this category. To reopen the category, click on the name of the category you just created. 

Scroll down to the bottom of the Edit Category page to find the Permissions section. This is where you can specify which students have access to view this category. 

In the Select Rosters field, you can choose from your existing rosters and only students on the rosters that you pick will have access. 

In the Select Ranks field, you can choose specific ranks from any of your styles and only students who actively have that rank can view this category.

If you don’t want any restrictions on who can access this content, leave these fields blank. 

Once you are done editing the permissions, click the Save button in the top right corner.

On the main curriculum page in the Pulse Members app, you will see all of your categories listed with their name and description underneath the thumbnail. When students tap on one of the categories, they will be taken to a new page with the sections in that category.

To rearrange the order categories display on the student portal in, you can reorder them on the Categories page. 

Click and hold on the 6 dots next to the name of the category you want to move in order to drag and drop it into place.