How can I add new Contract Categories

Step 1: Create the Contract Category and Contract subcategory:

1.) Go to Community > Contracts > Contracts
2.) Click the Edit Categories button (to the right of ‘Categories’)

3.) Click New Category
4.) Enter the category name and click Save (example: '2024')

5.) Locate the new Category in the Contract Categories and Approvers list
6.) Click on the ‘++’ to add the contract SubCategory and Save (example: '2024 Contracts')

Step 2: Assign the contract category to the account role

7.) Go to System > Settings & Security > Account Roles
8.) Select the account role you wish to provide access to
9.) Locate the box in the account role settings, for Contract Categories and click Edit

10.) Select the new 2024 Contract Category and Save

example:

11.) Save the Account Role

Done.