Understanding Category Management

At HighGround, we understand that managing categories efficiently is key to providing a seamless experience for your clients. That’s why we’ve introduced the Category Management feature – a centralized hub that puts you in complete control of the categories your clients see across the platform.

Whether it's for the Storefront or Tech Spend modules, this feature allows you to easily organize, customize, and fine-tune the categories your clients interact with. As an MSP, you can now manage all your categories from one simple, intuitive interface.

With this tool, you can:

By consolidating these controls into one easy-to-use feature, HighGround empowers you to maintain a streamlined, professional, and organized environment for your clients. It’s all about giving you full control with minimal effort.

You can manage your categories easily by navigating to MSP System Settings. From the left-hand menu, select 'Category Management'. Here, you'll see a list of all the categories currently active in your HighGround account.

From the category management settings, you have a range of options as well as creating categories. You can:

To add a new category to your management settings, follow these steps:

Step 1: Click the blue 'Add Category' button.

Step 2: Give your category a name and assign it a color to help differentiate it visually.

Step 3: Set the visibility options by ticking or unticking Storefront and Tech Spend to determine where the category will appear.

Once your main category is set up, you can add subcategories to further organize your data.

To add a subcategory:

Step 4: Click the dropdown arrow next to the parent category.

Step 5: Select 'Add Subcategory'.

Step 6: Give your subcategory a name and colour.

With these flexible options, you can easily manage and organize your categories and subcategories, ensuring your HighGround account stays clean and well-structured.

Every category in HighGround comes with its own colour — making it easy to spot and visually organise your data at a glance. HighGround’s default categories come pre-loaded with their own colours, but you’re not stuck with them. You can customise the colour for both default and custom categories right from your Category Management settings.

Here’s how to update a category colour:

Step 1: Head to your Category Management settings.

Step 2: Find the category whose colour you’d like to change.

Step 3: Click the existing colour to open the colour palette.

Step 4: Choose your new shade and hit Select.

That’s it — your chosen category (or subcategory) will now appear across HighGround with its updated colour. It’s a small tweak that makes a big difference in keeping your dashboards clean, organised, and easy on the eyes.

You can define the order in which your categories appear — perfect for keeping your best-selling or most important categories front and centre. After all, you probably want your top performers to grab attention first, right?

Here’s how to reorder your categories:

Step 1: At the top of your Category Management list, find the Ordering option (look for the two arrows icon).

Step 2: Scroll to the bottom of the list and click 'Define Order for Storefront' or 'Define Order for Tech Spend'.

Step 3: When you hover over a category, you’ll see a grabber icon appear.

Step 4: Use the grabber to drag and drop categories into your preferred order.

By keeping your categories well-organized and easy to navigate, you’ll provide a smoother and more efficient experience for both you and your clients.

Some of HighGround’s default categories (or even your custom ones) might not be relevant to both your Tech Spend module and your Storefront.

While you can’t delete HighGround’s default categories (they’re permanent residents!), you can hide them from specific modules whenever needed.

Here’s how:

Step 1: Go to your Category Management settings.

Step 2: Find the category you want to hide and simply untick it from either the Tech Spend or Storefront column.

That’s it! The category will immediately disappear from the selected module, keeping your dashboards and Storefront clean, relevant, and clutter-free.

If you’ve got a category that’s outlived its purpose or just doesn’t fit into your Tech Spend or Storefront setup anymore, you can remove it — as long as it’s not one of HighGround’s default categories.

Here’s how to delete a category:

Step 1: Locate the category you no longer need.

Step 2: Click the three dots next to the category name.

Step 3: Select Remove.

Once deleted, the category and any connected subcategories will be instantly removed from your account — no waiting, no confirmation pop-ups, it’s gone for good.

So if a category’s just taking up space or no longer relevant, this quick cleanup keeps your setup tidy and easy to navigate.

We know every client’s setup is different — what’s relevant for one might be completely unnecessary for another. That’s why HighGround lets you hide specific categories for individual clients, directly from their Technology Spend Dashboard.

Here’s how to do it:

Step 1: Open the client’s Technology Spend Dashboard.
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Step 2: Click the three dots in the top-right corner and select Customise View.

Step 3: Use the Hide/Show feature to choose which categories should be visible for this client and which ones you’d like to keep hidden.

Once you’ve made your changes, the dashboard will instantly update — giving your client a clean, relevant view of exactly what they need (and nothing they don’t).

You can also customise the colour and order of categories and subcategories directly from a client’s Tech Spend dashboard. This is great when a client prefers things laid out their way (because we all know every client has “a system”).

Any changes you make at the client level will override the MSP-level settings — but only for that specific client. These tweaks won’t affect anyone else, and you won’t see them reflected in your main Category Management settings. It’s a local adjustment, not a global one.

You can also roll back any client-level customisations and restore everything to the MSP’s default settings. Handy for when things get a little… too customised.

Step 1: Head to the client’s Technology Spend dashboard.

Step 2: Look for the three dots next to the blue Add button.

Step 3: Click Reset.

Step 4: Choose what you want to reset, then hit Confirm.

And just like that, the setting snaps back to the MSP’s default configuration — clean, consistent, and exactly how you set it up originally.