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How to categorise products and share information between them? (September 2023)

Learn how to effortlessly categorise and organise your products and services in Skyjed. This brings a whole new level of flexibility to tailor your Skyjed platform. We have also introduced Two-Factor Authentication.

Categorise your Products 

The new feature, Product Hierarchy gives users the flexibility to add product layers to their current product set-ups and create a hierarchical relationship between two or more products. An example for financial organisations might be (Category) Credit Cards > (Sub-Category) Business Cards > (Product) Platinum Credit Card.  

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What can you do with it?

  • Share commonly required product related information to the lower layers by using the “cascade” icon.  
  • Rename and colour code each layer and change at any time.

 

How to start using today!

  • For a new Category product, ADD PRODUCT as you would normally following the prompts and set up as Category Product. 
  • For a new Sub-category product, ADD PRODUCT, follow the prompts, select Sub-Category Product and from the selections, click “Product of” and then the Category. 
  • For a new Product, ADD PRODUCT, follow the prompts, select Product and from the selections, choose that it is a “Product of”  and then the Sub-category.

For existing products:

  • In SETTINGS in the purple side bar and create the layers at the organisational level Settings. Once completed, then assign each product to the associated layers in the Manage Tab.

 

Sharing Information to lower hierarchy layers

To share information, across the layers, use the same Design Template:

  • Develop your product design for your Category Product, click on the “Cascade” icon and publish your design. 
  • When you start your product design for your Sub-Category Product, the driver will pre-populate the information cascaded. 

Click here for more info in the Knowledge Centre.

Where is Product Hierarchy available?

Product Hierarchy is available on the Enterprise Plan and settings to be managed by Super Administrators or Administrators.

 

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Two-Factor Authentication

For all non-SSO authentication accounts we have enabled Two-Factor Authentication (2FA) to further enhance security of Skyjed accounts. This available to all Skyjed plans.