- Open the Account tab from the menu.
If you want to add a category under a different node than the top node, do the
following, otherwise continue to the next step:
- Under Select Path, click on Change Path. The Select Path page opens.
- Highlight the node where you want to create a new category.
- Click Select.
- Click Add Category. The Add subcategory page opens.
- Enter the Subcategory name. Use up to 250 characters.
- Click SAVE.