Client Request Categories Last updated: Aug 16, 2026

Client Request Categories are the categories clients pick from when raising a request in the client self-service portal.

To manage them, navigate to Settings > Client Request Categories and click New Category.

Active categories appear in the client portal when submitting new requests. Disabled categories are hidden from clients but preserved for historical records.

Categories help route and report on incoming requests — keep the list short and clear so clients always know which one to pick.