Add, Edit and Delete Categories

Contents

• Overview
• Pre-conditions
• Steps
• Notes

Overview

Learn how to add, edit and delete categories and sub-categories.

Categories are an organizating tool, as they can contain documents, templates, modifications, and snippets as well as sub-categories, to essentially create a hierarchy of content that fit your organization's taxonomy map.

Pre-conditions

• System level permission: 'System Administration'

Steps

Add a New Category:

1. Open the dashboard.
2. Select Admin panel from the menu bar in the top right corner.
3. Select the Categories tab from the top bar navigation menu.
4. Click on the + New category button.
5. Enter a category name.
6. (Optional): Tick the Available on Policy Portal* box if the category should be visible on the Policy Portal.
7. Select Create.

Add a New Sub-category:

1. Open the dashboard.
2. Select Admin panel from the menu bar in the top right corner.
3. Select the Categories tab from the top bar navigation menu.
4. Point to the parent category.
5. Click on the three-dot icon.
6. Select New sub-category.
7. Enter the sub-category name.
8. Select Create.

Move a Category:

1. Open the dashboard.
2. Select Admin panel from the menu bar in the top right corner.
3. Select the Categories tab from the top bar navigation menu.
4. Find the category which should be moved.
5. Point to the three-dot icon.
6. Select Move to.
7. Select a new category where selected category should be moved to.

Delete a Category or Sub-category:

1. Open the dashboard.
2. Select Admin panel from the menu bar in the top right corner.
3. Select the Categories tab from the top bar navigation menu.
4. Find the category or sub-category to be deleted.
5. Point to the three-dot icon.
6. Select Delete*.
7. Click on Delete.

Notes