Manage a category

You can create, modify, and delete categories on the Categories page.

To open the Categories page, navigate to System > Categories. A list of categories provided by TotalAgility appears.

Use the following links to learn how to manage a category:

Create a category

Create categories to group related items.

On the Categories page, select New.

The New category dialog box is displayed.
Enter a Name for the category.
Optional. To create a category within an existing category, select a Parent category. (Default: None)
Optional. Enter a Description for the category.

The description for the category cannot be more than 60 characters.
By default, all resources (Everyone) can access categories. To restrict the category access to specific resources, select Add for Category access.

The Add category access dialog box is displayed.
Add the required groups or individuals and select Done.
Select Save.

The category is listed on the Categories page. If you have selected a parent category, such as System Category, the new category is added under the parent category. Expand the parent category to view the newly added category.

You can sort the categories in alphabetical order on name and description.

You can modify a category.

On the Categories page, select the category to modify.

The Edit category dialog box is displayed.

Alternatively, to display a specific category, enter the name of the category in the Search field and select .
Make the changes as needed.
To view category associations, select Associations.

The Category associations dialog box is displayed listing all the items associated with the category as hyperlinks. On the Type list, you can also filter the items.
Select Save.

You can delete a category.

On the Categories page, on the context menu of the category to delete, select Delete. On confirmation, the selected category is deleted.