Manage categories

Role: Company Administrator

Categories provide a means of ‘tagging’ messages. This enables them to be grouped on websites (for example, ‘Warning’ and ‘Information’), directed to separate RSS feeds (for example, ‘Melbourne RSS’), and filtered in the workspace view (for example, search by category).

Once you’ve created a new category it’s available for users to apply to new messages or message templates.

Create a new category

  1. Open the Company Settings page (click administration sidebar icon > Administration sidebar > Company Settings).
  2. In the Settings pane on the left expand Categories and click Categories.
  3. Enter a name in the Category Name field.
  4. Select a colour from the colour palette.
    A preview of your nominated category name and colour is displayed above the palette.
  5. Click Save.
    The new category is added to the Edit Categories list.

Edit an existing category

  1. Open the Company Settings page (click administration sidebar icon > Administration sidebar > Company Settings).
  2. In the Settings pane on the left expand Categories and click Categories.
  3. In the Edit Categories section click Edit beside the category you want to edit.
    The category’s details appear in the Manage Categories section above.
  4. Update the category name and colour as required.
  5. Click Save.

Remove a category

  1. Open the Company Settings page (click administration sidebar icon > Administration sidebar > Company Settings).
  2. In the Settings pane on the left expand Categories and click Categories.
  3. In the Edit Categories list click Remove next to the category.
  4. In the message that appears click OK to confirm your action.
    The category is removed from the Edit Categories list.

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