Manage a category

You can create, modify and delete categories.

Create a category

Create categories to group related items.

  1. Navigate to System > Categories.

    The Categories page displays the list of categories provided by TotalAgility.

  2. Click New.

    The New category dialog box is displayed.

  3. Enter a Name for the category.
  4. Optional. To create a category within an existing category, select a Parent category. (Default: None)
  5. Optional. Enter a Description for the category.
  6. By default, all resources (Everyone) can access categories. To restrict the category access to specific resources, click Add for Category access.

    The Add category access dialog box is displayed.

  7. Add the required groups or individuals and click Done.
  8. Click 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 the name and description.

Maintain a category

You can modify and delete a category.

  1. Navigate to System > Categories.

    The Categories page displays the list of categories.

  2. To modify a category, do the following:
    1. Click the category to modify.

      The Edit category dialog box is displayed.

      Note Alternatively, to display a specific category, enter the name of the category in the Search field and click .
    2. Make the changes as needed.
    3. Click Save.
  3. To delete a category, on the context menu of the category to delete, click Delete.
    On confirmation, the selected category is deleted.

See Categories.