View or Edit a Category

You can view and edit the properties of an existing Category.

Note: From the Category screen, you can't add items to a Category, or remove items from a Category. Instead, you must navigate to the main screen for the item type. For example, if you want to add a Template to a Template Category, you must navigate to the Templates screen, and edit the properties of the desired Template.

To view or edit an existing Category:

1. From the User Details drop-down menu in the top-right corner of the screen, select Admin. The Administration window is displayed.

2. From the tool bar at the top of the Administration window, click Settings. The Settings screen is displayed, with the Folder tab selected by default.

3. Select the Category tab. For each Category, the screen displays its code, name, and type.

4. Optionally, search for the desired Category (see Search for a Category for more information on the available search options).

5. Click the desired Category. The Edit Category pop-up window is displayed. In addition to the Category Code, Name, and Type, this pop-up also displays all elements assigned to this Category.

6. Optionally, make any necessary changes to the Category Code and / or Name (you can't edit a Category's Type).

7. Click Save.