Categories may be created and configured by authorized users, typically KB Manager role, or application administrator.
Creating a category
To create a category, select an area by clicking + Add Category, then click the + Add button in the upper-right corner.
If the button for adding a category does not appear, check whether you have permission to add categories. You can configure permissions at Users and Groups → User Details → Permissions tab → Knowledge Base → Categories.
After clicking the Add Category button, a new window will open for entering category parameters. Required fields are marked with a • next to the name.
The form contains the following fields:
- Section – this field is automatically pre-filled based on the section for which the new category is being created. By clicking on the field, you can select a different section from the list of available sections. If the category is being created from a new article, this field cannot be changed.
- Category Name – the name under which the category will be displayed.
- Category description – a brief description of the category, supplementing the name, intended to inform the user about the focus of the articles in the category
- Image – this setting offers two options:
- Icon – clicking this displays a button for selecting an icon and its color.
- Image – clicking this displays a field for selecting an image.
- Visibility – settings for access to the category:
- Public – the category will also be accessible to people who do not have access to CDESK.
- Internal – the category will be accessible only to users with access to CDESK who also have permission set to access the category. You can set permissions in the Users and Groups section → user details → Permissions tab → Knowledge Base → Categories.
The category is created by clicking the Save button.
You can also create a category directly in the form when creating or proposing an article. We discuss the procedure for creating a category in more detail in the section Proposals.
Edit Category
Only users with permission to edit categories can edit a category. You can configure permissions at Users and Groups → User Details → tab Permissions → Knowledge Base → Categories.
To edit a category, click the “
” icon in the upper-right corner.
Clicking will open a form with category parameters. You can change any of the settings. To save your changes, click the Save button in the lower-right corner. Use the Cancel button to close the form without saving the changes.