Manage Categories

Category Management enables Organization Admins to create categories that can be used to organize and manage various resources within an organization. Once categories are created and the Category Management feature is enabled, categories can be assigned to the following resources:

• Quick Message Templates

• Message Templates

• Sender Profiles

• Voice Recordings

• Map Regions

After categories are assigned, users can filter these resources by category to quickly find the items they need.

To access categories:

1. Click the Settings icon in the header menu.

2. In the left pane, click Category Management.

   

3. Select Enabled Categories on the Categories page to enable Category Management. When enabled, the categories list is displayed, and categories can be assigned to supported resources, such as Quick Message templates, Message Templates, Sender Profiled, etc. When disabled, the categories list is hidden, and categories cannot be assigned to supported resources.

   

   On the Categories page, you can view a list of categories and their corresponding information.

   • Category Name: Name of the category.

   • Created By: Name of the user who created the category.

   • Created Date: The creation date of the category.

   • Templates Assigned: The number of templates associated with this category.

Create a Category

Follow the steps to create a category:

1. In the Categories page, click the Add Category button.

   

2. In the Create Category dialog, specify a name for the category.

   

3. Click the Save button.

   The category has been created and added in the list.

Once a category is created, it becomes available for assignment to Quick Message Templates, Message Templates, Sender Profiles, Voice Recordings, and Map Regions. You can assign the category to the appropriate templates to organize them effectively and make them easier to manage and filter.

Modify a Category

Follow the steps to modify a category:

1. On the Categories page, click the ellipsis (three dots) icon next to the category you want to modify.

   

2. From the popup menu, click View and Edit.

3. In the Edit Category dialog, update the category name as needed, and then click Save to apply the changes.

Remove a Category

Follow the steps to remove a category:

1. On the Categories page, click the ellipsis (three dots) icon next to the category you want to modify.

   

2. From the popup menu, click Delete Category.

   

3. In the Confirm dialog, type Yes, and then click OK. The selected category is deleted from the organization.