---
title: Manage Categories
description: Category Management enables Organization Admins to create categories that can be used to organize and manage various resources within an organization....
---

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1. [Regroup Knowledge Base](https://resources.regroup.com/regroupkb)
2. [Set Up Organization Account](https://resources.regroup.com/regroupkb/set-up-organization-account)

# 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**.
   
   ![](https://resources.regroup.com/hubfs/Knowledge%20Base%20Import/category1-1.png)
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.
   
   ![](https://resources.regroup.com/hubfs/Knowledge%20Base%20Import/Enable-Categories.png)
   
   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.
   
   ![](https://resources.regroup.com/hubfs/Knowledge%20Base%20Import/Add-Category-button.png)
2. In the **Create Category** dialog, specify a name for the category.
   
   ![](https://resources.regroup.com/hubfs/Knowledge%20Base%20Import/Create-Category2.png)
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.
   
   ![](https://resources.regroup.com/hubfs/Knowledge%20Base%20Import/Modify-category1.png)
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.
   
   ![](https://resources.regroup.com/hubfs/Knowledge%20Base%20Import/Delete-Category1.png)
2. From the popup menu, click **Delete Category**.
   
   ![](https://resources.regroup.com/hubfs/Knowledge%20Base%20Import/Delete-Category2.png)
3. In the **Confirm** dialog, type **Yes**, and then click **OK**. The selected category is deleted from the organization.

- [Getting started](https://resources.regroup.com/regroupkb/getting-started)
- [Incident Management](https://resources.regroup.com/regroupkb/incident-management)
- [Set Up Organization Account](https://resources.regroup.com/regroupkb/set-up-organization-account#main-content)

    - [Organization Setting](https://resources.regroup.com/regroupkb/set-up-organization-account#organization-setting)
    - [Configure Organization Sign-Up Pages](https://resources.regroup.com/regroupkb/set-up-organization-account#configure-organization-sign-up-pages)
    - [Manage Group Automation](https://resources.regroup.com/regroupkb/set-up-organization-account#manage-group-automation)
    - [Configure Message Default Settings](https://resources.regroup.com/regroupkb/set-up-organization-account#configure-message-default-settings)
    - [Manage Add-Ons](https://resources.regroup.com/regroupkb/set-up-organization-account#manage-add-ons)
    - [Configure Social Media Preferences](https://resources.regroup.com/regroupkb/set-up-organization-account#configure-social-media-preferences)
    - [View and Download Message Reports](https://resources.regroup.com/regroupkb/set-up-organization-account#view-and-download-message-reports)
- [Configure Contacts Management](https://resources.regroup.com/regroupkb/configure-contacts-management)
- [Set Up Admins and Roles](https://resources.regroup.com/regroupkb/set-up-admins-and-roles#main-content)

    - [Manage Roles](https://resources.regroup.com/regroupkb/set-up-admins-and-roles#manage-roles)
    - [Managing Existing Admins](https://resources.regroup.com/regroupkb/set-up-admins-and-roles#managing-existing-admins)
- [Manage Roles](https://resources.regroup.com/regroupkb/manage-roles)
- [Manage Groups](https://resources.regroup.com/regroupkb/manage-groups#main-content)

    - [Create Groups Using Import](https://resources.regroup.com/regroupkb/manage-groups#create-groups-using-import)
    - [Add Groups Using FTP Import](https://resources.regroup.com/regroupkb/manage-groups#add-groups-using-ftp-import)
    - [Create or Update Group Hierarchy](https://resources.regroup.com/regroupkb/manage-groups#create-or-update-group-hierarchy)
    - [Manage Group Files](https://resources.regroup.com/regroupkb/manage-groups#manage-group-files)
    - [Manage Group Admin Profile](https://resources.regroup.com/regroupkb/manage-groups#manage-group-admin-profile)
    - [Export Groups](https://resources.regroup.com/regroupkb/manage-groups#export-groups)
- [Configure Recipients and Admins](https://resources.regroup.com/regroupkb/configure-recipients-and-admins#main-content)

    - [Add Recipients to Groups](https://resources.regroup.com/regroupkb/configure-recipients-and-admins#add-recipients-to-groups)
    - [Manage Group Contacts](https://resources.regroup.com/regroupkb/configure-recipients-and-admins#manage-group-contacts)
    - [Manage Organization Contacts](https://resources.regroup.com/regroupkb/configure-recipients-and-admins#manage-organization-contacts)
    - [Manage Floating Contacts](https://resources.regroup.com/regroupkb/configure-recipients-and-admins#manage-floating-contacts)
- [Manage Communication Channels](https://resources.regroup.com/regroupkb/manage-communication-channels#main-content)

    - [Create Channels](https://resources.regroup.com/regroupkb/manage-communication-channels#create-channels)
    - [Create Channels Using Import](https://resources.regroup.com/regroupkb/manage-communication-channels#create-channels-using-import)
    - [Setup Channels](https://resources.regroup.com/regroupkb/manage-communication-channels#setup-channels)
    - [Create and Manage Sender Profiles](https://resources.regroup.com/regroupkb/manage-communication-channels#create-and-manage-sender-profiles)
    - [Setup Social Media](https://resources.regroup.com/regroupkb/manage-communication-channels#setup-social-media)
    - [Add Recipients to Channel](https://resources.regroup.com/regroupkb/manage-communication-channels#add-recipients-to-channel)
    - [Manage Existing Channel Admins](https://resources.regroup.com/regroupkb/manage-communication-channels#manage-existing-channel-admins)
    - [Setup Channel Subscriptions](https://resources.regroup.com/regroupkb/manage-communication-channels#setup-channel-subscriptions)
    - [Manage Subscribers](https://resources.regroup.com/regroupkb/manage-communication-channels#manage-subscribers)
- [Manage Messages](https://resources.regroup.com/regroupkb/manage-messages#main-content)

    - [WhatsApp Messaging](https://resources.regroup.com/regroupkb/manage-messages#whatsapp-messaging)
    - [Set Up Message Defaults While Messaging](https://resources.regroup.com/regroupkb/manage-messages#set-up-message-defaults-while-messaging)
    - [Message Templates](https://resources.regroup.com/regroupkb/manage-messages#message-templates)
    - [Manage Voice Recordings](https://resources.regroup.com/regroupkb/manage-messages#manage-voice-recordings)
    - [Sent Messages and Reports](https://resources.regroup.com/regroupkb/manage-messages#sent-messages-and-reports)
    - [Set Up Map Region](https://resources.regroup.com/regroupkb/manage-messages#set-up-map-region)
    - [Scheduled Messages](https://resources.regroup.com/regroupkb/manage-messages#scheduled-messages)
    - [Manage Quick Messages](https://resources.regroup.com/regroupkb/manage-messages#manage-quick-messages)
    - [Manage Form Fields](https://resources.regroup.com/regroupkb/manage-messages#manage-form-fields)
- [Regroup Add-ons](https://resources.regroup.com/regroupkb/regroup-add-ons#main-content)

    - [Manage Delivery Priority Order](https://resources.regroup.com/regroupkb/regroup-add-ons#manage-delivery-priority-order)
    - [Enable RSS](https://resources.regroup.com/regroupkb/regroup-add-ons#enable-rss)
    - [Manage Web Polling](https://resources.regroup.com/regroupkb/regroup-add-ons#manage-web-polling)

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