Categories

Overview

This section refers to a dedicated area where administrators can manage and create categories for organizing content within a Channel. Categories allow you to organize the Channel content with a great degree of flexibility. For an increased flexibility, the system supports both Tags and Categories, however they are not the same. The behavior of Tags and Categories is different. Even though both are taxonomies (a grouping system) and similar to each other, Categories allow you to organize content in a broader way compared to Tags.

Example:

• Category: Soccer
• Tags: Neymar Jr, Vasco, World Cup, etc.

Categories support a hierarchical structure (3 levels), allowing administrators to create parent-child relationships between categories. This enables a nested organization of content and helps maintain a logical and hierarchical arrangement.

Add Category

To create a new category, click on the Add Category button.

Details

A section that holds all the details of a category.

Title

The title of the category. It is a required field: 1-30 characters.

Description

The description of the category. It is a required field: max 250 characters.

Some HTML tags are available, such as: heading tags (H1 and H2), bold, italic, underline, strikethrough and links.

Slug

A component of a URL that follows the domain name and is used to uniquely identify a specific page.

It is a required text field that is derived from the category title by default but it can be edited. It must be unique for that entity (category) and channel. The field does not accept special characters, only letters (lower case), numbers and dashes.

Images

The banner image for a category should enhance text readability. The ideal image is one that complements the content without overpowering it.

Images can be uploaded directly from your computer or the Upload Center, and must be in one of the following supported formats: png, jpg, jpeg, svg, or webp.

Parent Category

It is an optional field. In the event you are creating a child category, you must select its parent category in this field.

Categories can be organized in 3 levels: Parent > child > child of child.

Level of Access

The level of access of the category. It is a required field.

• Default: this option is selected by default. The category will inherit the level of access of the Channel.
• Public: the category will be publicly available to anyone.
• Exclusive (Login required): the category will be available to registered users.
• Private (Password required): the category will be protected by a password. Only people with the password can access it. If this option is selected, a password is required (min of 4 characters).
• Paywall: the category is behind a paywall and associated to one or more products. Only users who have purchased the product can access it. To select one or more products, click on the Select products dropdown. To create a new product, click on the Create a Product button.

Location (Geofence)

Similar to the Channel location, a category can have specific geographical boundaries or restrictions. It is an optional field:

• Include - a list of countries that will have access to the category.
• Exclude - a list of countries that will not have access to the category.

Preview

A preview of the selected images.

Edit Category

To edit a category, click the pencil icon on the desired category. The Details tab contains the same information as when the category was initially created. All fields are fully editable.

Details

Posts

In this tab, administrators have the ability to view the posts associated with the category.

To edit a post, click the pencil icon. You will be redirected to the post editing screen, where you can make any desired changes.

To remove a post from a category, click the Delete (trash) icon next to the post you wish to remove. A confirmation prompt will appear: clicking the X button will close the pop-up without deleting the post. Clicking Confirm will remove the post from the category and display a confirmation message. Please note, this action only removes the post from the category, not from the platform.

Delete a Category

To delete a category, click on the Delete (trash) icon next to the category you want to delete. This action requires a confirmation: clicking on the X button will dismiss the pop up and the category will not be deleted. Clicking on Confirm will dismiss the pop up, the category will be deleted and a confirmation message will be displayed.

Reorder Categories

You can customize the order in which categories are displayed to users by clicking the up or down arrow and selecting the new position for a specific category. Be sure to click the green checkmark to save the new arrangement.

Note: categories can only be reordered within their current level. To change a category's level, you must edit the category.

Level of Permission (Roles)

Available to Tenant, Super Admin, Admin and Content Manager users.