Add or edit
Navigate: Menu > Categories > Add or Category name
Add or edit categories from the category General tab. Category settings control hierarchy, ordering, administrator access, and translated names shown in the learner portal catalog.
In this section
- Add or edit a category – manage category fields on the General tab.
- Parent category – place a category under another category.
- Priority – control category ordering.
- Permission labels – control which administrators can manage the category.
- Metadata – define translated category names and descriptions.
Add or edit a category
The General tab contains:
- Parent category – optional parent category.
- Priority – category ordering value.
- Permission labels – labels controlling administrator access.
- Metadata – language-specific category name and description.
- Create or Save – saves the category.
Existing categories can also include Delete when the current administrator has permission.
Parent category
Parent category is optional. Select a parent only when the category should be a subcategory.
Parent categories are useful when a general category has several more specific categories under it. For example, a company category can contain subcategories such as Legal, Compliance, or Onboarding.
When a content item is assigned to a subcategory, the learner portal can show it under the parent category and under the selected subcategory.
Priority
Priority orders categories from lowest to highest in the learner portal and admin panel. The field is optional; empty priority is treated as 0.
Categories with the same priority are ordered alphabetically. Use steps such as 100 or 1000 so new categories can be inserted between existing ones later. Negative priorities can be used to move a category before normal 0 priority categories.
Example order:
- Legal:
-1000 - Datafisher: no priority
- Compliance:
500
Permission labels
Permission labels define which administrators can manage the category.
Select labels that match the category's responsibility area, such as country, division, location, or another permission scope. See Permission labels for how labels are used in access management.
Metadata
Metadata defines the category text for each language.
The Metadata table contains:
- Language – the language of the category text.
- Name – the category name shown in the learner portal The fallback content to display on prerenderingand admin panel.
- Description – an optional internal description.
Metadata actions can include adding, saving, cancelling, and deleting metadata rows.