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Creating categories helps organize your knowledge base, allowing users to find information quickly. By logically grouping related articles, it improves navigation and enhances the overall user experience.
Note: You need Manage Knowledge Base permission to perform any action on categories.

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How to Create Category

To Create the Category,
  • Navigate to the Profile Icon from the top right corner.
  • Click on the Set Up
  • Headover to the Library category
  • Select the Knowledge Base option
  • From the Knowledge Base screen, go to the Category tab.
  • You’ll see a list of all categories currently added to your knowledge base.
  • Click the New button to create and add a new category.
  • When you click this button to create a new category, you’ll be prompted to provide the following details: **Category Name:**The title of the category.
  • **Description:**A brief summary of the category’s content.
  • **Language:**The language for the category.
  • **Icon:**A visual symbol representing the category.
  • Category Internationalization: Options to manage translations for different languages.
  • Click the Save button to create the category
  • Upon success, a confirmation message will appear as Created successfully
Note: A category is displayed in the public knowledge base only when it contains any published articles.

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How to Create Sub Category

To Create the Sub Category,
  • Select the parent category under which you want it to be created.
  • Hover over the parent category and click the arrow that appears on its right side.
  • Click on the “New” button to create a new subcategory.
  • The Create Category popup will open, after you click Save , the new category will be added as a subcategory under the selected parent category.