How to Manage Categories

Rename, reorder, or delete categories within a Knowledge Base.

Steps (4)

Inside a Knowledge Base, click "Manage" in the top-right corner. A panel will open showing all categories.

Drag and drop categories to change their order. The new order will be saved automatically.

Click the edit icon next to a category name. Update the name or description and save.

Click the delete icon next to a category. Confirm the deletion. All SOPs inside the category will be removed.