Category groups

Category groups are used to group document categories together. Once the category groups are setup, you can:

  • Add the categories to the category groups
  • Add category groups and categories to user roles

image.png

Figure 1: Category groups

Explanation of the fields:

Items Description
Name The name of the category group.
Description Explanation and description of the category group.
New Use this to add a category group. This contains about adding name and description, but also adding the categories:
image.png
Figure 2: Add a new category group
3 dot menu: Edit Use this to maintain a created category group. This gives the opportunity to also maintain the categories that can be used:
image.png
Figure 3: Edit category group
3 dot menu delete: Use this to remove an item from the list.

###Assign categories to category groups

if a category is not yet assigned, you can select it to assign to a category group:

image.png

image.png

image.png

Via the same screen you can un-assign categories from a category group.