Admin : Manage content folders, categories and sub categories
On this page
1. Quick Overview
Purpose: Learn how content is organised and how to add, rename and delete folders, categories and sub categories.
2. How the three levels work
| Level | Required? | How it behaves |
|---|---|---|
| Folder | Yes | The top level, for example HR, Buying, IT or Promotions. Every content item lives in exactly one folder. |
| Category | Optional | A label such as "Documents" or "Templates". A category is not tied to a folder: the same category can be used in several folders. |
| Sub Category | Optional | Belongs to one parent category. The same sub category name can exist under two different categories. |
3. Step-by-Step Instructions
Open the Admin area (the settings icon at the top right) and select Content Hub Folders. The screen has three tabs: Folders, Categories and Sub Categories.
On every tab, each row has a pencil icon to edit it and a bin icon to delete it.
Folders
- Select the Folders tab.
- Select New Folder.
- Enter the folder name.
- Save. A name that already exists is not accepted.
Categories
- Select the Categories tab.
- Select New Category, enter the name and save.
The list shows how many sub categories each category has. Renaming a category keeps its sub categories with it.
Sub Categories
- Select the Sub Categories tab.
- Select New Sub Category.
- Choose the Parent Category, then enter the name.
- Save.
The list shows a Parent Category column so that you can tell apart sub categories with the same name.
4. Tips and Tricks
Best Practices: Start with a small number of folders that match how your people think about the business, such as departments. Add categories and sub categories as content arrives; the structure does not need to be complete on day one.