Before You Begin:
- You need staff access to Settings to manage category lists.
- Decide whether each new category is a top-level category (shown in bold in your active directory) or a sub-category under an existing parent category.
New top-level categories (those that appear in bold in your active directory) or subcategories may be added to your directory.
Step-by-Step Instructions
- Select Settings in the left-hand rail.
- Click Category Lists in the General Settings section. A list of all categories will be displayed. By default, your system is populated with the Contact Business Category. These business categories are available for selection when assigning your members to directory categories.
Click the Business Category hyperlink. A list of Internet standard directory categories will be displayed.
To add an individual category, click the Add button
to add one item to the list. Give the category item a name (required) and a description (optional, internal only). Enabling the Advanced Options allows you to assign a Parent Category if needed.
- Name - Enter a name for the category. This is the name that will appear in the Active Directory.
- Description - (Optional) Enter a description of the category.
- Image - Click the
image icon to upload the image you would like displayed for this category in the directory.
- Parent Category - (Optional) Select the parent category. If a parent category is selected, your new category will be displayed below the parent in the active directory. If no parent is selected, the new category will be a top-level category shown in bold in your active directory. NOTE: This option is visible when you enable the Advanced Options.
To add multiple top-level categories, click the Add Multiple button, adding one item per line. Enabling the Advanced Options allows you to assign a Parent Category if needed.
- Names(Line By Line) - Enter each category line by line. This is the name that will appear in the active directory.
- Parent Category - (Optional) Select the parent category. If a parent category is selected, the new categories will be displayed below the parent in the active directory. If no parent is selected, the new categories will be a top level category shown in bold in your active directory. You may select only one parent category for all the new categories you have listed. NOTE: This option is visible when you enable the Advanced Options.
Click Done to add your multiple category items to the Category List.
Common Pitfalls
- Forgetting to enable Advanced Options: The Parent Category field only appears after you enable Advanced Options. If you want a new category to nest under an existing one, turn on Advanced Options first, or the category will be added as a top-level category instead.