Categories help you categorize your templates in all the communication channels for easy access.
Here's how the categories are managed:
Create Category
1
Create Category — Step 1
Go to Categories > Create Category
2
Create Category — Step 2
Give the category a name and select the channel to which it belongs to.
3
Create Category — Step 3
Then, click Create Category
View Category
1
View categories
To view the categories created across the channels, navigate to Categories > View Category
2
Search for a category
To search for a category, type in a category name, select the channel, and then click Search. The application displays the categories as per your search criteria.
3
Edit a category
To edit a category, click . Make the necessary changes and click Update Category.
4
Delete a category
To delete a category, click .
User(s) can view and manage categories based on their assigned permissions.