Updating categories keeps your knowledge base organized and relevant, making it easier for users to navigate while ensuring content stays aligned with changing business needs and customer queries.
Note: You need Organize Categories permission to perform any action on categories.
To Update the Category,
- Navigate to the Profile Icon from the top right corner.
- Click on the Set Up
- Headover to the Library category
- Select the Knowledge Base option
- Click on the Categories tab
- If multiple languages are supported, select your preferred language, then search for the category you wish to update.
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Once you've found the category you want to update, hover over it and click the "Edit" option from the available actions.
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You can modify any of the following details:
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Name: The title of the category as it will appear to users.
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Description: A brief summary explaining the purpose or contents of the category.
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Icon: A visual symbol representing the category for easy recognition.
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- Click Change to select a new icon, or Remove to delete the existing one.
- Hit the Save button to update the category
- Upon successful update, a confirmation message appears as Updated successfully
Note:
- This icon is the same for all translations.
- You can modify the Name & Description in other languages, if they exist
- The category name field can’t be empty for any of the translations if they’re available to prevent removing translations once they are added.
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