Wyn Enterprise: Categories

The Wyn Enterprise portal provides you with the ability to create categories to help organize your reports and dashboards easily. An admin has rights to add, edit, or delete a category or a sub-category. The Role determines whether a category is visible to an end-user or not. Lets see how it works.

Add a Category

  1. Navigate to Configuration > Categories.

  2. Click the Add Category button.

  3. Enter the category Name. Choose an Icon and a Color for your category.

  4. Click Create Category button to create the category.
    To create a sub-category, select an existing category, and click the Add Category button.

Edit a Category

  1. Navigate to Configuration > Categories.

  2. Click the Edit Category button.

  3. Update the category Name, Icon, or Color for your category.

  4. Click the Update Category button to update the settings.

Delete a Category

  1. Navigate to Configuration > Categories.

  2. Click the delete icon adjacent to the category name. A Delete Category message box appears.

  3. Click Ok to confirm the deletion of a category. Deleting a category does not delete the documents in that category. The documents in a deleted category are displayed under No Category in the Document and Resource Portal. Note that the category is deleted permanently.

To move a category up or down in the list, simply drag the category to the desired position.