Wyn Enterprise Administration Guide

Wyn Enterprise: Categories

The Categories tab of UI Settings 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.
    Managing Document Categories in Admin Portal

  2. Click the Add Category button.

  3. Enter the category Name. Choose an Icon and a Color for your category.
    Managing Document Categories in Admin Portal

  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.
    Editing a category

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

Delete a Category

  1. Navigate to Configuration > Categories.

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

  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.