Browse & Search Category Editor
This page is used to associate Users with one or more Categories, as used on the search page.
The category editor is accessible to:
- Content Manager, who can modify all categories and users. Access from Users tab on the Content Manager dashboard. Use the Update Browse & Search Categories link under Other Tools.
- Group Administrator, who can modify it based on users in their group. Access from the Members and Permissions section on the Group Admin dashboard.
- Users, who can add or remove themselves from different categories. Access from your Profile page.
The result is that the Expert will be included in that category on the search page. The Expert will also be listed in categories which are "parents" of the selected category. For example, let's say you have a "Marketing" category, which contains "Branding" and "Market Research" as sub-categories. Experts who are selected only for "Branding" will be automatically included in the "Marketing" category. There is no need to select parent categories.
If authorized, you can use the editor by choosing to select the category ("Choose by Category") and then selecting one or more Experts to be associated with that category. Alternatively, you can choose to select the Expert ("Choose by Expert") and then select one or more categories to be associated with that Expert.
When choosing by Category, you can filter the presented Experts by a particular group. Start typing the name of the group and select from the provided list. Pressto remove the filter.
When choosing by Expert, you can search the tree of Categories by typing in the "Search category tree" field, immediately above the tree on the right.
Key for "Choose by Category"
When choosing by category, the tree displayed on the left of the screen uses different icons to represent your authorizations.
- Click on arrow or double-click on category to expand / contract.
- Right-click (ctrl-click) on category to view menu
To rename or delete category, or create sub-category (if permitted).
- Select & drag sub-category to reorder within category, or drag to a different parent category (if permitted).
Selecting a category will result in the display on the right, of all Experts you are authorized to move to or from the selected category. If you a group administrator, you will be able to move only members of your group(s).
- "Local" category
- You have edit privileges if you are an administrator, or a group admin with edit privileges.
- Editable category
- You have edit privileges.
- Non-editable category
- You may link to this category, but you may not edit or move this category.