Categories
Administrators with permission to add and edit groups may associate groups with categories in the User Management section of the Admin Tool or Admin > Settings > Capacity Management component. This is optional. Category names and descriptions are entered in the Dictionary Management section of the Admin Tool or Admin > Settings > Capacity Management component. This feature is used by administrators to organize groups into categories for better management and clarity. It is used when adding or editing groups within the system.
Where you can find this feature: Admin Tool > User Management, Admin > Settings > Capacity Management.
How Categories Work
Functionality
Categories are managed in the Dictionary Management section. Administrators can add, edit, or delete categories as needed.
Adding or Editing Categories
Navigate to the Dictionary Management page:
Admin Tool > Dictionary Management.
Admin > Settings > Capacity Management > Miscellaneous > Dictionary Management.
In the Dictionary Name column, click the Categories link.
To add a category:
Click Add to add a new row at the bottom of the page.
In the Category Name column, type the category name (max 50 characters).
In the Description column, type a description for the category (max 100 characters).
Click Save. The new category appears at the top of the page.
To edit existing categories:
Modify the text in the Category Name or Description columns.
Click Save.
Deleting Categories
Navigate to the Dictionary Management page:
Admin Tool > Dictionary Management.
Admin > Settings > Capacity Management > Miscellaneous > Dictionary Management.
In the Dictionary Name column, click the Categories link.
Select the checkboxes for the categories you want to delete.
To select all categories, select the checkbox in the title bar.
Click Delete.
When a confirmation message appears, click OK.
Permissions Required
Admin Tool Menu permission: Required to access the Admin Tool menu or Admin > Settings > Capacity Management.
Global Admin Permissions-Administrative Controls-User Management: Required to access administrative groups.
Edit rights: Required to change user information.
View rights: Allows viewing but not changing user information.
Membership Type: Must be All with Administrative Rights enabled, or Fixed with campus-, cluster-, or unit-level membership with Administrative Membership rights enabled.
Workflows
Adding or Editing Categories
Navigate to the Dictionary Management page.
Click the Categories link in the Dictionary Name column.
Add or edit categories as described in the functionality section.
Save changes.
Deleting Categories
Navigate to the Dictionary Management page.
Click the Categories link in the Dictionary Name column.
Select the categories to delete.
Click Delete and confirm the action.