Categories are the top level folders that organize your articles. Readers see them on the portal home page and use them to navigate your knowledge base. Each category has a name, an optional description, an icon, and a display order.
Who can use this?
Admin and Editor roles only. Authors cannot create or edit categories.
Viewing categories
Go to Categories in the navigation menu. The list shows all categories for the active project, sorted by their display order. You can filter to show archived categories using the Show Archived toggle.
Creating a category
1. Go to Categories and click New Category.
2. Fill in the form:
- Name— the category title shown to readers. Maximum 100 characters.
- Icon — a FontAwesome icon class (example: `fas fa-book`). The default is `fas fa-folder`.
- Description — an optional short description displayed on the portal.
3. Click Save.
4. A confirmation message appears: "Category created successfully." The category is added at the bottom of the list.
Editing a category
1. In the category list, click Edit next to the category.
2. Update the fields as needed.
3. Click Save.
4. A confirmation message appears: "Category updated successfully."
Reordering categories
The order in which categories appear on the portal is controlled by the category list order. To change it:
1. In the category list, drag and drop categories into the desired order.
2. The new order is saved automatically.
Activating and deactivating a category
An active category and its articles are visible on the portal. An inactive category is hidden from readers but still exists in the admin panel.
1. In the category list, click the active/inactive status badge next to a category.
2. The status toggles immediately. No save step required.
A deactivated category shows all its articles as inactive to readers, even if the individual articles are marked active.
Archiving and unarchiving a category
Archiving removes a category from the active list and hides it from readers. It is different from deleting — archived categories can be restored.
To archive:
1. Click Archive next to the category.
2. A confirmation message appears: "Category archived successfully."
3. The category disappears from the active list (it appears when Show Archived is enabled).
To unarchive:
1. Enable the Show Archived toggle.
2. Click Unarchive next to the archived category.
3. A confirmation message appears: "Category unarchived successfully." The category returns to active status.
Category names must be unique within a project (the slug generated from the name must be unique). If a name conflict occurs, a numeric suffix is added automatically (e.g., "getting-started-2").
Archiving a category also deactivates it. Unarchiving restores it to active status.
Deleting a category is a soft delete — the category is marked as deleted and removed from both the active and archived lists. This operation is irreversible through the UI.