Editing Categories

Modify existing categories to update search criteria or change category details.

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Who Can Edit Categories?

Role	Can Edit
System Administrator	Yes
Administrators group	Yes
Category & Search Administrators	Yes
Regular Users	No

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How to Edit a Category

1. Navigate to the Categories tab
2. Locate the category you want to edit
3. Click the Edit icon (✏️) next to the category name
4. The search window opens with current settings
5. Modify the desired settings
6. Click Save

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What You Can Edit

Setting	Description
Category Name	Change the display name
Category Description	Update the description
Search Criteria	Modify what documents the category finds

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Common Edit Scenarios

Scenario	Action
Category returns too many results	Add more specific search criteria
Category returns too few results	Broaden search criteria
Name is confusing	Update to clearer name
Business needs changed	Update criteria to match new requirements

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Best Practices

When Editing

• Test the category after editing to verify results
• Update the description to reflect any criteria changes
• Consider notifying users if the category's purpose changes

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See Also

• Categories Overview
• Creating Categories
• Deleting Categories
• Category Administrators