Assigning pages to categories

Categorizing allows you to distinguish and group together pages on your website, for example based on their topic. You can create a hierarchy of categories, and then use it to map pages to topics or other taxonomical groups.

The purpose of categories depends on your website's implementation. Developers can use categories for page filtering and faceting (for example in searches), or to create other navigation options that allow visitors to move between pages with a related topic.

There are up to 3 types of categories that you can create and work with (depending on how administrators configured the system):

• Personal categories – these categories belong to a specific user only, however, you can use them across all available sites.
  
• Global categories – these can be used across all available sites.
• Site-specific categories – these can be used only on the site on which you created them.

Creating categories

Global and site

1. Open the Categories application.
2. (Optional) If you want to create the new category as a subcategory, click on an existing category in the panel to the left.
   Note: You cannot create global categories under site categories.
   
3. Click New category ().
4. (Optional) Unless you are creating the category under an existing Site category category, you can choose whether you want your category to be a Site category or a Global category.
5. Fill in the details of the new category.
6. Click Save.

The system creates the new category. You can now assign pages to the category.

Personal

1. Open the My profile application.
2. Switch to the Categories tab.
3. (Optional) If you want to create the new category as a subcategory, click on an existing category in the panel to the left.
   
4. Click New category ().
5. Fill in the details of the new category.
6. Click Save.

The system creates the new category. You can now assign pages to the category.

Assigning pages to categories

Depending on how your administrator configured the system, you can use two different approaches to categorize pages:

• On the Properties tab
• Through page fields on the Content tab

Properties tab

1. Open the Pages application.
2. Select the page that you want to categorize.
3. Switch to the Properties -> Categories tab. If the page is already assigned into any categories, you can see them listed.
   

4. Click Add categories. A Select categories dialog opens.
   

5. Select the checkboxes next to the categories to which you want to assign the page.
   

   If the required category does not exist, you can create it directly in the dialog:

   1. Select the category under which you want to place the new category.
   2. Click New.
   3. Fill in the details of the new category.
   4. Click OK.

   You have created a new category and can now assign the page to the category.

6. Click Save & Close.

The system assigns the page to the selected categories.

Content tab

1. Open the Pages application.
2. Select the page that you want to categorize.
3. Switch to the Content tab and find the field used to manage categories. If the page is already assigned into any categories, you can see them listed.
   

4. Click the Add categories button. A Select categories dialog opens.
   

5. Select the checkboxes next to the categories to which you want to assign the page.
   

   If the required category does not exist, you can create it directly in the dialog.

6. Click Save & Close.
7. Back on the Content tab, click Save to confirm the changes.

The system assigns the page to the selected categories.

Viewing pages in categories

The administration interface allows users to view which pages are assigned to any type of categories (site-wide or global, as well as personal categories).

1. Depending on the type of the category whose pages you want to view:
   • For global and site categories – Open the Categories application.
   • For personal categories – Open the My profile application and switch to the Categories tab.
2. Click on the category.
   
3. Switch to the Pages tab.
   

The system lists the pages assigned to the category. You can click the Edit () action to switch to the given page in the Pages application, or Navigate to a page () to open the live site.