Categories is a great way to manage all of the organizations in your Data Collector.
Organizations can be tagged to multiple categories and all the categories you work with can be selected to filter on the organizations tagged to it.
Create a new category
Go to the Categories page:
Create a new category by clicking Create new category:
Enter a name to the category and add an icon if you want to. When you are ready, click Create and the new category will show up.
Examples of commonly used categories:
Country/geographic area
Type/industry
Risk level
3. Add the category to a Category group
In order for your category to appear in order in the filter bar, you need to assign it to a group of categories:
This is done by clicking the button with three dots to the right of a category. Here you have the option to create a new group for the category, or assign it to an existing one:
Categories can only be assigned to one group at the time.
Edit category groups
To change the name of a category group, click the Edit groups button on the top of the page and select the group you want to edit.
Change the title and press save, and the new name will appear in your Data Collector.