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Create and edit categories

Create root categories and subcategories and maintain their names and descriptions for each required language.

Before you start

Open Categories in the dashboard. You need the appropriate category permissions to create or edit categories.

An integration-managed category tree is read-only. Maintain that structure in the connected platform instead.

Create a root category

Root category result

The new category becomes the start of a separate category tree.

Create a subcategory

Subcategory result

The new category appears below the selected parent.

Category codes

Every category needs a code. Codes cannot contain spaces and must use ASCII characters.

Use stable codes that identify the category independently of its translated display name. A code must be unique within the company.

Edit a category

Select a category in the tree. Change its name or description in the edit panel and select Save Changes.

The name and description apply to the active dashboard language. Switch languages and edit the category again when you need different customer-facing translations.