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How to create/edit File Categories in Admin Panel?

Martin Tsekov avatar
Written by Martin Tsekov
Updated over a year ago

To create file categories, a place to store all documents of the same type, you need to be an Administrator or a Department Manager.

  1. Go to the Admin Panel > Projects> File Categories> +New file category.

  2. In the form, give your category a name.

Note: Permissions to categories are granted on project level. See, Setting up roles and permissions.

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