Creating and managing categories for your service catalog

The service catalog is a user-defined ticket channel. If service cataloghas been turned on, Support admins can create a list of services and assets that users can then request through the help center. Categories provide a way to organize your services, making it easier for admins to manage and users to navigate when submitting service requests.

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Summary: ◀▼

You can create, edit, and delete service categories to organize your service catalog, making it easier for users to find and request services. Categories can be nested up to five levels and a service can belong to multiple categories. Deleting a category removes its subcategories and uncategorizes its services. You can create up to 100 categories to manage your service offerings effectively.

The service catalog is a user-defined ticket channel. If service catalog has been turned on, Support admins can create a list of services and assets that users can then request through the help center. Categories provide a way to organize your services, making it easier for admins to manage and users to navigate when submitting service requests.

This article contains the following topics:

• Creating service categories
• Editing service categories
• Deleting service categories

Related articles:

• Adding services to your service catalog
• Editing and managing services in your service catalog

Creating service categories

Service categories can be used by admins and users to filter the list of services. Categories can be nested up to five layers deep. Service items can belong to more than one category.

You can create up to 100 categories.

To create a service category

1. In Knowledge admin, click Service catalog () in the sidebar.
2. Click Create and select Category.

   Alternatively, within the Categories panel, you can click the add icon ().

3. Select a Parent category.

   For top-level categories, select Main categories.

4. Enter a Category name.
5. Click Create.

   After you create service categories, you can add and remove services to them individually or in bulk.

Editing service categories

If you need to modify the name of a service category after you create it, you can edit it.

To edit the name of a service category

1. In Knowledge admin, click Service catalog () in the sidebar.
2. In the Categories panel, click the name of the category you want to edit.
3. Click Actions and select Edit.
4. Modify the Category name as needed.
5. Click Save.

Deleting service categories

When you delete a service category, all of that category's subcategories are also deleted. Any services in the category become uncategorized.

To delete a service category

1. In Knowledge admin, click Service catalog () in the sidebar.
2. In the Categories panel, click the name of the category you want to delete.
3. Click Actions and select Delete.
4. In the confirmation dialog, click Delete category