TeamDynamix Technician: Manage Knowledge Base Categories

 

Overview

This guide will go over categories in the Knowledge Base. Their purpose is to organize articles into logical groups, making it easier for users to find relevant information. Technicians can create, edit, and delete categories to maintain a clear structure.

Audience

IT technicians, administrators, and students 

Platform

TeamDynamix

Directions

Access Knowledge Base Categories

  1. Log in to Client Portal help.ithaca.edu using your IC credentials.
  2. Navigate to the Knowledge Base categories.
  3. Select the category you want to manage.

Create a New Category

  1. Click New Category.
  2. Enter a Category Name (e.g., Networking, Software).
  3. Enter a Description to clarify the category’s purpose.
  4. Click Save

*You can create a category within another category

Edit an Existing Category

  1. From the Categories list, select the category you want to edit.
  2. Update the Name or Description as needed.
  3. Click Save.

Delete a Category

  1. From the Categories list, select the category you want to delete.
  2. Click Delete.
  3. Confirm the deletion.
    *Note: Deleting a category does not delete its articles; they will appear as uncategorized.
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