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==DefinitionOverview==Client categories are analogous to [[roles]] for [[contact]]s, or [[Types|types]] for applications in {{UTA}}s - these different characteristics will have the same Search locations in [[List View Overview|list views]], so that you are able to search by Category Name or ID. The categories to which an organization belongs are visible in the organization's [[profile]]. :: [[File:Categories on org profile.png|700px|border]] Clicking on the icon labelled '''Categories''' will enable the categorization of the organization to appear on the right hand side. In this example, the organization falls under the Category '''Cause'''.
:: [[File:Category as cause.png|230px|border]]
===Changing Categories===
Categories can be added or removed from an organization by selecting the '''Options '''button on the top left of the page. This will enable a drop-down of features; under the heading '''Properties '''is the option to modify '''Categories.'''
:: [[File:Changing categories.png|250px|border]]
Organizations can have numerous categories. A good tip is to have a '''System Object '''category that can be used for miscellaneous or system-based organizations that might not have purpose otherwise; for example, if you have created an Organization of [[Global User Administrator|System Administrators]] in order to know who has high-levels of access and security permissioning in your system, you can categorize this organization under '''System Object '''and helpfully exclude it from ordinary [[Advanced Search|searches]].
:: [[ImageFile:CategoriesOnProfileChoosing categories.png|link=800px|border]]<br /><br />
:: [[ImageFile:CategorySettingsRole permissions.png|link=600px|border]]: :* '''Role Permissions: '''Select which roles you would like to assign to have access to this organization category.
:* '''Category NameCurrent Organizations: ''' - The unique name Will display a list of the organizations that are currently sorted into this Category; here, organizations can be both added or removed. :* '''DescriptionCustom Fields: ''' - Narrative description Will display a list of the Category.* '''Category Formula''' - See associated [[Category FormulaCustom Fields]] page for instructionsthis category. :* '''Enable Address Geocoding''' - See [[:CategoryNews Feed:Geocoding|Geocoding]] for details.* ' ''Role Permissions'''** '''View Organizations'''** '''Modify Organizations'''* List of '''Current Organizations''' - List of organizations currently in this Category. Organizations can be added or removed from this Category from this list.
===Variables===
The organization category list can be retrieved from the [[UTA]] {{l1}} using [[variables]].
This is useful if you wish to use a category to dynamically drive a set of [[Custom Fields|custom fields]] displayed to the [[User|user]].
==Configuration - Advanced==
===Building Fields On Organization Categories===
[[Custom Fields]] can be built specifically on a category; or, they can be built as part of the '''Common Fields '''fieldset and permissioned by category, in the same way that fields can be built on [[Types|types]].
1. Click on the 9-square menu icon on the top right of your page.
:: {{Icon-Menu}}
2. Under the heading '''Configuration, '''select '''Global Settings. '''
3. On the first page (tab named '''System), '''under the subsection '''System Configuration, '''select the hyperlink '''Organization Categories.'''
:: [[File:Organization categories1.png|700px|border]]
:
:* You can also access Organization Categories from the menu icon > '''Configuration > Roles and Security > Organization Categories. '''Both methods will bring you to the same list.
4. The [[List View Overview|list]] of available organization categories in your system will be displayed. Click the '''pencil icon '''next to the category upon which you want to build a field.
::: [[File:Edit organization category.png|600px|border]]
5. The '''Edit Category '''page will be displayed. On the left-hand side is a menu; click on the '''Custom Fields '''tab.
::: [[File:Category custom fields.png|300px|border]]
6. Any available custom fields on this category will be displayed as a list. To create a new field, click the '''+ '''icon on the top left.
::: [[File:Category new custom field.png|500px|border]]
For more information on how to create a custom field, see our [[Custom Field – General Information]] page or the [[:Category:Custom Fields|Custom Fields Category]].
:* '''Common Fields '''cannot be changed into a '''Type- '''or '''Status-'''bound field, whereas '''Type-''' or '''Status-'''bound fields can be changed into part of the '''Common Fields '''fieldset.
===Permissioning Fields for Categories===
Another method of making a Custom Field tied to a specific organization category is to modify its''' Permissions & Availability. '''
When making a custom field (see: [[Custom Fields – General Information]]), click into its '''Edit Field '''mode and select the second tab labelled '''Permissions & Availability. '''
Under the subsection '''Category - Field Availability, '''click into each combo box for '''Include Field For '''and '''Exclude Field For '''to permission this field against certain organization categories in the system.
:: [[File:Permissioning categories custom fields.png|500px|border]]
By selecting which categories to ''include ''the field for, these fields will pop up for any organization that falls in this category.
By selecting which categories to ''exclude ''the field for, these fields will never appear for any organization that falls in this category.
==See Also==
::* [[User Role]]::* [[Configuration mode]]::* [[Global Settings]]::* [[Techniques to Categorize Accounts]]::* [[Determining the categoryid|Determining the Category ID]]<br /><br />
[[Category:Access Control]]
