Categories & Folders
For AdminsOrganize your content with categories and folder hierarchies for easy navigation.
Last updated: 2/10/2026
Categories and folders are the organizational backbone of your content library. They help residents find what they need quickly and keep your admin dashboard tidy.
Categories
Categories are the top-level groupings for your content. Each content type (documents, posts, events, notices, resources) has its own set of categories.
Creating a Category
Navigate to category management
Go to Admin > Content > select a content type tab > Manage Categories.
Click Create Category
Enter the category name and optional description.
Set visibility
Choose a default visibility level for the category. Content added to this category will inherit this visibility unless overridden. See Visibility & Permissions for details.
Save
Click Save to create the category. It will appear in the category list and be available when creating or editing content.
Common Category Examples
Documents:
- Governing Documents
- Meeting Minutes
- Financial Reports
- Insurance
- Forms & Applications
Posts:
- Community News
- Board Updates
- Maintenance Updates
- Social & Events
Events:
- Board Meetings
- Social Events
- Maintenance Schedules
- Community Programs
Visibility Inheritance
Categories have their own visibility level. When you add content to a category, the content inherits the category's visibility by default. You can override this on individual items.
For example, if the "Financial Reports" category is set to "Owners" visibility, any document added to that category will only be visible to property owners unless you explicitly change the document's visibility.
How inheritance works
Content visibility is the more restrictive of its own visibility setting and its category's visibility. If a category is set to "Board" visibility, even content set to "Members" within it will only be visible to board members.
Folders
Folders provide a second level of organization within categories. They're most useful for documents that accumulate over time.
Creating a Folder
Folders are created within a specific category:
Navigate to the category
Go to the content section and select the category where you want to add a folder.
Create folder
Click New Folder and enter a name. Common folder names include years ("2026", "2025") or topics ("Board Meetings", "Special Meetings").
Organize content
Move existing content into the folder, or select the folder when creating new content.
Folder Hierarchy
Folders can be nested to create deeper hierarchies, though it's best to keep nesting to two levels maximum for usability. For example:
Meeting Minutes (Category)
āāā 2026 (Folder)
ā āāā January Board Meeting
ā āāā February Board Meeting
ā āāā March Board Meeting
āāā 2025 (Folder)
ā āāā Annual Meeting
ā āāā ...
Managing Categories & Folders
Editing
Click the edit button on any category or folder to rename it, change its description, or update its visibility level.
Deleting
Deleting categories
Deleting a category does not delete the content inside it. Content from a deleted category becomes uncategorized. You should reassign this content to another category.
Deleting a folder works the same way ā content inside moves up to the parent category level.
Reordering
Categories and folders can be reordered to control how they appear in navigation. Drag and drop to rearrange, or use the sort controls.
Best Practices
- Plan your structure first ā Sketch out your category structure before creating content. It's easier to organize from the start than to reorganize later.
- Keep it flat ā 5-10 categories per content type is usually enough. Too many categories make navigation confusing.
- Use folders for time-based content ā Meeting minutes, financial reports, and newsletters naturally organize by year or quarter.
- Name consistently ā Use clear, descriptive names. "Board Meeting Minutes" is better than "Minutes".
- Set visibility at the category level ā It's easier to manage visibility on categories than on individual items.
Next Steps
- Visibility & Permissions ā Understand how visibility levels work
- Document Management ā Organize your document library
- Content Browser ā View all content in one place