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Categories allows you to organize your fleet and set specific user access. It works like a filing system, in which you can create multiple layers to further sub-divide your fleet. There are no limitations to Categories; you can add and sub-divide them as much as needed. You can also assign devices to multiple Categories.
Click on “New Category” to the far right, type in a name and click on “Add Category.” You can also further sub-divide this into additional Categories by right clicking on the folder icon to the left of the Category and selecting the “New Category Under” option and organize the order and placement of additional categories using the “Before” and “After” options. There are no limitations to Categories. You can add and sub-divide them as much as needed.
Now that you’ve created your Categories, the next step is to assign the devices. Click on “Category Assignments” and a list of your devices will appear on the left. First, expand your list of Categories at the top of the screen and select the Category you wish to assign devices to. Next click on the device on the left you wish to assign, and it will move from the “Available” section on the left to the “Assigned” section on the right. You can also use the “Search” option at the top to search for a specific device to assign, or use the “Move all” button to assign all devices visible on the left.
For a step-by-step walkthrough, you will find the Categories video by clicking on the Training Videos link at the top of your account.