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categories do",[1369,1370,1371],"p",{},"Categories are the navigation your readers use. They appear as a tree down the left of the Library, the Manage surface, and the customer Help center.",[1369,1373,1374],{},"A category does three jobs:",[1376,1377,1378,1386,1397],"ol",{},[1379,1380,1381,1385],"li",{},[1382,1383,1384],"strong",{},"Groups articles"," so readers can browse instead of searching.",[1379,1387,1388,1391,1392,1396],{},[1382,1389,1390],{},"Controls customer visibility"," for everything inside it — see ",[1393,1394,1395],"a",{"href":540},"Who can see an article",".",[1379,1398,1399,1402],{},[1382,1400,1401],{},"Holds a curated order",", so you decide what readers see first rather than the alphabet deciding for you.",[1404,1405,1408,1409,1412],"alert",{"title":1406,"type":1407},"Write first, organize second","tip","Resist designing the perfect tree before you have written anything. Write a dozen articles into ",[1382,1410,1411],{},"Uncategorized",", then look at what you actually produced and build categories around it. The structure you guess at up front is rarely the structure your content wants.",[1364,1414,1416],{"id":1415},"creating-a-category","Creating a category",[1369,1418,1419,1420,1423,1424,1427],{},"Categories are managed on the ",[1382,1421,1422],{},"Manage articles"," surface only, and every change requires the ",[1382,1425,1426],{},"Publish knowledge-base articles"," permission. Members without it see the tree but cannot alter it.",[1369,1429,1430,1433,1434,1437,1438,1442,1443,1446],{},[1382,1431,1432],{},"Top-level category:"," click the ",[1382,1435,1436],{},"+"," button (titled ",[1439,1440,1441],"em",{},"New category",") beside the ",[1382,1444,1445],{},"Categories"," heading.",[1369,1448,1449,1452,1453,1456,1457,1396],{},[1382,1450,1451],{},"Subcategory:"," open a category's ",[1382,1454,1455],{},"⋯"," menu and choose ",[1382,1458,1459],{},"New subcategory",[1369,1461,1462],{},"In the dialog:",[1464,1465,1466,1475,1481],"ul",{},[1379,1467,1468,1471,1472,1396],{},[1382,1469,1470],{},"Name"," — required, 1–120 characters, and must be unique among its siblings. The placeholder suggests ",[1439,1473,1474],{},"e.g. Getting started",[1379,1476,1477,1480],{},[1382,1478,1479],{},"Parent category"," — leave blank for a top-level category. Choosing a parent here is the way to nest an existing category under another one.",[1379,1482,1483,1486,1487,1490,1491,1494,1495,1396],{},[1382,1484,1485],{},"Audience"," — ",[1382,1488,1489],{},"Portal (customers)"," or ",[1382,1492,1493],{},"Internal",". See ",[1393,1496,1395],{"href":540},[1369,1498,1499,1500,1396],{},"Click ",[1382,1501,1502],{},"Save",[1504,1505,1507],"h3",{"id":1506},"the-rules-the-server-enforces","The rules the server enforces",[1369,1509,1510],{},"You will meet these as error messages, so they are worth knowing in advance:",[1512,1513,1514,1527],"table",{},[1515,1516,1517],"thead",{},[1518,1519,1520,1524],"tr",{},[1521,1522,1523],"th",{},"Rule",[1521,1525,1526],{},"What you will see",[1528,1529,1530,1541,1551],"tbody",{},[1518,1531,1532,1536],{},[1533,1534,1535],"td",{},"Maximum 5 levels of nesting",[1533,1537,1538],{},[1439,1539,1540],{},"KB categories cannot be nested more than 5 levels deep",[1518,1542,1543,1546],{},[1533,1544,1545],{},"Sibling names must be unique, ignoring case",[1533,1547,1548],{},[1439,1549,1550],{},"A sibling KB category named \"Billing\" already exists",[1518,1552,1553,1556],{},[1533,1554,1555],{},"A category cannot move inside its own subtree",[1533,1557,1558],{},[1439,1559,1560],{},"Moving a KB category under itself or one of its descendants would create a cycle",[1369,1562,1563,1564,1486,1567,1571,1572,1575,1576,1579,1580,1583],{},"Sibling uniqueness is ",[1382,1565,1566],{},"case-insensitive",[1568,1569,1570],"code",{},"Billing"," and ",[1568,1573,1574],{},"billing"," collide. It is also ",[1382,1577,1578],{},"per-parent",", so the same name under two different parents is fine, which is what you want for a ",[1439,1581,1582],{},"FAQ"," under each product area.",[1369,1585,1586],{},"The depth limit applies to the whole subtree you are moving, not just the category you grabbed. Dragging a three-deep branch under a category that is already at level 3 is rejected, because the leaves would land at level 6.",[1364,1588,1590],{"id":1589},"nesting-moving-and-reordering","Nesting, moving, and reordering",[1369,1592,1593,1596],{},[1382,1594,1595],{},"Drag the grip"," on a category row to move it.",[1464,1598,1599,1605,1611],{},[1379,1600,1601,1604],{},[1382,1602,1603],{},"Drop on a sibling"," — reorders within that level.",[1379,1606,1607,1610],{},[1382,1608,1609],{},"Drop on a different category"," — re-parents it underneath.",[1379,1612,1613,1616],{},[1382,1614,1615],{},"Drop on All Articles"," — moves it back to the top level. This is the only way to un-nest something by dragging, so it is worth remembering.",[1369,1618,1619,1620,1623],{},"A category you re-parent lands at the ",[1382,1621,1622],{},"end"," of its new sibling set rather than keeping its old position number, which would otherwise collide arbitrarily with the existing order there.",[1369,1625,1626,1627,1629],{},"You can also re-parent from the dialog by changing ",[1382,1628,1479],{}," — useful for precise moves, and the only way to nest one existing sibling under another (a same-parent drag always reorders instead).",[1404,1631,1634,1635,1637,1638,1641],{"title":1632,"type":1633},"Moving a category can change who can read it","caution","Dragging a category out from under an ",[1382,1636,1493],{}," parent makes its whole subtree customer-visible immediately. Dragging it ",[1439,1639,1640],{},"under"," an Internal parent hides it. Both are reversible, and neither rewrites anything — but the change takes effect at once, without a confirmation prompt.",[1364,1643,1645],{"id":1644},"filing-articles-into-categories","Filing articles into categories",[1369,1647,1648],{},"Three ways, all equivalent:",[1376,1650,1651,1664,1670],{},[1379,1652,1653,1656,1657,1660,1661,1663],{},[1382,1654,1655],{},"From the editor"," — the ",[1382,1658,1659],{},"Category"," control in the rail's ",[1382,1662,639],{}," panel.",[1379,1665,1666,1669],{},[1382,1667,1668],{},"Drag the article row"," from the table onto a category in the tree.",[1379,1671,1672,1675],{},[1382,1673,1674],{},"Drag it onto Uncategorized"," to un-file it.",[1369,1677,1678],{},"Filing requires edit rights on that article.",[1364,1680,1411],{"id":1681},"uncategorized",[1369,1683,1684,1686],{},[1382,1685,1411],{}," is not a real category — it is the bucket of articles with no category at all. You cannot rename it, delete it, nest anything under it, or give it an audience.",[1369,1688,1689],{},"It appears at the bottom of the tree, and on the Library it only appears when the current list actually contains uncategorized articles.",[1369,1691,1692,1693,1696],{},"Because it is not a category, ",[1382,1694,1695],{},"it carries no audience clamp",". An uncategorized article's own visibility setting is the only thing deciding whether customers see it. That is worth remembering when you un-file something out of an Internal category.",[1369,1698,1699,1700,1396],{},"In the customer Help center, uncategorized articles are grouped under ",[1382,1701,1702],{},"General",[1364,1704,1706],{"id":1705},"ordering-articles-inside-a-category","Ordering articles inside a category",[1369,1708,1709],{},"Articles have a curated order that readers see, both in your team's Library and on the customer Help center. Drag article rows in the Manage table to set it.",[1369,1711,1712],{},"Reordering is only available when the list you are looking at is unambiguously one ordered bucket. If it is not, a hint tells you exactly what to change:",[1512,1714,1715,1725],{},[1515,1716,1717],{},[1518,1718,1719,1722],{},[1521,1720,1721],{},"Hint",[1521,1723,1724],{},"Fix",[1528,1726,1727,1741,1754,1764],{},[1518,1728,1729,1734],{},[1533,1730,1731],{},[1439,1732,1733],{},"Select a single category to reorder articles.",[1533,1735,1736,1737,1740],{},"You are on ",[1382,1738,1739],{},"All articles"," — pick one category.",[1518,1742,1743,1748],{},[1533,1744,1745],{},[1439,1746,1747],{},"Clear the state filter to reorder articles.",[1533,1749,1750,1751,1396],{},"Set the state chip back to ",[1382,1752,1753],{},"All",[1518,1755,1756,1761],{},[1533,1757,1758],{},[1439,1759,1760],{},"Clear the search to reorder articles.",[1533,1762,1763],{},"Empty the search box.",[1518,1765,1766,1771],{},[1533,1767,1768],{},[1439,1769,1770],{},"Only articles filed directly in this category can be reordered.",[1533,1772,1773],{},"The list includes articles from subcategories; those belong to their own buckets.",[1369,1775,1776,1777,1780,1781,1784,1785,1788,1789,1792],{},"Dragging ",[1382,1778,1779],{},"downward"," drops the article ",[1439,1782,1783],{},"after"," the row you land on; dragging ",[1382,1786,1787],{},"upward"," drops it ",[1439,1790,1791],{},"before",". This is what makes a downward drag actually pass the target rather than swapping with it.",[1364,1794,1796],{"id":1795},"deleting-a-category","Deleting a category",[1369,1798,1799,1800,1456,1802,1805],{},"Open the category's ",[1382,1801,1455],{},[1382,1803,1804],{},"Delete",". The confirmation states exactly what will happen:",[1807,1808,1809],"blockquote",{},[1369,1810,1811,1812,1815],{},"Delete the category ",[1382,1813,1814],{},"Runbooks","? This cannot be undone.\nChild categories move up one level; its articles become Uncategorized.",[1369,1817,1818,1819,1822],{},"That is the whole behaviour, and the important part is what it does ",[1382,1820,1821],{},"not"," do:",[1464,1824,1825,1833,1839,1845],{},[1379,1826,1827,1830,1831,1396],{},[1382,1828,1829],{},"No article is ever deleted."," Articles filed directly on the category become ",[1382,1832,1411],{},[1379,1834,1835,1838],{},[1382,1836,1837],{},"No article is ever unpublished."," A published article stays published.",[1379,1840,1841,1844],{},[1382,1842,1843],{},"Child categories survive"," — they move up to take the deleted category's place in the tree, keeping their own children and articles.",[1379,1846,1847,1850,1851,1854],{},[1382,1848,1849],{},"Articles in subcategories are untouched."," Only articles filed ",[1439,1852,1853],{},"directly"," on the deleted category move.",[1369,1856,1857],{},"A delete is never blocked. If re-homing creates two siblings with the same name, DevStride allows it rather than refusing to delete or silently renaming something.",[1404,1859,1862,1868,1874],{"title":1860,"type":1861},"Deleting an Internal category never exposes its contents","warning",[1369,1863,1864,1865,1867],{},"This is the one case where the audience is not purely derived. If the category you delete was hiding its contents from customers, that restriction would vanish with it — so where it is needed, DevStride writes ",[1382,1866,1493],{}," down on what survives: the articles that become Uncategorized, and the child categories that move up.",[1369,1869,1870,1871,1873],{},"Where the restriction is ",[1439,1872,1821],{}," at risk — a surviving parent is still Internal and still hides them — nothing is written, so those categories keep their own setting and re-opening that parent later brings them back properly.",[1369,1875,1876,1877,1880],{},"Either way, nothing that was hidden becomes visible. Anything written down shows in the UI and can be widened again. Deleting a ",[1382,1878,1879],{},"Portal"," category writes nothing at all.",[1364,1882,1884],{"id":1883},"a-worked-example","A worked example",[1369,1886,1887],{},"Say you are building help content for two products.",[1889,1890,1895],"pre",{"className":1891,"code":1893,"language":1894},[1892],"language-text","Getting started            Portal\nProduct A                  Portal\n  ├─ Setup                 Portal\n  ├─ Troubleshooting       Portal\n  └─ Internal runbooks     Internal   ← hides everything below it\nProduct B                  Portal\n  ├─ Setup                 Portal\n  └─ Troubleshooting       Portal\nCompany policies           Internal   ← whole section is team-only\n","text",[1568,1896,1893],{"__ignoreMap":1897},"",[1369,1899,1900],{},"What this gives you:",[1464,1902,1903,1925,1931,1944],{},[1379,1904,1905,1906,1909,1910,1913,1914,1917,1918,1490,1921,1924],{},"Customers browsing the Help center see ",[1382,1907,1908],{},"Getting started",", ",[1382,1911,1912],{},"Product A"," (Setup, Troubleshooting), and ",[1382,1915,1916],{},"Product B",". They never see ",[1382,1919,1920],{},"Internal runbooks",[1382,1922,1923],{},"Company policies"," — not in the tree, not in search results.",[1379,1926,1927,1928,1930],{},"Your team sees the entire tree in the Library, with ",[1382,1929,1493],{}," badges on the two hidden branches.",[1379,1932,1933,1934,1936,1937,1939,1940,1943],{},"Articles inside ",[1382,1935,1920],{}," can be left set to ",[1439,1938,1489],{}," without risk — the category holds them back. If you later move one out into ",[1382,1941,1942],{},"Troubleshooting",", it becomes customer-visible with its own setting intact.",[1379,1945,1946,1947,1949],{},"Marking ",[1382,1948,1916],{}," Internal for a week while you rewrite it hides it completely, and unmarking it restores every article exactly as it was.",[1364,1951,1953],{"id":1952},"reference","Reference",[1512,1955,1956,1969],{},[1515,1957,1958],{},[1518,1959,1960,1963,1966],{},[1521,1961,1962],{},"Action",[1521,1964,1965],{},"Where",[1521,1967,1968],{},"Permission",[1528,1970,1971,1985,2000,2014,2023,2035,2051],{},[1518,1972,1973,1976,1983],{},[1533,1974,1975],{},"Create top-level category",[1533,1977,1978,1980,1981],{},[1382,1979,1436],{}," beside ",[1382,1982,1445],{},[1533,1984,1426],{},[1518,1986,1987,1990,1998],{},[1533,1988,1989],{},"Create subcategory",[1533,1991,1992,1993,1995,1996],{},"Category ",[1382,1994,1455],{}," → ",[1382,1997,1459],{},[1533,1999,1426],{},[1518,2001,2002,2005,2012],{},[1533,2003,2004],{},"Rename / re-parent / set audience",[1533,2006,1992,2007,1995,2009],{},[1382,2008,1455],{},[1382,2010,2011],{},"Edit",[1533,2013,1426],{},[1518,2015,2016,2019,2021],{},[1533,2017,2018],{},"Reorder or move",[1533,2020,1595],{},[1533,2022,1426],{},[1518,2024,2025,2027,2033],{},[1533,2026,1804],{},[1533,2028,1992,2029,1995,2031],{},[1382,2030,1455],{},[1382,2032,1804],{},[1533,2034,1426],{},[1518,2036,2037,2040,2048],{},[1533,2038,2039],{},"File an article",[1533,2041,2042,2043,1995,2045,2047],{},"Editor rail → ",[1382,2044,639],{},[1382,2046,1659],{},", or drag the row",[1533,2049,2050],{},"Edit rights on the article",[1518,2052,2053,2056,2059],{},[1533,2054,2055],{},"Reorder articles",[1533,2057,2058],{},"Drag rows in the table",[1533,2060,1426],{},{"title":1897,"searchDepth":242,"depth":242,"links":2062},[2063,2064,2067,2068,2069,2070,2071,2072,2073],{"id":1366,"depth":242,"text":1367},{"id":1415,"depth":242,"text":1416,"children":2065},[2066],{"id":1506,"depth":300,"text":1507},{"id":1589,"depth":242,"text":1590},{"id":1644,"depth":242,"text":1645},{"id":1681,"depth":242,"text":1411},{"id":1705,"depth":242,"text":1706},{"id":1795,"depth":242,"text":1796},{"id":1883,"depth":242,"text":1884},{"id":1952,"depth":242,"text":1953},"Build the category tree your readers navigate — creating, nesting, reordering, filing articles, and what happens when you delete a category.","md",null,{},true,{"title":535,"description":2074},"UODyuaErtfIc65pWVWPzLsBrSD13_FPilm9DnXaS2_4",[2082,2084],{"title":531,"path":532,"stem":533,"description":2083,"children":-1},"A step-by-step walkthrough: create a draft, write it, file it, choose an audience, publish it, and confirm your readers can see it.",{"title":539,"path":540,"stem":541,"description":2085,"children":-1},"The three gates that decide whether a customer can read an article: its own visibility, the audience of every category above it, and the companies it is shared with.",1786842452862]