---
title: Catalog Categories
slug: v111/catalog-categories
icon: {"faIcon":"fa-solid fa-arrows-split-up-and-left"}
docTags: 
createdAt: 2025-06-10T04:11:04.829Z
---

![](https://api.archbee.com/api/optimize/RDSPJwtKQ5B5sE-oMCN16/_erEMdJiaG_U7RxxmneKK_cleanshot-2025-06-27-at-082311.gif)

Categories within the [Portal](docId\:oFlcYQnXL85d8kz2vL8cU) allow for organisations to strucutre their Portal Catalogs into logical clusterings, and apply visibility rules and details to drive user experience.&#x20;

Categories act as the **Parent&#x20;**&#x74;o [Catalog Items](docId\:sEO_GuzpP3kTI7VpQjQq5), creating a taxonomy for self-service that becomes visible to end users when navigating the appropriate portal.

Categories can either be directly paired to Catalog Items, or can include sub-categories additional categories to further drive the taxonomy.

## Portal Taxonomy

The options surrounding how you strucutre your portal are endless, however here are a few suggestions to consider:

- Business-Unit Centric Taxonomy
  - Each Business Unit has it's own Category, and relevant sub-categories, with BU specific Catalog Items underneath

```mermaid
---
title: [Portal Categories]
## Do not modify the Theme Variables
config:
  theme: base
  themeVariables:
    primaryColor: '#AFD3F0'
    secondaryColor: 'white'
---
flowchart TD

    classDef portal fill: #FDAA43
    classDef subcat fill: #02012D, color: white
    class Z category
    
    Z{Service Portal}
    Z:::portal --> A(Accounting):::subcat
    Z --> B(Finance):::subcat
    Z --> C(IT Services):::subcat
    A --> A1((Expense <br>Reimbursement))
    A --> A2((End of Month<br>Summary))
    C --> CA(End User <br>Compute):::subcat
    C --> CB(Service &<br>Storage):::subcat
    CA --> CA1((Request New<br>Hardware))
    CA --> CA2((Report a Fault))

```

- Capability Centric Taxonomy
  - Instead of dividing by Business Unit, the Taxonomy is structured by Capabilities across the Organisation

```mermaid
---
title: [Portal Categories]
## Do not modify the Theme Variables
config:
  theme: base
  themeVariables:
    primaryColor: '#AFD3F0'
    secondaryColor: 'white'
---

flowchart TD
    classDef portal fill: #FDAA43
    classDef subcat fill: #02012D, color: white

    Z{Service Portal}
    Z:::portal --> A(Human Resources):::subcat
    Z --> B(Customer Support):::subcat
    Z --> C(Operations):::subcat
    Z --> D(Marketing):::subcat

    A --> A1((Employee<br> Onboarding))
    A --> A2((Policy & <br>Compliance))
    B --> B1((Troubleshooting))
    B --> B2((Request for<br> Assistance))
    C --> C1((Logistics <br>Management))
    C --> C2((Vendor <br>Management))
    D --> D1((Campaign <br>Management))
    D --> D2((Social Media<br> Monitoring))
```

## Category Configuration

Each Portal Category has the following fields for configuration:

![](https://api.archbee.com/api/optimize/RDSPJwtKQ5B5sE-oMCN16/m4cXyP0YB0RpqsGJjP_Q8_cleanshot-2025-06-30-at-085523-2x.png)

| **Field Label**    | **Field Type**  | **Purpose**                                                                                                                          |
| ------------------ | --------------- | ------------------------------------------------------------------------------------------------------------------------------------ |
| Name               | String          | The name of the Category - visible to end users when navigating the Portal, and indexed for Search.                                  |
| Parent Category    | Reference       | (Optional) Parent Field to create a multi-level taxonomy of categories.                                                              |
| Key                | String          | (Optional) Unique identifier for advanced scripting                                                                                  |
| Active             | Boolean         | Flag to enable or disable the entire category (and it's childen [Catalog Items](docId\:sEO_GuzpP3kTI7VpQjQq5)) from the portal.      |
| Order              | Integer         | Numerical order of appearance for categories within the parent - smallest number will be the first appearing Category.               |
| Highlight          | Boolean         | Allows for visual distinction of Categories within the Portal - useful for new offerings or changes to Portal Taxonomy.              |
| Show Items         | Boolean         | Items of subcategories can be shown along with subcategories on a category page.                                                     |
| Summary            | Text            | Summary text of the category. This will be used as part of the category display in the portal.                                       |
| Image              | Attachment      | Image for category. This will be used as part of the category display in the portal.                                                 |
| Icon               | Attachment      | Icon for the category. Used in the portal.                                                                                           |
| Roles              | Multi-Reference | Only users with these roles will have this category available. If no roles specified, category is available for all.                 |
| Groups             | Multi-Reference | Only users who are members of these groups will have this category available. If no groups specified, category is available for all. |
| Entitlement Script | Script          | Complex entitlement rules may be scripted. The script should result in a boolean true/false, or set the the answer variable.         |
| Subcategories      | Related List    | Related List of all Categories with the current Category listed as the Parent.                                                       |

