Category Management

For ease of classification, you create and manage categories on the IENT Application. For example, you may have categories such as software, hardware, administrative, etc. You can create new categories, view and update existing ones, delete categories, and download or export categories to another tenant within your organization. To perform these operations:

1. Log in to the IENT Application.

2. Go to Settings > Category Management.

3. You will be able to view all your existing categories.

   

   See here to explore how you can search, view, sort, and filter all the displayed records.

4. To add a category, click on the + button in the top right corner, and add the following mandatory details and click Submit:

   

   • Name

   • Status

5. To download a list of categories, select the categories (use Select All check box to select all available categories) and then click on the kebab menu on the top right corner of the screen and select Download Options as needed:

   

   • Download as PDF: Export all the selected records in the data table in PDF format.

   • Download as CSV: Export all the selected records in the data table in CSV format.

6. To export categories to a specific tenant, select the categories and then click on Export to Tenant from the kebab menu in the top right corner, and select a target tenant.

   

   The selected tenant will have to approve the import request through their account. See here for more details on how to approve data import requests.

7. To delete an existing category, select the particular category and then click on the kebab menu icon of the particular category and select Delete.

   

8. Confirm the deletion by clicking on Yes.