Setting Up Categories

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Setting Up Categories

Categories help you organize your ad templates for easy browsing, both for you and your clients. Here is how to set up categories in UpHex:

  1. Navigate to Categories: Go to the Categories page in your UpHex account.

  2. Create a Category: Click the "Create category" button in the top right corner.

  3. Fill in Category Details:

    • Name: Enter a descriptive name for your category (required).

    • Icon: Optionally select a FontAwesome icon to visually identify the category.

    • Category Image: Optionally upload an image for the category.

    • Enabled: Check this to make the category visible to clients.

    • Clients (optional): Leave empty to show to all clients, or select specific clients to restrict access.

  4. Save: Click "Save Category" to create your new category.

Subcategories: You can also create subcategories by setting a parent category. This helps with deeper organization of your template library.

Managing Categories: From the Categories index page, you can see all your categories and subcategories in a table. You can edit, view, or delete categories as needed. When deleting a category that contains templates, you will be asked whether to move the templates to another category or delete them.