Category Assignment
Modified on: 2025-05-15 11:28
TABLE OF CONTENTS
- Step 1: Assigning Categories During Source Creation
- Step 2: Bulk Assign Categories
- Step 3: Cross-Source Category Assignment
- Related User Guides:
Step 1: Assigning Categories During Source Creation
- During the source creation process, assign categories to define which content categories the system will collect.
- After the assignment, navigate to Categories to view the assigned categories.

Step 2: Bulk Assign Categories
- Select multiple categories using Bulk Assign.
- Choose the desired categories and apply them to the source.
Step 3: Cross-Source Category Assignment
- Categories can be assigned to different sources under the same context.
- If a category is not assigned, the system will not collect data for that category.


Related User Guides:
What is Property
Property Management
What is Context
Context Onboarding Procedures
How to Create a Context
View Existing Contexts
Create a Source
Editing Source Status & Configuration
Credential Management
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