Create a Custom Category

Custom Categories are a tool to segment your users into distinct groups within Foundry.
A Category is a broad characteristic or parameter by which you can classify your users, whereas a Label is the specific classification within that category. (For example, a Category could be “Department,” and the Labels in that category might be “Human Resources,” “IT,” “Sales,” “Accounting,” and “Marketing.”)

Follow the steps below to create a custom category:

1. Go to Users > Custom Categories

2. Click Create New Custom Category

3. Enter a name for the category

   • For example: Department, Hire Year or Contract Type

4. Enter the labels that fall into the category, using a comma to separate each one. You can also choose to add labels one at a time.

   • For example: Human Resources, IT, Sales, Accounting

5. Click Add These Labels which will add your labels as separate entries

6. Click Save
7. You should now see your new Category on the Custom Categories page