Add a Template Category

This section discusses how to configure a new template category.

PREREQUISITES: The Case Template Categories security function and its associated sub-functions must be selected for the security role you belong to. See Security Roles for more information.

1. From the home page, click Permitting and click Template Category.
2. On the Template Categories panel, click Add Category at the bottom of the panel.

3. Enter the Title.
4. Enter any text you want to appear when users hover over the button in the Tooltip field.
5. Click Add.