> ## Documentation Index
> Fetch the complete documentation index at: https://docs.relyant.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage Categories

> Organize service request types into categories for easier navigation and reporting

<Note>
  **Required role:** **Admin**
</Note>

Categories group related request types together. For example, you might have an "IT" category containing types like "Hardware Issue", "Software Support", and "Account Access", and a "Facilities" category for maintenance-adjacent requests.

## Create a category

<Steps>
  <Step title="Go to Settings">
    In the left sidebar, click **Settings**, then navigate to **Service Request Settings**.
  </Step>

  <Step title="Go to Categories">
    Click the **Categories** tab within Service Request Settings.
  </Step>

  <Step title="Add a category">
    Click **Add Category** and enter:

    * **Name** — the category name (e.g., "IT", "Facilities", "HR")
    * **Description** — a brief description (optional)
    * **Icon** — choose an icon to represent this category (optional)
  </Step>

  <Step title="Save">
    Click **Save**. The category is now available when creating or editing request types.
  </Step>
</Steps>

## Edit or delete a category

<Steps>
  <Step title="Open the category">
    In **Settings → Service Request Settings → Categories**, click the category you want to update.
  </Step>

  <Step title="Edit or delete">
    Click **Edit** to change the name or description. Click **Delete** to remove the category — you'll need to reassign any request types linked to it before deleting.
  </Step>
</Steps>

## Next steps

<Card title="Configure Request Types" icon="sliders" href="/service-requests/configure-request-types">
  Assign your categories to specific request types.
</Card>