Creating Categories for Files, Courses, and Articles
Categories in PrepBase help you organize files, courses, and educational content in a structured and scalable way.
Using categories and sub-categories ensures that admins can easily find relevant resources across the platform.
This guide explains how to create, manage, edit, delete, and export categories and sub-categories for:
Files
Courses
Articles & Guides
1. Where to Find Categories
Navigate to:
Admin Portal → Resource Management → Categories
2. Categories Module Overview
The Categories screen is divided into three tabs, each managing a different resource type:
| Tab | Purpose |
|---|---|
| File | Organize uploaded files and folders |
| Course | Organize video courses and learning content |
| Article | Organize articles, guides, and FAQs |
Each tab works the same way, but applies to a different resource type.
3. File Categories
File categories are used when uploading files in Resource Management → Files and also inside Projects and Profiles.
Viewing File Categories
Click the File tab
View category name, number of sub-categories, creation date, and status
Adding a New File Category
Click the ➕ Add Category button
Enter the Category Name
Click Save
Editing a File Category
Click the three-dot menu beside a category
Select Edit
Update the category name
Click Save
Deleting a File Category
Click the three-dot menu
Select Delete
Confirm the action
⚠️ Note: Deleting a category does not delete files, but may require reassignment.
Exporting File Categories
Click the Download (⬇️) icon to export file categories as CSV
4. File Sub-Categories
Sub-categories provide additional classification under a main category.
Viewing Sub-Categories
Click a category name
You’ll be redirected to the Sub-Categories page
Adding a File Sub-Category
Click ➕ Add Sub-Category
Enter the sub-category name
Click Save
Editing a File Sub-Category
Click the three-dot menu
Select Edit
Update the name and save
Deleting a File Sub-Category
Click the three-dot menu
Select Delete
Confirm deletion
Exporting File Sub-Categories
Use the Download (⬇️) icon to export sub-categories as CSV
5. Course Categories
Course categories help organize video courses and learning programs.
Viewing Course Categories
Switch to the Course tab
View categories and sub-category counts
Adding a Course Category
Click ➕ Add Category
Enter category name
Save
Managing Course Sub-Categories
Click a course category name to manage sub-categories
Add, edit, delete, or export sub-categories the same way as files
Editing & Deleting Course Categories
Use the three-dot menu to edit or delete
Changes reflect immediately in course creation and filtering
Exporting Course Categories & Sub-Categories
Use the Download (⬇️) icon for CSV export
6. Article Categories
Article categories organize Articles, Guides, and FAQs shown in Articles & Guides.
Viewing Article Categories
Switch to the Article tab
See categories used for educational content
Adding an Article Category
Click ➕ Add Category
Enter category name
Save
Managing Article Sub-Categories
Click a category name to open sub-categories
Add or manage sub-categories for content grouping
Editing & Deleting Article Categories
Use the three-dot menu
Select Edit or Delete
Exporting Article Categories
Click Download (⬇️) to export article categories and sub-categories
