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Categories and Tags

Categories and Tags

By Centrify on ‎10-16-2017 07:09 PM

 

Adoption Through Organization

When you organize materials in an aesthetically pleasing manner, user adoption is more likely.  In addition, if you can logically arrange content in a manner that is useful to end users, they will be happier with their use of the tool. To that end, and to create a more pleasing environment, there are three areas in the Centrify tool to make the admin and user experiences easier and cleaner.

 

 

When a user first enters a portal, they get a view of all applications they have access to, or even systems, in a general view that is unmanaged. This view just groups icons mostly in an alphabetical manner. Systems first, then applications.

 

2017-10-05_12-45-19.png

 

If you only have a few apps, this is no big deal. But if you have many apps, this can be an eyeful that is not as easy to navigate. To ease the burden on this, we have two options to help you make your interface for users clean and easy. On the front end of the portal, users can click the gear in the top right corner of the above image right under their name/picture, and open the Settings and Preferences screen.

 

Grid to Group.png

 

In this screen if you move the radio button from Grid over to Grouped, you will now get a different view. This new view is what we will be working with from here forward, and where you can either control, or teach your users to control, how their portal view looks.

 

 

Categories

Categories are a way for administrators to impose order on chaos by creating the same kind of divisions done by tags above, but from the admin side of the tool. Instead of leaving it up to the end user to organize, the admin simply adds categories on the server side to bring this under control. Setting up a category is easy, but may require a few minutes of thought ahead of time.

 

When you log into the administrative view of the Apps configuration, under the Description element of an app, you will find the field where you place a category. The field is text only, and is arbitrary, so you can paste or type in anything you like. In this version, unlike tagging, you do not create a drop down the more categories you add, so you have to either have your names on a clip board, or simply create a list ahead of time and keep it in a note pad on the side while you build this out.

 

Categories.png

 

Since the naming is just what you paste in, this is why I suggest you brainstorm this out and put them in an outline or word doc on the side. When you have the Apps Categorized, they will show up in your user portal similar to this:

 

Category Group.png

 

TAGS

Tags are identical in behavior to Categories, except that these are created by your end users. One added "ease of use" feature is that you can add a list of tags and use a drop down to select the pre-existing tags when you create new apps. To edit tags, a user clicks on the gear at the bottom right corner of an app in their portal.

 

App Settings.png

 

This opens the Application Settings, where you can either type in a new tag, or select an existing tag.

 

Selectint a Tag.png

 

As a note, you can select the same tag for multiple apps, and also put multiple apps on each tag, so you can get repeats in tags as seen below.

 

Multiple Tags.png

 

This isn't really a big deal, but it may clutter up the interface, so you want to be sure to point this out, or be careful in your use of Categories on the admin side so that the interface remains clean and uncluttered.

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