Custom Categories allow you to organize and group your file tags based on the categories that you choose. These categories are specific and customizable to your workspace. Creating Custom Categories can help you tag your files and allow them to be searched and filtered in your workspace more accurately.
Advanced Custom Category features:
Creating a Custom Category
To create or access your Custom Categories, click on your user icon at the bottom left of your workspace and select All Settings.
From your settings area, scroll to Custom Categories.
By default, each Stockpress workspace comes with a Custom Category called Tags. You can use this as a general category for your tags or remove it and add your own Custom Categories based on your business needs. For example, a wholesale plant business might want to add categories for plant type or season.
To add a new Custom Category, click the + Add Custom Category button.
Add a name such as Plant type and a plural name, Plant types, and click save. The plural name will be used in most cases.
Modifying or deleting tags
There may be a point where you find a tag with a typo or tags that are so similar that you might want to remove one.
You can edit and/or delete any tag at any time by clicking the three-dot icon in the right-hand column of any tag. A modal will open where you can edit the tag and click save.
Advanced settings:
Make tags in a Custom Category required
Adding tags to your files makes it infinitely easier for your users to find what they need in your Stockpress workspace. If you have many contributors, you may want to require that they add at least one tag to a particular Custom Category or Categories.
To make tagging required on a Custom Category, edit the category from the main Custom Categories screen.
Toggle on the 'Required' toggle and click save. All users will now be required to add at least one tag to this Custom Category when editing a previously uploaded file, or adding a new file.
Show or hide tags on share links
When you create an external share link, metadata fields are not visible to non-workspace users by default. This protects your potentially sensitive data and tags from being visible to those who shouldn't see them. However, if you want certain tags to be visible to anyone you've shared links with, you can make a Custom Category visible on share links.
Edit the category from the main Custom Categories screen.
Toggle on the 'Show tags on share pages' toggle and click save. All share links will now show this custom category and all tags associated with it.
Importing tags
To import a pre-set list of tags, click the Import tags button at the bottom-left of the page.
You can select and import a CSV or TXT file with one tag listed per line/row.
Once you select your file, click Import.
Your tags will now be listed below in alphabetical order and available to your workspace users when editing or uploading files.
Category settings - what user roles can see and add new tags
You can further restrict what users in your workspace can do with Custom Categories by clicking on the Settings tab. You can restrict the following:
What user roles can add new tags to Custom Category when editing or uploading.
What user roles can see Custom Categories on single file views.
By default, Admin and Manager roles can see, add, and edit any Custom Categories.
To adjust these settings for a Custom Category, click on the Settings tab.
From there, you will see a list of user roles in your workspace under the 'Add new tags' section AND under the 'See this Custom Categories.' Learn how to make Custom Roles here.
Toggle on any role that should be able to add new tags to this Custom Category or see this Custom Category. Under the 'Add' section, if a user role is toggled on, users will only be able to add tags, not edit or delete them. Only admins and managers have access to the settings for editing and deleting tags.
Please note: A user role MUST have access to see a Custom Category in order to add new tags to it.
Automatic tag mapping
If you add all of your tags to one keyword field in Photo Mechanic or Lightroom before you add them to your workspace, but you want those tags to be mapped to separate Custom Categories in your Stockpress workspace, you can do this with automatic mapping.
Please note: This feature requires metadata mapping to be enabled in your workspace. Find out more about metadata mapping here.
To get started, toggle on enable metadata mapping.
You can import a list of tags, add them manually, or use what is currently there.
Below is an example of a file in Photo Mechanic with multiple tags added to one Keyword field.
When files are uploaded or imported into your workspace and metadata mapping is enabled, the tags from your file will be parsed to the correct categories.