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Setting up your workspace settings
Creating and managing Custom Categories
Creating and managing Custom Categories

Create Custom Categories to help you tag your files appropriately so you can find what you're looking for.

Jo avatar
Written by Jo
Updated over a week ago

What are Custom Categories?

Custom Categories allow you to organize and group your file tags based on categories that you choose and 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.

To create or access your Custom Categories, click on your user icon in the top-right corner of your workspace and select All Settings.

Access All Settings

From your settings area, scroll to Custom Categories.

Custom categories in your workspace
Create your own categories

By default, each Stockpress workspace comes with a Custom Category called Keywords. You can use this as a general category for your tags, or remove it and add your own Custom Categories based on your business need. For example, a wholesale plant business might want to add categories for plant type, or season.

Adding new Custom Categories

Adding a new custom category

To add a new Custom Category, click the + Add Custom Category button.

Name your custom category

Add a name such as Plant type and a plural name, Plant types, and click save. The plural name will display in your workspace on a file when there is more than one tag added.

Optional settings:

If you have metadata mapping enabled in your workspace, you can toggle on Enable metadata mapping. This will allow tags to be pulled directly from image files during upload and will only allow tags that have been imported. Find out more about metadata mapping here and read about importing tags below.

Toggle on Show tags on share pages if you want tags from this custom category to be displayed on files in any share link you make. All share links are public to anyone with the link unless you change the share settings. Find out more about share links here.

Below is an example of a Custom Category on a single file view from a share link:

Custom categories viewable on share pages

Once a Custom Category is created, you can:

  • Import a pre-set list of tags

  • Add tags manually during an upload

  • Add tags from the edit modal, or

  • Add tags when editing from a single file

Importing tags

To import a pre-set list of tags, click the Import tags button at the bottom-left of the page.

Import your tags
Select a CSV or TXT file

You can select and import a CSV or TXT file with one tag listed per line/row.

Once you select your file, click Import.

View your tag list

Your tags will now be listed below in alphabetical order.

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.

Modify or edit your tags

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 - who can add new tags

The last step is deciding what user roles can add new tags to this specific Custom Category. By default, Admin and Manager roles can add and edit any Custom Categories.

To adjust these settings, click on the Settings tab

Custom category settings

From there, you will see a list of user roles in your workspace. Learn how to make Custom Roles here. Toggle on any role that should be able to add new tags to this Custom Category. They 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.

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