📕Setup - Tooling Categories

Last updated: September 23, 2026

Overview

Tooling Categories are used to narrow down all tooling into generalized or specific categories to suit your needs.

Prerequisites & Preparation

  • Required Permissions: System Manager or Administrator

Step-by-Step Configuration

  1. Navigate to the Menu: Go to Setup > Tooling Category.

  2. Initiate Creation: Click Add New in the upper right corner of the Tooling Category bar.

  3. Enter Details:

    • Description: Enter a description for the category.

  4. Define Attributes:

    • Default: Select if this category should be the default.

    • Status: Select Active.

  5. Save & Finalize: Click Save.