Custom Categories

What are Custom Categories

In addition to the prebuilt categories that are in Relay, you can create your own custom categories. Creating your own categories allows you to custom categorize websites and urls. The benefit of using the Custom Category versus simply adding to an allowed list is that with the Custom Category you can add multiple websites and then turn them on and off per group.

Example: Pinterest is categorized by default into the Mature category (this is due to the lack of controls available within Pinterest to restrict the mature content on the site). You can create a custom category called Allowed Social Media and place Pinterest into the category. You can then also recategorize Twitter, placing it into your new Allowed Social Media category. Now that you have two sites in the category you can easily allow or block this category for different schools or grade levels.

Once you have created a Custom Category and have added websites to it, it will function the same as any other category.

Adding Custom Categories

To add a new Custom Category navigate to Internet Access>Default Rules.

At the top of the Categories section to the right is a green +. Selecting the plus will open a window where you can specify the name and a description for your new Custom Category.

Adding websites to Custom Categories

At the top of the Default Rules page there is a search bar for checking website/video categorization. To recategorize a website into a Custom Category, enter the url into the search bar and click Check.

When the results pop up you will see the current category for the website and an edit icon to the right of the current category. Click the edit icon and a window will pop up.

You can choose to recategorize the website into any of the existing categories, including your new Custom Category. The list is in alphabetical order, so scroll to your Custom Categories name and select it. You can add a note for later reference if you want to keep track of any pertinent information.

Example: You might want to use the notes to keep track of the category that the domain came from for easy reference.

Editing Custom Categories

To edit your Custom Categories, and the websites that are in the categories, roll your mouse over the category on the Default Rules page. To the right of the category a tab with a gear icon will pop up. Click the gear and a dropdown menu will appear.

View Domains
This will take you to the list of domains currently in your Custom Category.

From here you can:

  • Go back to your Default Rule page by clicking the green left arrow at the top left of the page.
  • Search your list of domains using the search bar at the top right.
  • Import a list of domains. If you upload your own csv it will recategorize them into the current Custom Category.
  • Add a new url to your custom category with the green plus button .
  • Use the checkboxes to the left to select the domains in the category so that you can delete (remove) the domain from the Custom Category. You can use the checkbox at the top of the list to select and delete all of your domains at once. You can also use the X to the right of the domains to delete.
  • Edit the domain notes and category by rolling over the domain’s name. An edit icon will appear to the right of the domain name, just click the icon for the edit window to open.

Edit
This will open a window where you can rename and add/change the description of your Custom Category.

Delete
This will delete your Custom Category. You will not be able to delete your Custom Category while there are domains in it. You must first delete the domains.