Configure Multiple Catalogs

Multiple Catalogs is a new feature that now allows users to create and manage several distinct Catalogs within a single workspace — each with its own name, icon, filters, and content scope. For example, an organization can set up separate Catalogs for different departments or content types, such as an Enterprise catalog and a Departmental Dashboards Catalog, each surfacing only the most relevant content for its audience.

This article details how to create Catalogs.

1. Add New Catalog

Access Content > Catalogs

  1. [+ Catalog]
  2. Catalog Name: Enter a descriptive name for the Catalog.
  3. Name used in URL: Enter a URL-friendly identifier. This name is used in the Catalog URL and cannot include spaces.
  4. Click [Save] to create the Catalog and proceed to the full Catalog editor, where all configuration options are available.

2. Configure New Catalog

  1. Catalog Icon: Click [Select Icon] to select one of the available options.
  2. Certified: Enable this toggle to limit the Catalog to certified content only.
  3. Filter by Element Type: Select the Element types to include. Select All to include every type.
  4. Category: Click [+ Category] to add one or more Categories whose content should appear in the Catalog. To remove a Category, click the × next to its name.
  5. Folder: Click [+ Folder] to restrict the Catalog to content from specific Folders. To remove a Folder, click the × next to its name.
  6. Tag: Click [+ Tag] to add Tags. Only Elements that match at least one of the selected Tags will be included. To remove a Tag, click the × next to its name.
    • NOTE: Only content that matches all three conditions — Category, Folder, and Tag — will appear in the Catalog.
  7. Group by: Select how items should be grouped when users open the Catalog (e.g., Group By Folders).
  8. Filter: Choose the default filter to apply when users open the Catalog (e.g., No Filter).
  9. Tag: Select which Tags should be active by default when users open the Catalog (e.g., All Tags).
  10. [Save]

3. Configure Sharing

  1. Groups/Users with Catalog Access: Click [+ Group] to grant access to a Group, or [+ User] to grant access to an individual user.
  2. Add Group/User: Select one or more Groups/Users from the list. Use the search field to filter by name.
  3. Start Catalog: Enable to set this Catalog as the starting page for the selected Group or User.
  4. [Save]

4. Setting Catalog as Default Start Page for Brands

Access Admin > System > Branding > Brand link name

  1. Native Catalog/Homepage is Available: Disable this toggle to hide the native Homepage and allow a Catalog to be set as the start page instead.
  2. Default Start Page: Select the Catalog to use as the default start page for users (e.g., Marketing).
  3. [Save]
  4. The selected Catalog will appear as a tab in the top navigation bar without Homepage available.

5. Setting Default Catalog for External Reports

  • For existing, access Content > Elements > External Report name link
  • For new, access +New > External Report
  1. Default Catalog: On the Info tab of an Element, select the Catalog to assign it to.
  2. [Save]
  3. The assigned Catalog will appear in the breadcrumbs instead of the Category when viewing the Element.