> ## Documentation Index
> Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Leadership Categories

> Screen at /lo/knowledge/categories for managing the hierarchical category structure of the knowledge base.

The Categories screen is accessible at `/lo/knowledge/categories` and allows users to create, edit, and delete the category hierarchy used to organize knowledge base articles.

## Overview

The `KnowledgeCategoriesPage` loads categories via `useKnowledgeCategories(orgId)` and mutations via `useKnowledgeCategoryMutation`. The page displays a flat list of categories, each showing its name, slug, description, and optional parent relationship. Edit and delete icons appear on each category. A dialog (with fields for name, slug, description, and parent category selector) is used for both creating and editing categories. Deletion is confirmed via a `ConfirmationDialog` before calling `deleteCategory`. A "Back to Knowledge Portal" link navigates to `/lo/knowledge`. The "+" button opens the dialog in create mode.

## Who it's for

Requires `LO_PERMISSIONS.DASHBOARD_VIEW` (`lo.dashboard.view`) via the shared `LOViewGuard`. Creating knowledge items uses `lo.knowledge.create`.

## Before you start

* `lo.dashboard.view` permission required.
* An active organization context is required.

## Steps

<Steps>
  <Step title="Navigate to Categories">Go to `/lo/knowledge/categories` or select "Manage Categories" from the Knowledge Portal.</Step>
  <Step title="Create a category">Select "+" to open the category dialog. Enter a name, slug, optional description, and optional parent category.</Step>
  <Step title="Edit a category">Select the edit icon on a category to open the dialog pre-filled with existing values.</Step>
  <Step title="Delete a category">Select the delete icon and confirm in `ConfirmationDialog`.</Step>
  <Step title="Return to portal">Select "Back to Knowledge Portal" to return to `/lo/knowledge`.</Step>
</Steps>

## Key concepts

* **KnowledgeCategory**: the data type with fields `name`, `slug`, `description`, `parent_id`.
* **parent\_id**: the UUID of the parent category enabling hierarchical organization.
* **slug**: URL-friendly identifier for the category.

## Related

<Columns cols={2}>
  <Card title="Leadership" icon="compass" href="/lo/overview">
    Leadership core overview.
  </Card>

  <Card title="Governance & parity" icon="scale-balanced" href="/governance/index">
    Documentation coverage and governance.
  </Card>
</Columns>

<Note>
  This page documents shipped product behavior. It is not medical, legal, or
  billing advice. Verify against your organization's policies and applicable
  regulations before using it for clinical, compliance, or billing decisions.
  Protected health information (PHI) shown in the product is governed by your
  tenant's access controls and is never exposed in this documentation.
</Note>

<Accordion title="Documentation sources">
  * src/routes/lo.tsx
  * src/cores/lo/pages/KnowledgeCategoriesPage.tsx
  * src/cores/lo/hooks/useKnowledgeCategories.ts
</Accordion>