---
title: "Job Categories"
slug: "jobcategories"
tags: ["create a job category", "job categories", "job types", "similar job for same job type", "tag categories to jobs"]
updated: 2025-06-26T07:20:24Z
published: 2025-06-26T07:20:24Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.12dsynergy.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Job Categories

Admin Content

When you have multiple jobs that deal with say similar types of projects, then you might want to have a specific set of users with relevant permissions to work on such specific jobs. While you can choose to individually apply the required permissions to each job, or create a job template for creating similar jobs, applying the required user permissions for every job might be tedious. In such cases, you can use Categories. Categories bundle up users and groups of users to work on a specific type (category) of jobs by applying relevant permissions for them.

Categories also make it easy to find jobs when you are working with multiple jobs of different categories. Note that a job can belong to many different categories.

### 1.1. How to Create a Category

1. In the **12d Synergy Administration** application, select the **Jobs** tab **> Categories**tab. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/jobcategories.doc-image-ieuy5x4m.png)
2. Click the **Create**button. The **Update Category** window is displayed. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/jobcategories.doc-image-pb2noct8.jpg)
3. In the **General** tab, enter the name for the new category in the **Category Name**box.
4. Enter an optional description for the category in the **Description**box.
5. To apply permissions to the group or specific users, select the **Groups** tab or**Users**tab.**![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/jobcategories.doc-image-phh7vax0.png)**
6. Click the ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/jobcategories.doc-image-mgk1g3fx.png)button and add a group or user as required. The entity is added in the **Groups** tab or **Users** tab of the **Update Category**window, respectively.

  - Prior to adding a group, ensure that it is created in the **12d Synergy Administration** application**> Groups**tab. Only then are the groups displayed in the **Groups** tab of the **Update Category** window.
  - You can add multiple groups in the **Groups** tab of the **Update Category**window.
7. Once added, select a group or user from the **Groups** tab or **Users** tab, respectively.
8. In the **Permission Sets**section, select the check boxes displayed against the permission sets that you want to apply for the selected group or user.

  - You can select the check box against a permission set and click the **Set info** button to view the explicit permissions included in that permission set.
  - You cannot edit or update the permissions displayed in the **Permission Set Info**window.
9. In the **Explicit Permissions** section, select the **Undefined, Allowed** or **Denied** options displayed against the individual permissions. Note that if any of these explicit permissions are a part of a permission set, updating them in the **Explicit Permissions** section will override what is defined in a permission set.
10. Click the **Save**button. The permissions for the entity, which is a part of the category, are set.

### 1.2. How to Tag Categories to Jobs

Once you have created a category with the required users and groups of users who match the needs of jobs of a specific type, then you will have to tag them to those jobs. You can do this in the following two ways.

#### 1.2.1. Method 1: While creating a new job

[While creating a new job in the 12d Synergy Administration application](/v1/docs/job-operations#112-creating-a-toplevel-job-from-the-12d-synergy-administration-application) > **Jobs** tab > **Create** tab, select the **Categories** tab and add an existing (already created) category by clicking the ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/jobcategories.doc-image-6fo7wv1x.png)button. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/jobcategories.doc-image-cse3p9ti.png)

This will apply the category and any pre-set job information to the job.

#### 1.2.2. Method 2: While editing an existing job

[While editing a new job](/v1/docs/job-operations#12-how-to-edit-a-job) either from the **Job** **Tree** window in the **12d Synergy Administration** application or the **Edit a Job: <*Job name*>**window in the **12d Synergy Client** application, select the **Permissions**tab **>** **Categories** tab and add an existing (already created) category by clicking the ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/jobcategories.doc-image-cfxylcon.png)button.

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/jobcategories.doc-image-vahf027j.png) This will apply the category and any pre-set job information to the job.