Create Categories and Assign Pods

In the left sidebar of Solstice Cloud, select Categories.

Click Add Category.

To create a category from one of the recommended options:

1. Click Choose from recommended. Options are Room Type (huddle, conference, etc.), Display Type (flat panel, 4K, etc.) or Interaction (mouse, touch, etc.). Each pre-configured type can be used one time.

2. Select one of the recommended categories, then click Next. A note about managing the new category may appear. Click Got It to proceed to category configuration.

3. Click Add new at the top of the options table to add more options. Click the trashcan icon beside any existing options in the table that you do not want to keep.

   Options within a category should always be mutually exclusive because only one option can be selected for each Pod. Avoid creating overlapping options that can be simultaneously true of a single Pod.

4. Click Done. The added category now appears in the Category Manager table.

5. Click Back to return to the category overview charts.

To create your own custom category:

1. If given the choice, Click Create custom. If all of the pre-configured recommended categories are already added, you go straight to entering the Category Name in the next step.

2. Enter the Category Name, then click Next.

3. Enter in the Options. For example, if you are creating a category to group Pods based on the floor of the building they are on, you can enter Level 1, Level 2, etc.

   Options within a category should always be mutually exclusive because only one option can be selected for each Pod. Avoid creating overlapping options that can be simultaneously true of a single Pod.

4. To add another option, click in the last option field and press the Enter key.

5. After you are done entering options, click Save & Apply.

6. A note about managing the new category appears. Click Got it. The added category appears in the Category Manager table.

7. Click Done and Back to return to the category overview charts.

In the left sidebar of Solstice Cloud, select Categories. Any Solstice Pods that are imported into Solstice Cloud for your organization appears in the Category Manager table.

To select which previously added categories display in the Category Manager table, click the expand icon next to Manage Columns.

Check the boxes for categories to view. The selected categories appears as columns in the table.

To add an individual Solstice Pod to a category:

1. In the row for the desired Pod, click the down arrow in the corresponding category column and select an option from the list that appears. Each Pod can be assigned to only one option per category.

To add Solstice Pods to categories in batches:

1. Check the box to the left of the Name for each Pod to be assigned to the same category option. Check the box at the top of this column to select all the Pods in the table.

   Start typing in the Search box at the top of the table to filter for Pods with names that contain the matching letters or words.

2. In the row for any of the selected Pods, choose the option from the desired category column.

3. Click Save to confirm you want to assign the category option for the number of Pod displays you selected and return to the Category Manager table.

Repeat steps 3–5 to assign groups of Pods to other category options.

In the left sidebar of Solstice Cloud, select Categories. Any Solstice Pods that are imported into Solstice Cloud for your organization appears in the Category Manager table.

At the top of the screen, click the left and right icons to find the desired category, then click anywhere on the pie chart to view details of that category.

Click the pencil icon above the category options to access tools to edit the options, change the category name, or delete the category.

To change the name of the selected category:

1. Click the category name and select Rename Category.

2. Click Done when finished making changes to view the updates to the selected category.

3. Click Back to return to the full list of categories and overview charts.

To add a category option:

1. Click Add new... in the top row of the options table.

2. Enter the name of the new category option and click the check icon to save the new category option. Click the gray X icon to cancel the addition of the new category option.

3. Click Done when finished.

4. Click Back to return to the full list of categories.

To edit the name of an existing option:

1. Click the existing option name in the table.

2. Make changes to the name and click the check icon to save the new name. Click the gray X icon to cancel any changes and keep the existing option name.

3. Click Done when finished to view the updates to the selected category.

4. Click Back to return to the full list of categories.

To delete the selected category:

1. Click the category name and select Delete Category.

2. Click Yes - Delete to confirm deletion and return to the full list of categories.