Skip to content
English - United Kingdom
Contact us
  • There are no suggestions because the search field is empty.

Creating and managing category sets

Create and manage category sets to group update types by focus area — streamlining search setup and ensuring consistent, relevant tracking across your workspace.

What is a category set

A category set is a pre-defined group of update categories that align with a particular area of focus.
It allows you to create labelled collections such as Corporate finance and M&A, Environmental reports, or Project permitting.

Category sets can be used by both individuals and teams.
They help you quickly apply relevant content filters during search setup — so you can track the updates that matter most without manually selecting categories each time.

Category sets are especially useful for:

  • Individuals who regularly monitor the same types of updates.

  • Teams that want to ensure everyone tracks consistent categories.

  • Organisations that need standardised monitoring across departments or portfolios.

How to access category sets

  1. In the side navigation, go to the bottom left and click Profile.

  2. Inside your profile, open the Category sets tab.

  3. Here you’ll see:

    • Any existing sets you’ve already created, or

    • A blank page if you’re setting one up for the first time.

How to add a new category set

  1. In the Category sets tab, click + Create new set.

  2. Give your set a clear name, such as Corporate finance and M&A or Sustainability and permitting.

  3. Use the search bar to find categories.

  4. Double-click each category name to move it from the left box to the right box.

  5. Choose whether to make this an organisation set (shared with your whole team) or keep it private to your own account.

  6. Click Save.

Your new set will now appear as an option during search setup whenever you choose to filter by category.

How to edit a category set

  1. In your Category sets tab, find the set you want to update.

  2. Click the name of the set — this opens the set modal.

  3. From here, you can:

    • Rename the set.

    • Add or remove categories.

  4. Click Save to apply your changes.

If the set is an organisation set, only an admin will be able to edit it.

Using a category set in a search

When creating a search:

  1. In the content sources step, select By category set.

  2. Choose your desired set from the dropdown menu.

  3. Continue through the setup flow to add filters and configure alerts.

The search will automatically include updates and documents from all categories within that set.

Tip: Category sets make search creation faster and more consistent — whether you’re an individual tracking a niche area or part of a team standardising coverage across the organisation.

Organisation sets vs personal sets

  • Organisation sets are visible to all members of your organisation and can only be edited by admins.

    • They help ensure shared tracking standards across teams.

  • Personal sets are visible only to you and can be edited at any time.

If your organisation has created an organisation set:

  • You will not be able to edit it directly.

  • To make changes, copy the organisation set first.

    • This creates a personal copy of the same categories.

    • You can then rename or edit it freely — it will appear only on your personal dashboard.

The same rules apply to company sets and mining asset sets.

Next steps

Now that you’ve created a category set, you can apply it during search setup to streamline content filtering and keep your tracking aligned.

To use your category set in a live search:
→ Read: Creating and Saving a Search

To group other data types for focused tracking:
→ Read: Creating and Managing Company Sets
→ Read: Creating and Managing Mining Asset Sets

If you're working with shared team resources:
→ Read: Organisation Management