Adding Custom URL Categories


Adding Custom URL Categories

Watch a video about URL Categories, including how to add custom URL categories

Creating custom categories provides greater flexibility when creating URL filtering policies, allowing specific websites and keywords to be controlled as desired.

Custom categories can only be managed by super admins, admins with the Custom URL Management role, or admins with the Custom URL Management and Override Existing URLs role. To learn more, see Adding Admin Roles.

To add a custom URL category to the list of predefined URL categories:

  1. Go to Administration > URL Categories
  2. In the upper left corner, click Add
    or
    Next to the super category you want to add your custom category to, click Add
  3. Complete the following:
    • Type in a Name for the new category. Category names can only use alphanumeric characters, underscores, hyphens, dots, parenthesis, and spaces.
    • URL Super Category: Choose the URL super category to which this custom category will belong
    • Administrator Operational Scope: Choose the operational scope for this category. More than one operational scope can be selected and, when there is more than one, OR logic is used to find a match. See Scope Examples below for more information. You can choose from:
      • Any: Any admin can manage.
        If your organization does not have granular access requirements for custom URL categories you can select Any as the scope. You can then control which admins are able to manage custom categories through admin roles.
      • Organization: Admins whose scope is Organization can manage
      • Location Group: Admins with one or more of the selected location groups in their scope can manage 
      • Location: Admins with one or more of the selected locations in their scope can manage
        Admins that have an operational scope over location groups that include one or more of the selected locations can also manage. However, they will not be able to change the operational scope of the category.
      • Department: Admins with one or more of the selected departments in their operational scope can manage

If there are any operational scopes that you don't see, they are not part of your administrative operational scope.

The ability to add scopes is only available if the URL super category is User-Defined.

You can only delete a custom category with a URL super category of User-Defined if your administrator scope exactly matches the scope of the category.

  • Custom URLs: Enter the URLs you want to add to this custom category and click Add Items. Any URLs you enter here do not remain mapped to the parent category (the predefined category to which this URL belonged previously). The URLs are covered by policies that reference this specific custom category, but not by policies that reference the parent category. For example, if you enter www.amazon.com here, this site will no longer be covered by policies that reference its parent URL category ("Online Shopping"). To learn how to find the parent category of a given URL, see Looking up URLs in the Admin Portal. Also, see the URL format guidelines. IP addresses can be used in place of URLs.
  • URLs retaining parent category: Enter the URLs you want to add to this custom category but also retained under the original parent category (the predefined category to which this URL belonged previously). Click Add Items after typing in the URLs. The URLs entered here are used by policies that reference the original parent category as well as those that reference this custom category. For example, if you enter www.amazon.com here, this site will be covered by policies that reference this custom category as well as by policies that reference its parent URL category ("Online Shopping"). 
  • Custom Keywords: Enter keywords that you want to add to this custom category. Policies including custom keywords will trigger if the keyword is a full or partial match of the URI. For example, if you had a policy that blocked a URL category that included the custom keyword "gambling", then www.gambling101.com, and www.gambling.com would both be blocked.

As custom keywords are applicable to the entire URI, if you went to www.google.com and searched for "gambling" the search results would also be blocked since the word gambling appears in the URI (https://www.google.com/search?q=gambling&oq=gambling&aqs=chrome..69i57j0l4.2767j0j8&sourceid=chrome&ie=UTF-8).

Keywords must be between 3 and 255 characters.

  • Keywords retaining parent category: Enter the keywords you want to add to this custom category. URLs that match the keywords are added to the custom category and also retained under their original parent category (the predefined URL category to which URLs including this keyword belonged to previously). Click Add Items after typing the keywords.

The keywords entered here are used by policies that reference the keyword’s original parent category as well as those that reference this custom category. For example, if you create a custom URL category that includes "gambling" in the keyword retaining parent category field a site like www.gambling101.com will be covered by policies that reference this custom category as well as by policies that reference its parent URL category (Gambling).

Keywords must be between 3 and 255 characters.

  • Description: (Optional) Enter additional notes or information. The description cannot exceed 256 characters.
  1. Click Save and activate the change

Scope Examples

These examples apply to categories that belong to the User-Defined super category.

Example One

Example Cat has the following Administrator Operational Scopes:

  • Location: Selected locations are L1, L2, and L3
  • Department: Selected departments are D1 and D2

Admin A, who only has a Location scope including L1 and L2, can edit Example Cat. Admin B, who only has a department scope of D1, can also edit.

Example Two

Test Cat has the following Administrator Operational Scope:

  • Location: Selected locations are San Jose and Bangalore

Admin A has a Location Group scope of Location Group 1. Location Group 1 contains London and San Jose. Admin A can edit all of Test Cat, with the exception of its operational scope.