Block Categories are the backbone of how data is grouped and permissioned inside Ex.Brain. Think of each category as a folder with rules: it tells Ex.Brain what kind of information it contains, which teams or locations can access it, and how that data should be interpreted.
Organizing your Blocks into smart, relevant categories ensures:
- Secure access for the right people
- Better answers from your AI
- A clean, scalable knowledge base
Step-by-Step: Creating Block Categories #
Step 1 – Navigate to Block Categories #
- From your left sidebar, click Block Management
- Then click on the “Block Categories” tab at the top of the page
Step 2 – View or Edit Existing Categories #
- You will see a list of default Block Categories created during sign-up (like Finance, HR, Meetings, etc.)
- Click on any category to edit it and review its settings
Field | Description | Required? |
| Category Name | What type of content this group will hold (e.g. “Client Onboarding”, “Restaurant Menus”) | ✅ |
| Category Description | A short sentence that tells Ex.Brain what this category includes and how it should be used. Example: “Contains SOPs and workflows for onboarding new clients.” | ✅ |
| Parent Category | (Optional) Choose an existing category if you want this to be a sub-folder of a larger one | ❌ |
| Assign Access to Permission Roles | Select which Access Levels should be able to view or manage Blocks in this category. This is essential for controlling visibility. | ✅ |
| Assign to Workspace(s) | Choose which Workspaces (a.k.a. branches or locations) this Block Category applies to. A category can be shared across multiple locations. | ✅ |
Why Access & Workspace Assignment Matter #
Block Categories help enforce data security and role-based visibility. For example:
- A “Payroll” category should only be visible to Finance Managers at HQ
- A “Menu Photos” category might be shared across all restaurant branches
The combination of:
- Permission Roles (Access Levels)
- Workspace assignment …ensures that the right people see the right information—and nothing more.
Pro Tips for Block Category Setup #
- Use clear, specific names like “Training Docs” or “Legal Policies”—not “Stuff” or “Misc”
- Group datasets by function, department, or process
- Set up categories before uploading files, so you can assign them instantly during upload
You can edit, rename, or delete categories at any time.
Next Step #
Once your categories are ready, it’s time to start uploading files and turning them into Blocks!