Can't rename a category?

sglinski · February 16, 2026, 10:01pm

I can’t seem to rename a category (files under simulations or portfolios) - there is a “category actions” option that is grayed out; and the menu looks different..

WalterW · February 16, 2026, 10:29pm

No problem found in my account.

Selecting 'Rename Category' should open an popup labeled - 'Create New Category' with 'New Category Name' text box. Can you get that far?

sglinski · February 16, 2026, 11:24pm

I can create a new category, can’t rename an existing one though..

WalterW · February 16, 2026, 11:40pm

So what does the Category menu look like?

sglinski · February 17, 2026, 3:02am

WalterW · February 17, 2026, 4:34am

I only see 'New Category' when at the root category. Root cannot be renamed. Otherwise it's 'New Sub-Category', 'Rename Category', 'Delete Category'.

Please provide the name of the folder you want to rename and I'll take a look.

sglinski · February 17, 2026, 2:27pm

I think I found the problem: I am trying to rename the “Unclassified” folder, and the name on that is locked; I can change other folder names..