Categories

Steps

1. 1

   Step 1: Open Categories from the sidebar.
2. 2

   Step 2: Create categories that match how your firm works (for example GST, Banking, MCA).
3. 3

   Step 3: Assign vault items to the right category when creating or editing credentials.
4. 4

   Step 4: Filter Personal or Company Vault lists by category when retrieving a secret.
5. 5

   Step 5: Rename or retire unused categories so the library stays clear.

flowchart LR
  A[Open Categories] --> B[Create or rename category]
  B --> C[Assign items to category]
  C --> D[Filter vault lists]
  D --> E[Faster retrieval]