Vault

Categories

Group credentials so teams can find the right secret quickly.

Flowchart

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]

Flowchart: Categories workflow flowchart for Vault. Enable JavaScript to view the interactive diagram, or follow the numbered steps below.

Steps

Open Categories from the sidebar.
Create categories that match how your firm works (for example GST, Banking, MCA).
Assign vault items to the right category when creating or editing credentials.
Filter Personal or Company Vault lists by category when retrieving a secret.
Rename or retire unused categories so the library stays clear.