Working With Categories




Categories allow for the grouping of credentials.  Categories can be used to qualify, filter, and secure groups of related credentials.  A single credential must be placed into one and only one category.  A category can contain an unlimited number of credentials.


Creating Categories


Click the Categories node in the navigation tree view and click the Add button to create a new Category.  An input box will appear asking for a new category name.  Category names must be unique and distinguishable from other categories.  After entering the category name, the category will be created and displayed in the main grid.


Editing Categories


A category can be deleted once the category has no credentials assigned to it by selecting the category and pressing the DELETE button on the keyboard.  Once a category is selected from the top grid, the Category Editor will be displayed in the right panel.


General Tab


To edit a category, select the existing category from the main grid.  In the right hand panel, text boxes will be displayed.


Category Name:  The unique name of the category.


Notes:  Any additional notes that may be of use to other users.


Press Update to update the category in the database.


Permissions Tab


The permissions tab will display the permission editor for the selected category.  All users are able to view category permissions and category permission history.  Only users with Security System Permissions or Category System Permissions are able to assign permissions to other principals.  See the Permissions section for information on permissions.


Editing Credentials


Once a category is selected from the top grid, all credentials belonging to that category will be displayed in the bottom grid.  Selecting the credential will display the Credential Editor in the right panel.  See Working With Credentials for more details.


NOTE: Only users with Full system level permissions are able to add and edit categories. Once a category is created, it cannot be deleted.


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