How to Manage Vendor Categories
Prerequisites
Access to the MasterVault section
Accessing Vendor Categories
Navigation: Sidebar > MasterVault > Categories
Click MasterVault in the sidebar.
Navigate to the categories section within MasterVault.
You will see the list of existing categories.
Creating a Category
Click the Add Category button.
Enter the Category Name (e.g., "Technology Vendors", "Financial Services", "Consulting").
Click Submit to create the category.
Creating a Subcategory
Open a category.
Click Add Subcategory.
Enter the Subcategory Name (e.g., "Cloud Providers", "SaaS Vendors", "Managed Services").
Click Submit.
> Tip: Design your category hierarchy to match how your organization thinks about vendor risk. Common approaches include grouping by industry, service type, criticality level, or business unit.
Using Categories with Vendors
When adding or editing a vendor:
In the vendor form, you will see Category and Subcategory dropdown fields.
Select the appropriate category and subcategory for the vendor.
This classification helps with filtering, reporting, and risk analysis across your vendor portfolio.
Managing Categories
Editing
Click the Edit icon on a category or subcategory.
Update the name.
Click Save.
Deleting
Click the Delete icon on a category or subcategory.
Confirm the deletion.
> Warning: Deleting a category may affect vendors currently assigned to it. Reassign vendors before deleting.
Troubleshooting
| Issue | Solution |
|---|
| Cannot create categories | Verify your role has MasterVault create permission. |
| Category not appearing in vendor form | Ensure the category has at least one subcategory. Vendors may require both a category and subcategory selection. |
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