In the DC Password Manager, you can create and associate categories with a password record. This allows you to group your password records several ways, and hence provides flexibility in managing your password data. In order to create and associate categories with a password record, you must use the Edit Categories page, in the DC Password Manager. See below for instructions on how to access the Edit Categories page - in order to create and associate categories with your password record.

Selecting and managing categories

To access the Edit Categories page, while creating or editing a password record (see here and here), click on the launch square icon, below and to the right of categories field. This takes you to the Edit Categories page illustrated below.

(Note: instead of clicking on the launch square icon, below and to the right of categories field, you may alternately click on the Edit Categories menu command, on the main menu of the DC Password Manager, to obtain the same result. See here for more information.)

Using the interactive model

Note: you can use the interactive model of the categories page above, to get a preliminary idea of what interacting with the real categories page of the DC Password Manager is like.

Associating categories with your password record

To associate a category with your password record:

1) Click on the Select Categories button at the top of the Categories dialog, to ensure the dialog is in Select Categories mode.

2) Click on the button Select Category under the main listbox for the dialog. This causes another listbox to appear, with a list of categories you can choose from, to associate with your password record.

3) Select a category you would like to associate with your password record from the new listbox which appears.

4) Next, click on the hamburger menu button at the top of the Categories dialog, to display a menu of options.

5) Select the menu item, Add Selected Category, to add the category you selected, to the list of items in the main listbox.

(Note: the list of categories displayed in the main listbox, are the categories that will be associated with your password record, when you exit the dialog, via the OK button. Note further: when you associate a category with a password record, the password record will be displayed with all other password records, associated with the category, when the category is selected, on the main page of the DC Password Manager. For example, if you associate your password record with a category by the name of Pay Bills, whenever the Pay Bills category is selected on the main page of the DC Password Manager, your password record will appear with all other password records associated with the category.)

If you would like to delete a category in the main listbox, that has been associated with your password record:

a) Select the category in the main listbox.

b) Click on the hamburger menu button at the top of the Categories dialog, to display a menu of options.

c) Select the menu item, Delete Category From List, to delete the category you selected, from the list of items, in the main listbox.

If you would like to sort the list of categories in the main listbox:

a) Click on the hamburger menu button at the top of the Categories dialog, to display a menu of options.

b) Select the menu item, Sort Categories in List, to sort the list of categories in the main listbox, alphabetically.

6) After you have finished adding, deleting, and sorting categories in the main listbox, you may click on the OK button, to exit the Categories dialog, with the category associations you made with your password record. If you would rather not go ahead with the changes that you made, you can instead click on the CANCEL button, to exit the Categories dialog, without the changes you made being saved.

Managing categories

If you would like to create new categories, rename categories, or delete categories:

a) Enter the Categories dialog as instructed above.

b) Next, click on the Manage List button at the top of the Categories dialog, to ensure the dialog is in Manage categories list mode.

Creating a new category

To create a new category to use throughout the DC Password Manager:

1) Enter the name of the new category you would like to create, in the text box below the main listbox, in Manage categories list mode.

2) Click on the hamburger menu button at the top of the Categories dialog, to display a menu of options.

3) Select the menu item, Add Category, to add the category to your list of categories.

Renaming a category

To rename a category in the main listbox:

1) Select the category you would like to rename, in the main listbox, in Manage categories list mode.

2) Enter the new name for the category whose name you would like to change.

3) Click on the hamburger menu button at the top of the Categories dialog, to display a menu of options.

4) Select the menu item, Update Category, to update and change the name of the category, in the main listbox.

Deleting a category

To delete a category in the main listbox:

1) Select the category you would like to delete in the main listbox, in Manage categories list mode.

2) Click on the hamburger menu button at the top of the Categories dialog, to display a menu of options.

3) Select the menu item, Delete Category From List, to delete the category, from the main listbox.

Sorting categories

To sort the categories in the main listbox, to make your management activity easier:

1) Click on the hamburger menu button at the top of the Categories dialog, to display a menu of options, in Manage categories list mode.

2) Select the menu item, Sort Categories in List, to sort the list of categories in the main listbox, alphabetically.

Exiting the Categories dialog

If you would like to make all your changes become registered by the DC Password Manager, exit the Categories dialog using the OK button. If you like to cancel all the changes you made, exit the Categories dialog using the Cancel button.

Saving and syncing data

If you made any changes to your categories in Manage categories list mode (see the section Managing categories above), these changes will be synced immediately to the DC Password Manager server, and the changes will be quickly distributed to all client devices that have the DC Password Manager client open. The above is so, provided you exited the Categories dialog using the OK button.

If you associated categories to your password record in Select categories mode (see the section Associating categories with your password record above), these changes will be synced after you exit the Categories dialog, via the OK button, and then save your password record. If you do not save your password record after exiting Categories dialog via the OK button, changes you made in Manage categories list mode will be saved, but changes you made in the Select categories mode, will be lost.