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Categories are top-level containers that help organize applications by business domain or functional area (e.g., Healthcare, Financial Services, Retail). They provide a foundational governance layer, ensuring alignment across teams and enabling structured policy management.
Create categories before onboarding applications to enforce consistent governance and simplify future grouping, reporting, and access control.

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Accessing Category Management

  1. Navigate to the left sidebar.
  2. Click Settings.
  3. Select Category Management. You’ll be presented with a sortable table of all existing categories.

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Category Table Overview

ColumnDescription & Examples
NameUnique category title Example: Healthcare, Finance
OwnersUsers responsible for managing the category
DescriptionBrief explanation of its purpose Example: “Patient care systems”
ActionEdit or Delete controls for managing the category

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Create a New Category

  1. Start → Click ‘+ New Category’
  2. Name → Provide a unique, descriptive name Example: Financial Services
  3. Description → Add a short summary Example: “Covers banking, insurance, and payment applications”
  4. Owner → Select users who will govern this category
  5. Save → Click ‘Create’ to finalize

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Best Practices

  1. Use broad, industry-recognized terms like Retail, Education, or Healthcare.
  2. Assign clear ownership to ensure accountability.
  3. Reuse categories across multiple applications within the same business domain to standardize management.

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Example Workflow

  1. Create a Retail category.
  2. Onboard the PetStore application and assign it to the Retail category.
  3. Configure the Environment for PetStore (e.g., Prod, Dev).
  4. Link or create the Policy Store under that environment.
This structure helps maintain logical separation, better policy governance, and easier visibility across applications and teams.
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