- March 13, 2023: Insurance app navigation instructions.
- November 17, 2021: Instructions based on the Continuous Monitoring application.
- March 27, 2020: Share folders with all users, specific users, or an Access Control Group.
Share folders with other users in your company. Folder sharing follows access control group rules, which can help organizations operate at scale.
For example, a user could create a folder called “Breached Companies” that contains companies that suffered major breaches over the past year. This folder can be shared with colleagues to compare insureds and potentially insureds against breached companies.
Deleting a user account also deletes any shared folders that the deleted user created. Assign an active owner to a folder before deletion to ensure the folder has an owner and can still be managed.
To share a folder:
- View a folder from your Companies List [
Portfolio Risk ➔ Companies List].
- Select Actions ﹀ ➔ Share Folder at the top-right.
- Toggle the
Enable Sharing option.
- Select who the folder can be shared with (Share with).
- All Users: All existing and future users across all access control groups.
- Specific Users: Specific users in any group.
- Access Control Groups: All existing and future users within specific groups.
- Determine user permissions for the folder (Permissions for all users).
- View: Read-only.
- Manage Companies: Add or remove companies from the folder.
- Own the folder: Assign additional owners for portfolio folders. Owners can rename, configure sharing settings, or delete the folder.
- Select Save to confirm.
Labels
When selecting a folder from the context switcher in the Companies List page, refer to the following labels to determine if a folder is shared:
| Label | Description |
|---|---|
| This folder is shared. | |
| You're an owner of this folder and it's not shared with other users. |