Folder Sharing

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 “Breached Companies” folder 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.

To share a folder:

1. View a folder from your Companies List [ Portfolio Risk ➔ Companies List].
2. Select Actions ﹀ ➔ Share Folder at the top-right.
3. Toggle the Enable Sharing option.
4. 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.
5. 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.
6. 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.