Use the Folder Management page to manage your folders.
Actions
Create a Folder
Instructions:
- Select the Create a folder button at the top-right.
- Use the Folder Name field to assign a name for the folder.
- (Optional) Use the Folder Description field to enter a description for the folder.
- Select Save.
Delete a Folder
Download Folders (.csv)
Filter Folders
Remove a Company From a Folder
Instructions:
- Check the respective folder filter.
- Select the Remove from Folder option from the Actions dropdown [Actions ➔ Remove from Folder].
Share a Folder
Instructions:
- Select Actions ﹀ ➔ Share Folder at the top-right.
- 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.
Folder Details
- # of Companies
-
The number of companies in a folder.
Filter: Companies in Folder
Filter Values:
Minimum
&Maximum
Number of Companies - Average Rating
-
The average security rating over the past year.
Filter: Median Rating
Filter Values:
Minimum
&Maximum
Bitsight Security Rating - Name
-
The name of the folder.
Filter instructions: Use the Search… at the top-right of the table to search by folder name.
- Owner
-
The user who owns the folder.
Filter: Owner
Filter Values: User Name
- Description
-
A description of the contents of the folder.
Filter instructions: Use the Search… at the top-right of the table to search by folder description.
- October 23, 2024: Moved to a broader section, not just Continuous Monitoring.
- September 24, 2024: Updated folder sharing instructions.
- April 12, 2023: Insurance app navigational instructions.
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