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Folder Management

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  • April 12, 2023: Insurance app navigational instructions.
  • February 7, 2023: Folder now available in the SPM application; Changed Folder Tasks into page Actions.
  • November 12, 2021: Continuous Monitoring app navigational instructions.

Use the Folder Management page to manage your folders.

Navigation Options

SPM App: Settings ➔ Folder Management

CM App: Risk Program Setup ➔ Folder Management

Insurance App: Program Setup ➔ Folder Management

Actions

Action Instructions
Create a folder:
  1. Select the Create a folder button at the top-right.
  2. Use the Folder Name field to assign a name for the folder.
  3. (Optional) Use the Folder Description field to enter a description for the folder.
  4. Select Save.
Delete a folder: Options ➔ Delete
Download (.csv): Select Download at the top-right.
Refine your search: Use the Filters to refine your search. See available filters.
Remove a company from a folder:
  1. Check the respective folder filter.
  2. Check the Checkbox of the company to remove.
  3. Select the Remove from Folder option from the Actions dropdown [Actions ➔ Remove from Folder].
Share a folder:
  1. Select the Options button to the right of a folder you’d like to share.
  2. Select the Share option.
  3. Toggle the Activated Toggle Enable Sharing option.
  4. Use Share with to identify who the folder can be shared with. Options:
    • 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. Use Permissions for all users to determine user permissions for the folder. Options:
    • 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.

Folder Details

Field Description Filters
Name The name of the folder. Text Search
# of Companies The number of companies in a folder. Yes
Average Rating The average security rating over the past year. Select a Range
Owner The user who owns the folder. Yes
Description A description of the contents of the folder. Text Search

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