Folder Management

Use the Folder Management page to manage your folders.

Actions

Create a Folder

Instructions:

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

Instructions: Select Options ➔ Delete.

Download Folders (.csv)

Instructions: Select Download at the top-right.

Filter Folders

Instructions: Use the Filters to refine your search. See available filters.

Remove a Company From a Folder

Instructions:

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

Instructions:

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.

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.