- November 19, 2021: Added folder sharing instructions; “Average Rating” changed to “Median Rating.”
- April 3, 2020: Published.
Use folders to monitor the cybersecurity performance of a collective group of organizations. Folders can be used to organize and better understand the security performance of certain groups of companies, such as IT vendors.
- Categorize companies by importance.
- Make your portfolio more manageable. Folders allow you to be able to quickly determine how a specific company compares to the average of any folder. Just like your portfolio, you can see aggregate statistics about folders, such as the median security rating.
- Each folder can enable various alert parameters to help your organization better monitor the security performance of certain groups of companies.
Available with National Cybersecurity.
Folder Details
| Field | Description | Filters |
|---|---|---|
| Name | The name of the folder. | Text Search |
| # of Companies/Companies in Folder | The number of companies in a folder. | Yes |
| Median Rating | The median security rating over the past year. | Rating Range |
| Owner | The user who owns the folder. | Yes |
| Description | A description of the contents of the folder. | Text Search |
When selecting companies to add to a folder, go to the Companies tab in the Portfolio page and use the available filters to search for a company.
Example: If your risk management program is monitoring both the transportation and finance industries, filter by industry and create separate folders, as needed.
Folder Management
Refer to the Manage Folders page [Portfolio ➔ Folders ➔ Manage Folders] for folder management tasks.
Creating Folders
- Select the Create a Folder button at the top-right.
- Assign a name for the folder.
- Select the
Confirm button.
You are the owner of this folder, which determines user permissions if a folder is shared.
Sharing Folders
To share a folder with other users or Access Control Groups:
- Go to the folder from the Manage Folders page.
- 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.
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.
Deleting Folders
To delete a folder, select Options ➔ Delete.