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Library management: Overview

Article author
Jonathon Plowman-Samson
  • Updated

Summary

MindBridge's libraries contain sets of analyses and their respective settings to allow for standardization across your engagements.

As an Admin, learn how to view, edit, archive, and delete libraries from your MindBridge tenant.

Admins can also configure the Analysis profile, Filters, Ratios, and Risk Scores.


Configuration details

You must have access to MindBridge as an Admin to manage a library.


View a library

  1. From the Admin page, go to the Libraries tab.
  2. Open the Actions menu in line with the library you wish to view.
  3. Select View Library.
    You will go to the Library details tab on the Libraries page.


Edit a library

Once you have selected a library to view, go to the Library details tab. Here you are able to change the library name, add or remove industry tags, and add analysis types.

Note: You cannot remove an analysis type once it has been applied to a library.

Library usage


Archive a library

  1. From the Admin page, go to the Libraries tab.
  2. Open the Actions menu in line with the library you wish to archive.
  3. Select Archive Library.

Archiving a library that is out of date or no longer needed prevents future engagements from using that library, but does not affect engagements with it in use.

Note: MindBridge's default libraries cannot be archived.

Delete a library

  1. From the Admin page, go to the Libraries tab.
  2. Open the Actions menu in line with the library you wish to delete.
  3. Select View Library.
    You will go to the Library details tab on the Libraries page.
  4. Select Delete.
  5. Select the checkboxes to acknowledge the warnings, then Delete library.
Note: MindBridge's default libraries cannot be deleted. Deleting a library cannot be undone.

Anything else on your mind?
Log in to MindBridge to chat with us, submit a request, or reach out to your assigned Customer Success Manager.


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