Questions? We have answers.

Industry tags: Overview

Article author
Jonathon Plowman-Samson
  • Updated

Summary

Learn about industry tags and how they are used in MindBridge.


Configuration details

You must have access as an App Admin to add industry tags to libraries.


Overview

As auditors create account groupings containing many different accounts, there may be instances of overlap, where only a portion or a subset of a full account mapping is needed.

Industry tags help narrow the focus from a master list of accounts, allowing you to create libraries that employ only a portion of an account grouping’s accounts based on industry.

In Admin > Libraries, select Create library to create a new library that leverages an existing account grouping. For example, if you select the “finance” and "manufacturing” industry tags, any accounts that use those tags will be included in the new library.


Anything else on your mind?

Head over to the community with your thoughts and inquiries! You can also chat with us, or, submit a request for further assistance.


Related articles

Share this:

Was this article helpful?

Comments

0 comments

Please sign in to leave a comment.