Summary
Learn how to use library details to further configure MindBridge to create a user experience tailored to your firm's methodologies.
Configuration details
You must be an App Admin to view and manage library details.
Go to the Library details
- From the Admin page, go to the Libraries tab.
- Open the Actions menu in line with the library you want to view.
- Select View Library.
You will go to the Library details tab on the Libraries page.
Library details
General settings
This section displays top-level library information.
- Library name: The unique name used to identify the library.
- This can be updated at any time.
- Analysis types: The types of analyses to which this library can be applied.
- This can be updated at any time.
- Account grouping: Indicates the hierarchical structure used in account classification. Select the drill-down icon (
) to see the account grouping breakdown.
- Industry tags: Indicates the industry within which the organization under analysis operates.
- Risk score display: Indicates whether risk scores will be displayed as percentages (default option) or with high, medium, and low risk labels.
- This can be updated at any time.
Note: If you want to use labels, graphs that use percentage-based scores will have alternate displays. If you want to use percentages, some graphs will continue to display labels.
- This can be updated at any time.
- Risk scoring permissions: Lets you specify how much control users should have over the control points within each risk score.
- This can be updated at any time.
- Default delimiter: Indicates the specific delimiter that MindBridge will detect in imported datasets.
Library usage
This section displays a list of organizations and engagements currently using the selected library.
To view an analysis, select the drill-down icon ( ) in line with the analysis you want to go to.
Anything else on your mind? Chat with us or submit a request for further assistance.