Summary

Learn how to use library details to further configure MindBridge to create a user experience tailored to your firm's methodology.

Configuration details

You must be an App Admin to view and manage library details.

Go to the Library details

1. Open the MindBridge sidebar (  ).
2. Select Admin (  ).
3. Go to the Libraries tab.
4. Open the Actions menu in line with the library you want to view.
5. 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. If you make changes, Save your work.

• 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.
• 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.

Select the drill-down icon ( ) in line with the engagement you want to go to.

Archive a library

Archiving a library will have no impact on existing engagements using the library, but archived libraries will no longer appear as a selectable option when creating a new engagement. 

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.

Alternatively, on the Library details tab, you can select Archive in the top right of the dashboard. 

Unarchive a library

Unarchiving a library restores it to an active state, and allows it to be selected when creating a new engagement.

1. From the Admin page ( ), go to the Libraries tab.
2. Open the Actions menu in line with the library you want to restore.
3. Select Unarchive Library.

Alternatively, on the Library details tab, you can select Unarchive in the top right of the dashboard.

Anything else on your mind? Chat with us or submit a request for further assistance.

Related article

• Library management: Overview