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Library settings: Library details

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Summary

Your library contains a unique configuration of permissions and settings. When you create an engagement, MindBridge applies the library configuration as it exists at that point in time* to the new engagement. While only one library can be applied to an engagement, a library can be applied to any number of engagements.

While some fields in the Library details tab are read-only and cannot be updated, there are settings that can be changed even after the library has been applied to an engagement.

Learn what to expect when you make changes to your library so you can create a user experience tailored to your firm's methodology.

*Note: Changes made to the library after the engagement has been created will not be reflected within the engagement — a new engagement must be created to capture the updated configuration.

Configuration details

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


Go to the Library details

  1. Open the MindBridge sidebar ( Sidebar icon ).
  2. Select Admin ( Admin icon ) near the bottom of the sidebar.
  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.


What to expect when updating library settings

This tab displays important information about the given library. If you make changes, be sure to Save your work.

Library details overview

Setting Description When updating a new library... When updating a library currently in use...
Library name

The unique name used to identify the given library.

You can update the name of the library any time.

When you update the name of the library, the change will be reflected in the engagement settings of any engagement using the library, beneath the general settings tab.
Analysis types Specifies which analysis types will be available to engagements that use this library.

When you add an analysis type, a new tab appears that contains the settings for that analysis type, and new engagements that use the library will be able to create that type of analysis. For example, adding the Accounts Payable analysis type will allow you to create AP analyses.

When you remove an analysis type, the tab that contains the settings for that analysis type will disappear and new engagements that use the library will not be able to create that type of analysis.

Note: TRA analyses do not have associated tabs because their settings are imported via configuration file.

When you add an analysis type, a new tab appears that contains the settings for that analysis type, and new engagements that use the library will be able to create that type of analysis.

Once the library has been applied to an engagement, you cannot remove analysis types.

Note: TRA analyses do not have associated tabs because their settings are imported via configuration file.

Account grouping Specifies which master list of accounts the library is based on. General ledger analyses will use this grouping for account mapping purposes, ratios, and control points.

Once the library has been created, this setting cannot be updated.

If you want to update the account grouping, you must create a new library.

Once the library has been created, this setting cannot be updated.

If you want to update the account grouping, you must create a new library.

Industry tags Narrow the focus of a master list of accounts so you can use an industry-specific subsection of an account grouping.

Once the library has been created, this setting cannot be updated.

If you want to update the industry tags, you must create a new library.

Once the library has been created, this setting cannot be updated.

If you want to update the industry tags, you must create a new library.

Default delimiter

The delimiter to be used in place of any delimiter detected by MindBridge.

This setting can be overridden during the file import process.

You can update the default delimiter any time. You can update the default delimiter any time. Linked engagements will be updated dynamically.
Risk score display Specifies which labelling system engagements using the library should use for risk scoring. You can update the risk score display any time. You can update the risk score display any time. Linked engagements will be updated dynamically.
Risk scoring permissions Specifies which You can update the risk scoring permissions any time. You can update the risk scoring permissions any time. Linked engagements will be updated dynamically.

Library usage


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 ( Admin_icon.svg ), 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.


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