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.
Learn what to expect when you make changes** to a library so you can customize the MindBridge platform to align with your firm's methodologies.
Go to the Library details
- Select Admin (
) near the bottom of the MindBridge sidebar on the left side of the screen. You will go to the User Management tab in the Admin settings.
- Go to the Libraries tab. You will see a list of libraries available in your tenant.
- Open the Actions menu to the right of the library you want to see.
- Select View library. You will go to the Library details tab on the Libraries page.
What to expect when updating library settings
The Library details tab displays important information about the given library.
While some fields in the Library details tab are read-only and cannot be updated, others can be changed even after the library has been applied to an engagement.
If you make changes, be sure to Save your work. Your changes will be reflected in related engagements immediately.
| Setting | Description | When updating a library that is not in use... | When updating a library that is 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 are available within engagements using this library. |
When you add an analysis type, a new tab with customizable settings will appear, enabling new engagements using the library to create that type of analysis. For example, adding the Accounts Payable analysis type allows for the creation of AP analyses. When you remove an analysis type, its corresponding settings disappear. Existing engagements will not be affected, but new engagements using the library cannot create that type of analysis.
Note: TRA analyses do not have associated tabs because their settings are imported via configuration file.
|
Once the library has been applied to an engagement, you cannot add or 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 will reference. 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 and apply the updated account grouping. |
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 and apply the terms you want to use. |
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 labeling system should be used for risk scoring in engagements using the library. | 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 whether your team can add and remove control points within a risk score, and adjust their weightings and other settings. Also controls the ability to configure risk scores and then them on and off. | You can update the risk scoring permissions any time. | You can update the risk scoring permissions any time. Linked engagements will be updated dynamically. |
| Historical data window | Specifies the timeframe a periodic analysis uses to reference past data, starting from the end of your current dataset and extending into prior periods as needed. | You can update the historical data window any time. Linked engagements will be updated dynamically. |
You can update the historical data window any time. Linked engagements will be updated dynamically. |
Library usage
This section displays a list of organizations and engagements currently using the given library. It also lets you see who created the engagement and when it was last updated.
Select the drill-down icon ( ) in line with the engagement you want to go to.
Anything else on your mind? Chat with us or submit a request for further assistance.