Folder Feature

Purpose

The Folders feature enables users to efficiently organize Applications and Secured Items. Users can also share folders that contain personal applications or Secured Items.

Instructions

Create a Folder

  1. On your Practice Protect User Portal, go on the right pane and click on Folders. Then, click Create New.
  2. A new pop-up window will show up. Enter a folder name as required and description as optional.
  3. Hit Save. Newly created folder should be added on the list of Folders.

    Note: You can create up to 100 folders.

Add Items to Folder

After creating the Folder, Adding an application or secured item will be as follow:

  1.  Hover your mouse on the application you wish to add to the Folder from your User Portal Application list
  2. Left click and hold on the app you selected. Then, drag and drop it on the Folder you created through the Folder pane.
  3. There should be a green notification below that Application is successfully added.
  4. Repeat drag and drop step for each application. This can also be done with Secured Items.Note: You can add up to 100 Secured Items and applications to one folder.

Delete an Item/s from a folder

  1. In the User Portal, go to the Folders Pane on the right side.
  2. Select and click the Folder that includes the item you want to remove. (e.g. Test Folder)
  3. In the selected Folder, hover your mouse on the item and click the three-dots menu.
  4. Click Remove.
  5. The Item is now removed on that folder. The actual app won’t be deleted in your Portal.

Delete a Folder

  1. In the User Portal, go to the Folders Pane on the right side.
  2. Hover your mouse on the folder you want to delete and click the three dots menu
  3. Click Delete.
    A warning message will appear.
  4. Click Delete again to remove the Folder.
  5. Folder should now be deleted. Repeat the steps to delete another folder.

Share Folder(s)

Folder sharing allows you to share a folder that contains applications or secured items with other users.

Important!

  • Applications or Secured Items that were shared with you cannot be re-shared
  • Folders are not available in the CyberArk Identity mobile app. When a folder is shared, the recipient can see the shared applications and Secured Items in the mobile app but cannot see the shared folder.
  • Applications in the Folder can only be shared if they were added by the user via Land and Catch. Applications added from the admin portal, cannot be shared directly.
  1. In the User Portal, go to the Folders Pane on the right side and choose the folder you want to share.
  2. Hover your mouse on the folder you want to delete and click the three dots menu
  3. Click on Share.
    A new window will open up
  4. Click +Add users, groups, and roles. Search by name or email or users, group or roles existing in the Platform.
  5. Tick the box beside the user/role/group and hit Add.
  6. Go back to Step 4 to repeat and add another.

Disable Folders
To hide the Folders pane in the User Portal:
  1. Login to Practice Protect and switch to the Admin Portal
  2. In the Identity Administration portal, go to Policies and select a policy. (ex. Default Policy). Note: Selecting Default Policy applies the configuration to Everyone.
  3. Go to User Security Policies > User Account SettingsUser Portal Customization.
  4. In the Hide Folders Pane field, select Yes, then click Save.
  5. Folders Pane should now be gone in the User Portal Page.

 

Updated on January 22, 2024

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