Utilise Folders

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. In your Practice Protect User Portal, navigate to the right side, click the Add dropdown, and select Folder.
  2. A new pop-up window will show up. Enter a folder name as required and description as optional.
  3. Click Save. The newly created folder will appear under the appropriate category and section.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
  3. A green notification should appear at the bottom center of the screen confirming that the application was successfully added to the folder.
  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 your Folder. (ex. My Folder).
  2. To remove an app from a folder, hover over the app you want to remove, click the three vertical dots, and select Remove from Folder
  3. 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, hover your mouse on the folder you want to delete and click the three dots menu.
  2. Click Delete.
    A warning message will appear.
  3. Click Delete again to remove the Folder.
  4. 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, hover your mouse on the folder you want to delete and click the three dots menu
  2. Click on Share.
    A new window will open up
  3. Click +Add users, groups, and roles. Search by name or email or users, group or roles existing in the Platform.
  4. Search for the user or group, check the box next to their name, and click Add.
  5. Go back to Step 3 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. Locate the policy assigned to the user group you want to disable the folder for, or use the default policy if no specific one is assigned.
  4. Go to Workforce Password Management and click on User Settings
  5. Set Disable Folders to Yes to hide the Secured Items section entirely.
  6. (OPTIONAL) If you only want to prevent users from adding their own folders  while still allowing access to shared folders, set Disable Folders to ‘- -‘ and Allow Users to Add folders to No
  7. Hit Save.
  8. Folders section should now be gone in the User Portal Page.

 

Updated on August 19, 2025

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