Folders

Folders are the containers of secrets. Folders help you organize customers, computers, regions, and branch offices, etc.

Before you create any secret, you should choose a folder where the secret is added.

You can organize your folders as trees. With folders, granting permissions is simplified as all the secrets in a folder share permissions.

Each folder has different permission to different user or user group. A folder may be set to have one of the following permission:

• View: Ability to view secrets and subfolders in a folder.

• Add: Ability to create new secrets and subfolders.

• Edit: Ability to create/edit secrets, subfolders, and the folder itself.

• Owner: The highest possible permission level with the ability to create, edit, delete, and move secrets, subfolders, and the folder itself.

The following shows a folder with the list of available secrets:

The Folders tab contains the following options:

Current Folder	Edit the current folder.
Back up	Return to the parent folder.
Create	From the dropdown, create a secret or a folder. See Creating a secret and Creating a folder.
Open	Open a folder. See Opening a folder.
Move	Move a subfolder or a secret to a different folder. See Moving a subfolder and Moving a secret to a different folder.
Delete	Delete selected subfolders or secrets. See Delete a subfolder or a secret.
Launch Secret	Launch the selected secret. See Launching a secret.
Make Request	Make a request to launch the selected secret. See Make a request.
Search	Enter a search term in the search field, then hit Enter to search the folders list. To narrow down your search, see Column filter.
Actions	Select from the following options: Edit Folder Remove Folder Add Favorite Remove Favorite

Opening a folder

Before opening a folder, ensure that your account has sufficient permission to view folders.

To open a folder:

1. Go to Folders, and from the tree menu select a folder to open.

   Alternatively, in a folder window, select Open, and then select the destination folder.

   Click Open Folder.

Moving a subfolder

Before moving a subfolder, ensure that your account has sufficient permission to move subfolders.

To move a subfolder:

1. Go to Folders, and from the tree menu select a folder to open.
2. Select the subfolder, and select Move.

   The Move to dialog opens.

3. Select the destination folder from the list and then select Move Folder.

Moving a secret to a different folder

Before moving a secret, ensure that your account has sufficient permission to move secrets.

To move a secret:

1. Go to Folders, and from the tree menu select a folder to open.
2. From the secret list, select a secret, and then select Move.

   The Move to dialog opens.

3. Select the destination folder from the list and then select Move Secret.

Editing a subfolder or a secret:

Before editing a folder or a secret, ensure that your account has sufficient permission to edit folders and secrets.

To edit a subfolder or a secret:

1. Go to Folders, and select a folder from the tree menu.

   To edit the folder: Select the folder from the tree menu. Select Actions. Select Edit Folder. The Edit Secret Folder window opens. Update the options as needed.

2. Select a subfolder or a secret, right-click and then select Edit.

   The Edit Secret Folder or Edit Secret window opens.

3. Update the options as needed.

   The options when editing the folder or a secret are same as when creating a folder or a secret.

   See Creating a folder and Creating a secret.

Deleting a subfolder or a secret:

Before deleting a folder or a secret, ensure that your account has sufficient permission to delete folders or secrets.

To delete a subfolder or a secret:

1. Go Folders, and select a folder from the tree menu.

   To delete the folder: Select the folder from the tree menu. Select Actions. Select Remove Folder. In the Confirm dialog, click OK to delete the folder.

2. Select a subfolder or a secret, right-click and then select Delete.

   The Confirm dialog appears.

3. Select OK to delete the selected folder.

Adding a favorite:

To add a favorite:

1. Go to Folders, select a folder, and then select the Actions icon.
2. In Actions, select Add Favorite to add the folder to the Menu Shortcuts on top of the tree menu.

Removing a folder from favorite

To remove a folder from favorite:

1. From Menu Shortcuts, select a folder. Alternatively, select a folder in Folders.
2. Select Actions, select Remove Favorite to remove the folder from Menu Shortcuts on top of the tree menu.