Personal/public folder

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 secrets in it:

The Personal Folder/Public Folder tab in Secrets contains the following options:

Go back up one level in the tree	Click to go back up a level in the tree.
Edit Current Folder	Edit the current folder.
Create	From the dropdown, create a secret or a folder. See Creating a secret and Creating a folder.
Delete	Delete selected subfolders or secrets. See Delete a subfolder or a secret.
Open Tree	Select to open the folder tree. You can use this option to go to a folder. See Opening a folder.
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.

Launch Secret, Make Request, Edit (edit selected folder or secret), Move, Clone (make a copy of the selected secret), and Add Favorite (add secret to the favorite list) options can be found when you right-click a secret or a folder.

Opening a folder

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

To open a folder:

Go to Secrets > Personal Folder/Public Folder, and select Open Tree.
Alternatively, in the folder list, double-click a folder to open.
In the Open window, locate the folder you intend to open from the tree.
Click Open Folder.

Moving a subfolder

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

To move a subfolder:

Go to Secrets > Personal Folder/Public Folder, and select Open Tree.
In the Open window, from the tree, locate the parent folder for the subfolder you intend to move and click Open Folder.
Right-click the subfolder and select Move.
The Move to window opens.
Select the destination folder from the tree 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:

Go to Secrets > Personal Folder/Public Folder, and select Open Tree.
In the Open window, from the tree, locate the folder where the secret resides and click Open Folder.
Right-click the secret and select Move.
The Move to window opens.
Select the destination folder from the tree and then select Move Secret.

Moving multiple secrets to a different folder

To move multiple secrets to a different folder:

Go to Secrets > Personal Folder/ Public Folder, and select Open Tree.
In the Open dialog, from the tree, locate the folder where the secrets reside and click Open Folder.
Hold the ctrl key as you select the secrets from the folder.
Right-click and then select Move.
In the dialog that appears, locate the target folder where the selected secrets will be moved to, and click Move Secret.
If you do not have Write permission for the first secret you selected, the Move option is disabled.
If some secrets fail to move due to insufficient permissions, select Click here for more details to view the list of secrets that failed to move.

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:

Go to Secrets > Personal Folder/Public Folder, and select Open Tree.
In the Open window, from the tree, locate the parent folder where the subfolder or the secret resides and click Open Folder.
To edit the current folder you are in, select Edit Current Folder.
Right-click a subfolder or secret and then select Edit.

The Edit Secret Folder or Secret Details window opens.
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:

Go to Secrets > Personal Folder/Public Folder, and select Open Tree.
In the Open window, from the tree, locate the parent folder where the subfolder or the secret resides and click Open Folder.
Right-click a subfolder or secret and then select Delete.
The Confirm dialog appears.
Select OK to delete the selected folder or secret.
You can only delete an empty folder.

Adding a favorite:

To add a favorite:

Go to Secrets > Personal Folder/Public Folder, and select Open Tree.
In the Open window, from the tree, locate the parent folder where the secret resides and click Open Folder.
Right-click a secret and then select Add Favorite.

Removing a secret from favorite

To remove a secret from favorite:

From Favorite Secrets in the tree menu, select Actions next to the secret you intend to remove from favorites and then select Remove Favorite to remove the secret from Favorite Secrets.