Enabling Personal Folders

The following cannot be edited on personal folders:
  • Secret policy assignment
  • Secret template restrictions
  • Folder permissions
You can, however, edit some of them in the secrets themselves or on subfolders.

To use personal folders, you must first enable them:

  1. Go to Admin > Configuration > Folders Configuration > General Folder Settings.

  2. Click the Edit button in the Folders Configuration section. The entire section becomes editable.

  3. Click to select the Enable Personal Folders check box.

  4. (Optional) Type a new folder name in the Personal Folder name text box to customize the root-level folder that contains all personal folders.

  5. (Optional) If you want to display a warning message to users when placing secrets in their personal folders:

    1. Click to select the Should the warning message be displayed to the user when creating Secrets? check box.
    2. (Optional) Edit the Warning message text box.

  6. (Optional) Click the Personal Folder Display Name dropdown list to choose whether to display the personal folder display name or the username and domain.

  7. Click the Save button. A personal folder for each user is now created in a root-level folder with the personal folder name specified.

When personal folders are enabled, a user requires the Personal Folders role permission in their role to be able to view and use their own personal folder.