Out-of-the-Box Administrative Folders

InterAction includes six administrative folder types. The types are used to organize the out-of-the-box administrative folders.

The following table lists the folder types for the administrative folders. This is followed by sections describing the folders within each type.

Administrative Folder Types

ID	Name	Create Permissions	Enterprise	Active
23	Archive There are no folders with this type out of the box.	Marketing	No	Yes
21	Data Management For the out-of-the-box folders with this type, see "Data Management Folders" on page 600.	Marketing	No	Yes
	Distribution lists There are no folders with this type out of the box.	Marketing	No	Yes
20	Information For the out-of-the-box folders with this type, see “Information Folders” on page 605.	Marketing	No	Yes
22	Other Administrative There are no folders with this type out of the box.	Marketing	No	Yes
3	Private There are no folders with this type out of the box.	System Administrator Only	No	No
1	Public For the out-of-the-box folders with this type, see “Public Folders” on page 608.	System Administrator Only	Yes	Yes

For more about administrative folders, see Overview of Administrative Folders.

Data Management Folders

The following sections list the detailed settings for the out-of-the-box data management folders.

Client Analysis Companies

This folder is used with the Client Analysis product.

Attribute	Setting
Name	Client Analysis Companies
Description	Client Analysis analyzes these companies.
Folder Type	Data Management
Security (Access Rights)	System Administrator User: Folder Administrator Data Administrators: Folder Administrator
Data Change Management	Not used
Additional Fields	None
New contacts created or linked into this folder can be	Company Contacts only
This folder normally contains a large number of contacts	Yes
This folder supports flagging	No
Contacts sourced in this folder are audited	Yes

Data Review Folder

Attribute	Setting
Name	Data Review
Description	Contacts can be linked into this folder when they are identified to have invalid, inaccurate or incomplete data. This folder is recommended to be used by data administrators for this purpose when they run suggested searches to identify such data.
Folder Type	Data Management
Security (Access Rights)	System Administrator User: Folder Administrator Data Administrators: Folder Administrator
Data Change Management	Not Used
Additional Fields	None
New contacts created or linked into this folder can be	Both Person and Company Contacts
This folder normally contains a large number of contacts	No
This folder supports flagging	Yes, also flag new contacts with the red flag.
Contacts sourced in this folder are audited	Yes

Duplicates Folder

The Duplicates folder is available to the InterAction administrator.

Attribute	Setting
Name	Duplicates
Description	Contacts that have been identified as duplicates of existing contacts.
Folder Type	Data Management
Security (Access Rights)	System Administrator User: Folder Administrator All Users: None
Data Change Management	Not used
Additional Fields	None
New contacts created or linked into this folder can be	Both Person and Company Contacts
This folder normally contains a large number of contacts	No
This folder supports flagging	No
Contacts sourced in this folder are audited	Yes

Most Valued Contacts Folder

Attribute	Setting
Name	Most Valued Contacts
Description	Contacts that are critical to the firm and require substantial manual data quality management or review as part of an external or internal data cleansing initiative will be tracked and linked in this folder.
Folder Type	Data Management
Security (Access Rights)	System Administrator User: Folder Administrator Data Administrators: Folder Administrator
Data Change Management	Not used
Additional Fields	None
New contacts created or linked into this folder can be	Both Person and Company contacts
This folder normally contains a large number of contacts	No
This folder supports flagging	Yes, also flag new contacts with the red flag
Contacts sourced in this folder are audited	Yes

New Contact Review - Companies Folder

Attribute	Setting
Name	New Contact Review - Companies
Description	New company contacts that are created by users or as part of an Import can be sourced or linked into this folder for data review and profiling prior to their release to the firm list.
Folder Type	Data Management
Security (Access Rights) Warning: Read access for all users is required for this folder.	System Administrator User: Folder Administrator Data Administrators: Folder Administrator All Users: Read Add Contacts Link Contacts Into Link Contacts From Contact Data Add Contact Data Edit Contact Data Delete
Data Change Management	Not used
Additional Fields	None
New contacts created or linked into this folder can be	Company Contacts Only
This folder normally contains a large number of contacts	No
This folder supports flagging	Yes, also flag new contacts with the red flag
Contacts sourced in this folder are audited	Yes

New Contact Review - People Folder

Attribute	Setting
Name	New Contact Review - People
Description	New people contacts that are created by users or as part of an Import can be sourced or linked into this folder for data review and profiling prior to their release to the firm list.
Folder Type	Data Management
Security (Access Rights)	System Administrator User: Folder Administrator Data Administrators: Folder Administrator All Users: Read Add Contacts Link Contacts Into Link Contacts From Contact Data Add Contact Data Edit Contact Data Delete
Data Change Management	Not used
Additional Fields	None
New contacts created or linked into this folder can be	Person Contacts Only
This folder normally contains a large number of contacts	No
This folder supports flagging	Yes, also flag new contacts with the red flag.
Contacts sourced in this folder are audited	Yes

Possible Duplicates Folder

Attribute	Setting
Name	Possible Duplicates
Description	Newly created contacts that are likely duplicates of existing contacts are included in this folder.
Folder Type	Data Management
Security (Access Rights)	System Administrator User: Folder Administrator Data Administrators: Folder Administrator All Users: Read Add Contacts Link Contacts From Contact Data Add Contact Data Edit Contact Data Delete
Data Change Management	Not used
Additional Fields	None
New contacts created or linked into this folder can be	Both Person and Company Contacts
This folder normally contains a large number of contacts	No
This folder supports flagging	No
Contacts sourced in this folder are audited	Yes

Information Folders

Information folders store information about the contacts that is typically used to build the profile pages and provide search criteria in the Web Client. Most of this information consists of folder-specific additional fields. These folders can also store more sensitive information and use access rights features to keep it secure.

Folder dependency rules are used to populate these folders automatically based on contact types.

For an overview of the information folders, see Information Folders.

The following sections list the detailed settings for the out-of-the-box information folders.

Client Financial Information Folder

The information in this folder is primarily used for displaying profiles of clients.

You should assign Read access rights to the professionals who should have access to see the information in this folder. For details, see Controlling Which Users Can See the Financial Data for a Client.

Attribute	Setting
Name	Client Financial Information
Description	Financial information for clients of the firm. Used for financial information that is more secure than the client information.
Folder Type	Information
Security (Access Rights)	System Administrator User: Folder Administrator Data Administrators: Folder Administrator Client Administrators: Folder Administrator All Users: No Access
Data Change Management	Not used
Additional Field	Yes. See Client Financial Information Additional Fields.
New contacts created or linked into this folder can be	Both Person and Company Contacts
This folder normally contains a large number of contacts	Yes
This folder supports flagging	No
Contacts sourced in this folder are audited	Yes

Client Information Folder

The information in this folder is primarily used for displaying profiles of clients.

Attribute	Setting
Name	Client Information
Description	Profile information on clients of the firm. Includes information on current and former clients.
Folder Type	Information
Security (Access Rights)	System Administrator User: Folder Administrator Data Administrators: Folder Administrator Client Administrators: Folder Administrator All Users: Read
Data Change Management	Not used
Additional Fields	Yes. See “Client Information Additional Fields” on page 644.
New contacts created or linked into this folder can be	Both Person and Company Contacts
This folder normally contains a large number of contacts	Yes
This folder supports flagging	No
Contacts sourced in this folder are audited	Yes

Company/Person Information Folder

The information in this folder is primarily used for displaying general profiles of companies.

Attribute	Setting
Name	Company/Person Information
Description	Companies\People with managed profile information. Used for additional fields that apply to companies or people regardless of their contact type.
Folder Type	Information
Security (Access Rights)	System Administrator User: Folder Administrator Data Administrators: Folder Administrator Client Administrators: Folder Administrator Marketing: Folder Administrator All Users: Read
Additional Fields	Yes. See Company/Person Information Additional Fields.
New contacts created or linked into this folder can be	Both Person and Company Contacts
This folder normally contains a large number of contacts	Yes
This folder supports flagging	No
Contacts sourced in this folder are audited	Yes

Personnel Information Folder

Attribute	Setting
Name	Personnel Information
Description	Profile information on partners and employees of the firm. Includes information on current and past firm personnel as well as consultants.
Folder Type	Information
Security (Access Rights)	System Administrator User: Folder Administrator Data Administrators: Folder Administrator Firm Personnel Administrators: Folder Administrator Marketing: Folder Administrator All Users: Read
Data Change Management	Not used
Additional Fields	Yes. See Personnel Information Additional Fields.
New contacts created or linked into this folder can be	Person Contacts Only
This folder normally contains a large number of contacts	No
This folder supports flagging	No
Contacts sourced in this folder are audited	Yes

Public Folders

Public folders are intended to store the source contacts for all firm contacts in the system. All users can normally add and edit contacts in these folders.

For an overview of the source folders, see Sourcing Firm Contacts.

The following sections list the detailed settings for the default public folders.

Firm Contacts - Companies

Attribute	Setting
Name	Firm Contacts - Companies
Description	Companies available for firm-wide use. Contacts in this folder can be the associated company for any person contact.
Folder Type	Public
Security (Access Rights)	System Administrator User: Folder Administrator Data Administrators: Folder Administrator All Users: Read Add Contacts Link Contacts FROM this Folder Add, Edit, Delete all contact data
Data Change Management	Not used
Additional Fields	No folder-specific additional fields
New contacts created or linked into this folder can be	Company Contacts Only
This folder normally contains a large number of contacts	Yes
This folder supports flagging	No
Contacts sourced in this folder are audited	Yes

Firm Contacts - People

Attribute	Setting
Name	Firm Contacts - People
Description	Person contacts available for firm-wide use.
Folder Type	Public
Security (Access Rights)	System Administrator User: Folder Administrator Data Administrators: Folder Administrator All Users: Read Add Contacts Link Contacts FROM this Folder Add, Edit, Delete all contact data
Data Change Management	Not used
Additional Fields	No folder-specific additional fields
New contacts created or linked into this folder can be	Person Contacts Only
This folder normally contains a large number of contacts	Yes
This folder supports flagging	No
Contacts sourced in this folder are audited	Yes