Portfolio Administration

You’re viewing documentation for Portfolio Administration 3.6.3. See this page for the current version

Adding user accounts

To add a user account:

  1. Click Users.

  2. Click Add above the list of users.

  3. In the Create User dialog, enter an Account Name.

  4. Enter a password.

  5. Enter additional user details.

    You should assign a valid email address to each user. Users can request email notification when certain galleries have been modified but need to have an email address associated with their account.

  6. You can choose to assign the new user a role in all current and future catalogs automatically; select Add user to all catalogs as and specify the Role from the pop-up menu. (A Catalog Administrator can change a user’s role in a catalog from the Catalogs panel.)

  7. Click Create.

To edit information for an existing user, see Editing users.

Note: You can also map users and groups from a directory service to Portfolio catalogs. See Mapping users from Active Directory.