Users

Any person that needs to access Portfolio through a client application needs to have a Portfolio user account.

You assign each user a role in a catalog in order to allow them to access assets in that catalog. What a user can do with assets from a catalog is determined by their role within that catalog.

Types of accounts#

There are two types of user account: Native and Directory Service.

Native Portfolio accounts are created within and maintained by Portfolio. Users must log in manually and accounts cannot be assigned a role as part of a group.

Directory Service accounts are provided by an Active Directory (AD) or Open Directory (OD) service on your network.

A catalog can accommodate both native and Directory Service accounts.

Catalog roles#

An individual user may need to perform different tasks with assets in different catalogs.

You give a user access to a catalog by assigning them a role in that catalog.

There are four roles, with increasing capabilities: Reader, Editor, Publisher, and Catalog Administrator.

In general, the Reader role is for users who primarily need to find assets; Editor is for users who need to enter data about existing assets; Publisher is for users who need to add assets to or remove assets from a catalog; and Catalog Administrator can perform any action on assets within the catalog, and modify some aspects of the catalog itself (in Portfolio Administration).

For details, see Roles.

Default role#

The Portfolio Administrator can set the default role for users. When adding a new user, this is the role that is selected in the pop-up for the option Add user to all catalogs as: (role).

To change the default role, click Catalogs, select any catalog, then choose the new default role from the pop-up menu in the Catalog Defaults panel.