Catalog access

Catalog access

In order for a user to access assets in a catalog, they must have two things: a Portfolio account (either native or through a directory service), and an assigned role in the catalog.

The Portfolio Administrator manages Portfolio accounts and directory service access.

Assigning a role manually

To assign a user a role in a catalog:

  1. Click Catalogs and select a catalog.

  2. Click Users.

  3. In the user’s row, choose a role from the pop-up menu.

To remove a user from a catalog, choose None from the pop-up Role menu.

    • Related Articles

    • Manage Catalog Membership

      Objective: Let the right people see the right assets Your Portfolio Server Administrator will likely initially set up your user accounts and set up a catalog for you. As a Catalog Administrator, you can access some functions within the Portfolio ...
    • Converting a Watch Folder catalog to a Vault catalog

      Portfolio offers two types of catalogs: Watch Folder catalogs and Vault catalogs. Vault catalogs offers a number of advantages over Watch Folder catalogs, including the ability to check assets in and out, and maintaining versions of assets. While ...
    • Disk access in macOS Catalina and Big Sur

      Applies to: Portfolio Server v4.x running in macOS 10.15 and later Starting in macOS 10.15 (Catalina) and continuing in macOS 11.x (Big Sur), Apple has added security measures that require a user to grant permission to software that attempts to ...
    • Catalog fields

      The Catalog Administrator determines what metadata fields are available in a catalog. This allows you to tailor a catalog to include only relevant metadata, reducing the size of the database and making searching and other operations more efficient ...
    • Renaming a catalog

      If you decide you need to rename a catalog: Click Catalogs, then select a catalog. Type the new name for the catalog. Click Apply. Users that are connected using the Web or Desktop client may not see the change until they log out and reconnect.