Manage Catalog Membership

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 Server Administration interface, with setting up your Catalog as the most significant responsibility. 

In the Portfolio Server Admin interface you can create multiple Catalogs. A Portfolio User can have different levels of access with different permissions on a per-catalog basis. By definition, your Portfolio Users have different configurable levels of Read/Write access. Portfolio 'Users' in this respect have the ability to add or edit existing metadata whereas, Portfolio NetPublish users only have 'Reader' level access.

Within the Catalogs tab, you can assign users to the Catalog, control metadata fields you want to be exposed in the Portfolio Client, upload a master keyword list, create a taxonomy, manage asset ingest settings (including setting up 'required' metadata field on ingest, and much more. 

Let's start with granting membership to your Catalogs, via the Portfolio Server Administration web interface. 

 

Grant Access to Catalogs

  1. Select the Catalogs tab
  2. Choose the name of the Catalog you want to grant/adjust user membership to
  3. Click on the Users column
  4. Go to the individual account, select the drop-down menu to assign their role

 


    • Related Articles

    • 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 ...

    • Custom catalog templates

      If you expect to create multiple catalogs using the same custom settings, you can create a template to use as the basis for new catalogs. You can use an existing catalog as a template, or create a new catalog specifically for the purpose. A saved ...

    • 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.

    • Exporting a Vault catalog

      Before you delete a Vault catalog, you may wish to export the assets and optionally their metadata. These instructions assume you wish to export all assets; if not, you can create a gallery with the assets you want to export (or even just flag the ...