Portfolio Client User Interface Overview
Objective: Become familiar with the Portfolio Web Client
Welcome to Portfolio®!
Since you'll be using Portfolio and collaborating with your team members, get a jump start by becoming familiar with the interface and terminology.
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The Portfolio client interface
A: Main toolbar; B: View options; C: Search tools; D: Field tools; E: Organizers panel; F: Main window; G: Fields panel; H: Status bar A. Main toolbar The main toolbar is displayed across the top of the client screen. This toolbar gives you access to ...Log Into the Portfolio Client
Objective: Log in to the Portfolio Web Client 1: In the address bar of your browser, enter: http://yourportfolioserver:8090 or https://yourportfolioserver:9443 “yourportfolioserver” is the hostname or IP address matching your Portfolio instance ...Adding user accounts
To add a user account: Click Users. Click Add above the list of users. In the Create User dialog, enter an Account Name. Enter a password. Enter user details. You should assign a valid email address to each user. Users need an email address to ...Portfolio Glossary
Following are some terms used throughout Portfolio and its documentation. Some are technical (“computer”) terms that relate to Portfolio features and services, some are fundamental concepts within Portfolio, and some are terms that relate to Digital ...Field Panel Overview
Objective: Learn the metadata Field Panel You’ll probably be adding keywords and custom metadata to assets. The Portfolio Fields Panel allows you to visualize your metadata and tags. Get familiar with understanding the panel interface and ...