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Portfolio Help Pages: Basics
 
 
What is Portfolio? Categories and how to use them  
Access levels Galleries and how to use them  
How to access a catalog Viewing and using "metadata"  
What you'll see: the Portfolio interface Emailing items  
Working with "views" Creating and using slideshows  
Searching for items Reporting bugs & problems  
 
 

 

Access levels

Portfolio keeps the information in the database secure by providing varying access levels. There are four levels: Reader, Editor, Publisher, and Administrator. With each access level, a user gains abilities to make changes to a database. In general, if you see a menu command or other element which is "greyed-out" and doesn't work when you click or select it, then you probably do not currently have access to the feature. To change your access level, go to the Catalog menu and choose Access. Chances are you will need a password to access a level higher than "reader". For passwords please call or email Fred Lifton (x7297).

You can also set up a catalog to have User based access. In this scenario, different users have their own passwords and are granted a certain level of access.

Here are the differences between the levels:

Reader: At Reader level, you can view, search, preview and copy items, but you can't make any changes to a catalog.

Editor: At this level you can do everything Readers can plus you can edit the data in fields. However, you can't add or delete items, re-name files or do exports to Quicktime or web pages.

Publisher: Can do everything Editors can, plus they can add, delete, and export items from a collection.

Administrator: At this level you have full control over the database. You can add new custom fields, add master keywords, set-up passwords and access levels, and control start-up options.

Important: When you access a catalog as an administrator, no one else can connect to it (including the webserver) and currently connected users will be kicked off.

 

 
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