Managing Portfolio Users

Each Portfolio can have its own Permissions set, there are 4 Roles:

  • Administrator - This is not explicitly an Enterprise Modelling Role, more so a Database Administrator that you help manage the databases. If you are utilising a Local Data Store - you are, by default an Administrator.
  • Can Manage Users - These users can manage users in the given Portfolio.
  • Can Manage Portfolios - These users can create new and Clone Portfolios.
  • Is Read-only User - These users can only view content and not make any changes (these users cannot be either of the other 2 Enterprise Modelling users).

#PortfolioIT

To manage users you must have the correct Enterprise Modelling role set.

Ensure your credentials are set and you are targeting the expected Portfolio.

  • Provide a Username in the New User section.
  • Provide either a password or indicate Windows Authentication.
  • Click 'Grant' to create new User.
  • Click 'Reset User' to provision the User and reset any changes to Roles.

Note: Windows Auth selected users must be valid Windows users. Ensure a suitable password is provided and supply these to your new user. New Users follow this link to gain access.

An IT Catalogue serves as a central point of reference to detail specific information on an available service.