Fields: Edit Account

If you have the PRIV_ACCOUNT privilege, Edit Account lets you modify the information for other existing administrative accounts and for your own account. You can edit the display name, email address, and administrative role for other accounts. When you edit your own account (assuming you are logged in to your account), you can also change your password (for information, see Editing your own account). If your role includes the PRIV_ACCOUNT_SELF privilege, Edit Account lets you modify the information in your own account.

When you have finished entering data on the page, choose OK to save your changes, or choose Cancel to discard your changes and return to Manage Users.

Those fields marked with an asterisk ( * ) are required. If you do not enter information for a field that is required, the software prompts you that the information is missing.

Specifies the name (up to 80 characters) of the owner of the account. This may be the name of a person or department, or a description of how the account will be used. The display name that you enter displays as you entered it when the user logs in to the Admin console. The display name displays next to the Log Out link when the user logs in.

Specifies the password (up to 30 characters) the account owner uses to access the Admin Console.

Confirms that the account’s new password (up to 30 characters) was entered correctly.

Note: You must re-type the password; you cannot copy and paste the information into the field.

Note: If you enter a password in the Confirm Password field that is something other than what you entered in the Password field, the software displays an error indicating that the information in the fields must match.

Specifies the email address (up to 80 characters) to use to contact the account owner. When you reset the password for an account, Portfolio uses the email address to send a new password to the account owner.

Note: If the email address does not match the standard format for an email (user@hostname.domain), the software displays an error indicating that the email address is invalid.

Note: If you enter an email address in the Confirm Email field that is something other than what you entered in the Email field, the software displays an error indicating that the information in the fields must match.

Note: Your role must include the PRIV_ACCOUNT privilege in order for the Role drop-down list to appear.

Important: When you assign a role to a user that includes the PRIV_PROFILE privilege rather than the PRIV_PROFILE_ALL profile, a list of available profiles and a list for selected profiles opens for you to assign access for the user.

Displays a list of all the available profiles on the system. The software displays this list only when a role that includes the PRIV_PROFILE privilege is selected in the Role drop-down list.

You can select or multiselect one or more profiles and then click Select, or you can double-click individual profiles to move them to the Selected.

You can select or multiselect one or more profiles and then click Remove, or you can double-click individual profiles to move them to the Available list. Select a single profile and use the arrow buttons to move it to or from the Selected list.

To add or remove search targets in the list, choose the search target, and then use these buttons:

Option	Description
Select	Moves the selected profile from the Available list to the Selected list.
Remove	Removes the selected profile from the Selected list and returns it to the Available list.

Note: These buttons are context-sensitive based on which list a profile is selected in. For example, the Remove option is disabled when you select profiles in the Available list, but it is enabled when you select items in the selected list.

Configures the user’s credentials for a selected authentication server. Administrative authentication provides accountability for the user to manage items that have accountability security attached to them. Currently, the only authentication server that provides accountability management for Portfolio is SirsiDynix Symphony through its web services.

Because the accountability authentication account is managed separately from the Portfolio administration account, users need to be aware that any changes they make to their authentication account needs to be made to the External Account Settings configuration. If a user’s authentication settings are incorrect, they will be able to log in to Portfolio successfully; however, the user’s access to features and content that requires accountability will be inaccessible. In short, Portfolio treats the user as though the account has no accountability assigned to it.

User’s have access to modify the credentials for their External Account Settings on their own as long as they have the privileges to edit their own account settings (PRIV_ACCOUNT_SELF or PRIV_ACCOUNTS).

The user’s log in name for the selected authentication server. The maximum length of the username is regulated by the selected External Authentication Server.

The user’s password for the selected authentication server. The maximum length of the password is regulated by the selected External Authentication Server.

Specifies the authentication server that administers the accountability for the administrative user. You can add or remove authentication servers in the Authentication Servers page (for more information, see Managing patron authentication).

Important: Currently, the only authentication server supported for accountability is the SirsiDynix Symphony Web Services server. If you select a different server, Portfolio logs the user in to the Admin console without error, but no accountability is enabled.