Fields: Accounts

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Fields: Accounts

Path: Security > Accounts

Accounts lets you manage the administrative accounts on your system. You can assign different roles to a user depending on what their job function will be in Portfolio (for more information, see Managing Roles.)

If you have the PRIV_ACCOUNT privilege in your role, Accounts displays a list of all the accounts that currently exist on the system. It also provides options for adding new accounts and editing, and deleting existing accounts. (For more information, see Creating a new administrative account, Editing an administrative account, or Deleting an account.).

You can sort the Account List by clicking the column heading of the information by which you want to sort. (For example, click the “Account Name” column to sort the Account List by account names.) When you click the column heading the first time, the software sorts the information in the Account List in ascending order by the column heading. If you click the column heading a second time, the software sorts information in the User List in descending order by the column heading. When you click a column heading, the software displays a sort arrow to the right of the column name that indicates whether the data is being sorted in ascending ( ) or descending ( ) order.

Account List

Displays a list of the existing administrative accounts on the system.

The list displays this information:

Option	Description
Account Name	Displays the name of the account (up to 80 characters).
Display Name	Displays a more descriptive name for the account. This may be a person’s name, a department’s name, or a description of how the account will be used. (up to 255 characters).
Role	Displays the administrative type for the account.
Email	Displays the email address of the administrative user (up to 255 characters).

Management options

Let you manage administrative accounts by adding, editing, or deleting accounts.

You can choose these options:

Option	Description
Add Account	Lets you add a new administrative account to the system. (For more information, see Creating a new administrative account.)
Edit	Lets you edit the information for an account. (For details, see Editing an administrative account.)
Reset Password	Lets you change the password for an administrative account to a random string. Portfolio sends the new password to the email address listed in the account information. (For details, see Resetting the password for an administrative account.)
Delete	Lets you delete an administrative account. (For details, see Deleting an account Note: You cannot delete the account you are logged in to.