Fields: 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.

Security > Accounts

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.
User Security Policy Displays the user security policy associated with the account. This may be inherited from the assigned role, or assigned independently to the account.

Email

Displays the email address of the administrative user (up to 255 characters), and also indicates whether or not the email address has been verified.

Multifactor Authentication Status

Displays one of the following statuses:

  • Disabled—multifactor authentication is currently disabled for this account.

  • Pending—multifactor authentication is enabled for this account, but is not set up.

  • Configured—multifactor authentication is enabled for this account, and is set up.

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.

Bulk Security Updates

Lets you apply security setting changes to multiple accounts at once. For more information, see Creating a new administrative account.

Edit

Lets you edit the information for an account. For more information, see Editing an administrative account.

Lock Account

Lets you lock an unlocked account. For more information, see Resetting the password for an administrative account.

Unlock Account

Lets you unlock a locked account. For more information, see Resetting the password for an administrative account.

Reset Password

Flags the account so that the user is prompted to reset their password the next time they log in. For more information, see Resetting the password for an administrative account.

Reset Multifactor Authentication

Flags the account so that users are prompted to set up multifactor authentication again. For more information, see Resetting multifactor authentication for an administrative account.

Delete

Lets you delete an administrative account. For more information, see Deleting an account.

Note: You cannot delete the account you are logged in to.

Related topics 

Managing administrative accounts