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.
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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. |
Accounts > Edit
Display Name
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 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.
Confirm Email
Confirms that the email address (up to 80 characters) is entered correctly.
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.
Role
Specifies the type, and therefore the access rights, of the account.
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.
User Security Policy
Specifies the security policies such as password requirements and login rules for the account. Select an option from the drop-down list. For more information on user security policies, see Managing user security policies.
Note: If you select Inherit from Role, the user security policy assigned to the role will also be assigned to the account. To see which user security policy is assigned to a role, go to Security and select Roles.
Force password reset
Indicates if the user will be required to reset their password the next time they log in to their account.
Force multifactor authentication reset
Indicates if the user will be required to set up multifactor authentication the next time they log in to their account.
Important: This option only displays if the User Security Policy has multifactor authentication enabled.
External Account Settings
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.
Users 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).
External Username
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.
Password
The user’s password for the selected authentication server. The maximum length of the password is regulated by the selected External Authentication Server.
Confirm Password
Verifies that the password entered correctly.
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.