DocumentationDynamic Media Classic Guide

Add and manage Media Portal users adding-and-managing-media-portal-users

Last update: Fri May 17 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • Intermediate
  • Admin
  • User

As an administrator, you can add and manage users, decide whether they can change passwords, edit user information, and upload user lists. These tasks are accomplished on the User Administration screen. To access this screen, navigate to Setup > Application Setup > Administration Setup > User Administration.

NOTE
Before you add users, set up groups for administering them. Media Portal lets you add a user by assigning the user to one or more groups. For more information, see Create and manage Media Portal groups.

Administration of Media Portal passwords handling-media-portal-passwords

Media Portal users, contributors, and contributor-users are sent a Welcome e-mail message with a password when you sign them up. Administrators can decide whether Media Portal users can change this password.

  1. Navigate to Setup > Media Portal Setup > General Settings.
  2. On the General Settings page, select or deselect Allow Media Portal user to change Password.
  3. Select Save.
NOTE
Media Portal users who are allowed to change passwords can do so by selecting Setup > Personal Setup and changing passwords on the Personal Setup screen.

Add a Media Portal user adding-a-media-portal-user

  1. Navigate to Setup > Application Setup > Administration Setup > User Administration.

  2. On the User Administration page, select Add.

  3. In the Add User dialog box, in the User Info panel, enter the first name, last name, and email address of the user, and then select Next.

  4. In the Company/Role panel, in the Companies drop-down list, select a company or companies for the user.

  5. In the Role list, select a Media Portal role, and then select Next.

    See Media Portal user roles.

  6. In the Access Groups panel, select one or more groups.

    See Create and manage Media Portal groups.

  7. (Optional) Select Email Settings to choose e-mail settings different from the default settings.

    See Set up the Welcome e-mail message for Media Portal users.

  8. Select Add User.

After you add a user, Media Portal sends the user a Welcome e-mail message. The message includes a temporary password and the Media Portal URL.

Upload a Media Portal user list uploading-a-media-portal-user-list

If you have numerous users to add, you can upload a user list. The users are added automatically to the currently selected account.

Create the user list as a CSV (comma-separated values) file containing the user information. After the list is uploaded, the users in the list are automatically added to the account with their specified group assignments. A Welcome e-mail is sent to each new user, including a link to Media Portal and a temporary password.

Create the CSV file create-the-csv-file

Create a CSV file (filename.csv) that conforms to the following format and fields. The first row of the file must contain the column headings listed in this table; you can order these columns as desired. All columns are required.

Column name
Description
First Name
The first name.
Last Name
The last name.
Email
A valid e-mail address.
Password
A case-sensitive password string.
User Role
MediaPortalAdminMediaPortalUserMediaPortalContributorMediaPortalContributorUser
Groups
List of one or more account group assignments for each user, separated by commas. You specify the group by prefixing the account name, separated by forward slash (/). For example, PortalCo/IT, where PortalCo is the account and IT is the group within the PortalCo account.

The following sample spreadsheet demonstrates how to lay out a CSV file:

First Name
Last Name
Email
Password
User Role
Groups
Prairie
Kat
prairiek@company.com
welcome
MediaPortalAdmin
PortalCo/IT, PortalCo/Admin
Rick
Brough
rickb@myco.com
welcome
MediaPortalUser
PortalCo/MktgGroup, PortalCo/test

Upload the CSV file uploading-the-csv-file

  1. Open the User Administration Setup screen.
  2. Select Upload User List.
  3. In the Select File to Upload dialog box, select the CSV file, and then select Open.

Each user in the list is automatically added to the specified groups. A Welcome e-mail message is sent to each.

NOTE
If the CSV file was not formatted correctly, the following error message appears: “An error occurred while processing the uploaded CSV file. Check the file contents for valid data.” In addition, if the CSV contains an existing IP or IPS user, the user is not added to the user list.

Generate a selectable list of Media Portal users generating-a-selectable-list-of-media-portal-users

You can display the names and e-mail addresses of Media Portal users in a pop-up window. This list is useful if you want to cut and paste user names and addresses for use outside Media Portal.

  1. Navigate to Setup > Application Setup > Administration Setup > User Administration.
  2. In the By User Role drop-down list, choose the name of a Media Portal user role, and select Refresh to display the names of one class of Media Portal user.
  3. Select Popup List. Copy and paste this list.

Set up the Welcome e-mail message for Media Portal users setting-up-the-welcome-e-mail-message-for-media-portal-users

You can send a Welcome e-mail when you add new Media Portal users, contributors, and contributor-users. You can configure this e-mail message or tell Adobe Dynamic Media Classic not to send it.

  1. Navigate to Setup > Application Setup > Administration Setup > User Administration.

  2. In the User Administration Setup screen, select Email Settings.

  3. In the Email Settings dialog box, specify any of the following settings:

    • Send Email: Deselect this option to inform new users by e-mail that you have signed them up.

    • Default Password: Enter a temporary password for new users, or leave the field empty to have Adobe Dynamic Media Classic generate random passwords. Users are asked to change passwords the first time they sign in.

    • Replacement URL: Enter a URL different from the default if your users access Adobe Dynamic Media Classic through a different URL.

Other user management tasks other-user-management-tasks

Starting on the User Administration Setup screen, you can also do these tasks:

  • Filter and sort the user list: Filter the list of Media Portal users to locate users.

  • Delete users: Remove a user from the list.

  • Activate and deactivate users: Suspend a user from accessing folders.

  • Edit user information: Enter up-to-date information about a user.

  • Create user-defined fields: Create custom, user-defined metadata fields so they can help you organize assets in the Adobe Dynamic Media Classic. The fields can also be activated or deactivated, as necessary.

See User-Defined Fields.

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