1. Access and search for a portal
- Emilie Nucci
- Malissa BERRABAH
Permissions
Visibility of portals
The visibility of portals for a user in the DAM depends on the portal's sharing settings. Refer to the sharing documentation for more details.
Visibility of assets within a portal
The visibility of assets within a portal is governed by the same rules as in the main DAM system. This means that users will only be able to view the assets they are authorized to see, even when accessing them through a portal.
For example, if a portal contains both assets a user is authorized to view and assets they do not have permission to view, the user will only see the assets they are permitted to access. This ensures that segmentation and access control are always maintained within the portal environment.
How it works
Access the list of Portals
Click on “Boards and portals”
Click on “Portals”
Refine the List of portals with Filters
Click on the 'Roles' filter to narrow down the list of portals based on the user's assigned role in the portal.
Creator: These are the portals that I have created.
Collaborator: These are the portals where I have been invited as a collaborator.
Viewer: These are the portals where I have been invited as a viewer.
No role: These are the portals where I do not have a specific role but am authorized to view because they are public or internal.
Click on the 'portal type' filter to narrow down the list of portals based on the portal type
Type:
Public: These are portals that are shared publicly.
Private: These are portals that are shared privately.
Internal: These are portals that are shared internally.
By default, no filter is active. All portals that you are allowed to see will be displayed in the list.
Learn more about portal roles and sharing modes
Learn how to customize the portal list filters
Refine the list with keywords
Use full-text search to narrow down the list of portals. This search is based solely on the portal's title and description.
Display Archived Portals
Click Show archived portals to view the archived portals
Display Mode
By default, two display modes are available. The user can switch between modes based on their needs:
Block
List
Sorting Mode
By default, three sorting modes are available:
Most recent
Recently updated (default sorting mode)
Name
Searching for a Portal through the DAM
The DAM search functionality now includes portals in its results. If portals matching the search criteria are found, a dedicated section will display suggested portals for the user. This section can show up to 10 suggested portals, allowing the user to directly access a portal by clicking on it.
Note: Portals do not appear when a user applies a filter within the DAM. They are only displayed when performing full-text searches.
Click the Search Field in the DAM Search
Result Display Rules
Priority based on title and description: For each search, the system checks if the titles or descriptions of existing portals contain the searched keywords or filters. If so, these portals are prioritized in the list of results.
Priority based on associated media: If the search returns media that belong to a portal, the portals containing the highest number of matching media are prioritized. This ensures that the most relevant portals for the user appear at the top of the list.