A user, with the "Admin" permission level, can give access to Orbit Asset to a new person.

To do so, he/she must go to the Admin tab and then to "Contact and Organisation". Then simply click on the "+ Create" button and follow the instructions.

Don't forget to check the "Grant portfolio access" box to give an access to the database. Then select the "Permission Level" and "Portfolio access":

  • Permission level: Admin, Advanced or Guest (see definition in the article called "Level of right / Permissions description")
  • Portfolio access: Choice between full access (this contact will have access to all assets) or limited access (this contact will only have access to the assets on which he is listed as a contact, e.g. as an inventor, patent firm contact or other contact).