Portfolio has made changes to the process of creating accounts and codes allocation to be more efficient.  The page in Portfolio that lists the type of codes page has been eliminated.  A campus will be allotted their balance of codes as specified in the contract.  However, if the balance is consumed the campus can continue to add new users without disruption.  Any overages in the code allotment will be addressed at the time of contract renewal.  Assessor and Administrative accounts continue to be free and unlimited.

What is new

The process of creating/renewing accounts is streamlined.  The codes section is no longer available. 

New steps: Menu -> Users & Groups -> Users.

Bulk User Management allows the Admin to import or renew any accounts with the same import as previously in previous workflows.

When creating new accounts, the Admin can choose the role and type of accounts.

Renewing accounts also begins on the User page.  An Admin can populate the role for the type of accounts being created or renewed to narrow the list of users and use the Bulk User Management tool to renew a large number of accounts.

Accounts can also be renewed individually by searching for the individual name and using the menu to select Renew.