The Portrait Manager - Overview

Created by Lynne Darroch, Modified on Mon, 13 Oct at 10:55 AM by Lynne Darroch

Manage Portraits is where portrait images and information are added and corrected. After importing your portraits, you can add new people, correct name typos, reassign people to different groups, assign roles and priorities  Customize your view and check for potential error with your portrait set. Any changes made to portraits in the portrait manager will automatically reflow affected portrait pages in your book.

To get started, click on Manage Portraits, then check your book out.
 

The Portrait Manager



Using filters
Filtering by GroupTroubleshooting with Filters
Searching by name (individual person)
Portrait View OptionsCustomizing your view




Understanding the Portrait Manager


The portrait manager includes five distinct areas designed to help you navigate your imported portraits.



1. Coverage report: check for potential issues with your portraits

2. Filters: Show results by groups, by issue, or look for an individual by name.

3. Filter fields: Checkmark existing groups to show only the people assigned to it.

4. Portrait display: choose between two preset views or create your own custom view.

5. Selected portrait actions: checkmark one or more portraits to access controls (edit data, delete assign roles, duplicate).



Using filters to find individuals and groups

Filtering by Group


Type the name of a particular group -- a teacher name, a grade, a homeroom (A) or use the list of groups to checkmark  one or more groups. Only the people belonging to the group will be previewed.



 

Troubleshooting with Filters


The Missing Information Filters menu enables you to choose particular types of missing information in your portrait database.



Look for people missing important information - for example, students not assigned to a grade, teacher and/or homeroom.
 

Searching by name (individual person)


In the Find People search box, type part or an entire name to show only the people who match. You can also search by job title or other custom field info that may be included in your portrait set.


Portrait View Options


The portrait manager features two default view modes: Grid View and Table View. Toggle between either view using the controls on the top right of the table.



Grid View focuses on photos, with name and other data placed below.
Table View presents a sortable spreadsheet presentation to focus on the data.



Customizing your view

Display Settings lets you customize these views, showing you exactly the information you need to see.


Table view customization includes options to choose which columns to show and what photos to feature.

 
Field customization options
  • Default: show the most commonly used columns.

  • Show all fields: show every column available

  • Memories and Quotes: focus on fields useful when building graduating class pages that include additional text

  • Custom: create your own view by turning on fields (columns) of interest to your task
Default Photo
  • Portrait: the feature portrait (most commonly selected.)
  • Baby: usually added for the senior graduating class. This can include candids provide by parents, or older elementary school photos
  • Graduation: Cap and gown or pro senior candid images may be included in your portrait sets.

Each person may have three separate photos.




Grid View customization enables you to one or multiple photos and extra information for the graduating class.

 The Default view shows all three image and the person's name.

The Compact view shows a single image.
The Memories and Quotes view adds extra text fields that makes it easy to enter custom text for senior class pages.



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