The first decision to make in importing IP assets is to what extent users will want part of or all of their portfolios to be mirrored across managers. For those who want assets mirrored across multiple manager accounts, the following imports must be performed from the Administrator page of the enterprise account. Any assets uploaded within a manager account will upload only to that account.
To access the Administrator upload page:
Step 1: From the main Administrator login, find the import tab on the left side of the page. *Note that only Administrators can import assets across multiple accounts.
Within that page will be an “Import Data” tab. Click what type of application you would like to add. Download the template and fill in the pertinent data.
Fill out and save the template, then upload it via the prompts to move to step 2.
Step 2: Users will come across a page of all serials from the template. Check the Manager accounts that you would like to copy those assets to and import when finished.
*Hint - utilize the “Search” and “Add to All Managers” boxes to speed up the process.
Once imported, those assets become available across the selected Manager accounts.
The following applies to manager-level imports, which will only appear in the accounts in which they were uploaded.