Why (when) can expired users place requests in Alma or Primo?
- Product: Alma
Question
Why (or when) can users place requests, if their "User" record has an expiry date, or their "Patron Role" has an expiry date?
Answer
A User with expiration date in the "User" record, can place Requests in Primo (or Alma). To disable this option, the parameter check_for_expired_account should be set to true. When true, requests (as well as Resource Sharing requests) cannot be placed in Primo (or Alma). The parameter is found in: Configuration > User Management > General > Other Settings.
This parameter does not stop users from making purchase request, even if the check_for_expired_account is set to true.
Here is a visual of the User expiry date:
Secondly, the "Patron Role" expiration date can impact the ability to place requests. If the date is in the past, requests are not allowed.
Here is a visual of the Patron Role expiry date:
Additional Information
"check_for_expired_account" is explained here: "Configuring Other Settings (User Management)".
More about the User record and its expiration date is here: "Managing Users".
See here how to: Update User Expiry in Bulk.
And how to Update Patron Role in Bulk.
- Article last edited: 24-FEB-2025