User Management Activities
To configure user management activities, you must have one of the following roles:
- User Administrator
- General System Administrator
This section describes how to configure the various user management functions. See Alma Glossary for definitions of these functions. Note that some configuration changes in User Management impact other functional areas. Consider the impact on other functional areas before making changes to existing configurations.
The following table lists the configuration options.
For a full reference of all the code tables provided with Alma, see Alma Code Table Reference.
Section | Configuration Item | Configuration Level | See |
---|---|---|---|
Roles and Registration | Profiles | Institution/Library | Configuring Role Profiles |
Role Assignment Rules | Institution/Library | Configuring Role Assignment Rules | |
User Registration Rules | Institution/Library | Configuring User Registration Rules | |
Roles Report | Institution | Roles Report | |
Privileges Report | Institution | Privileges Report | |
Mandatory Fields | Public | Institution | Configuring Patron Information |
Staff | Institution | Configuring Patron Information | |
External Contacts | Institution | Configuring Patron Information | |
User Details | User Groups | Institution | Configuring User Groups |
User Record Type/User Group | Institution | Mapping User Groups to User Record Types | |
Job Categories | Institution | Configuring User Job Categories | |
User Record Type/Job Category | Institution | Mapping Job Categories to User Record Types | |
User Name Display | Institution | Configuring the Display of User's Names | |
Statistical Categories | Institution | Configuring Statistical Categories for Analytics | |
Category Types | Institution | Creating Statistical Category Types | |
Statistical Categories/Types | Institution | Mapping Statistical Categories to Category Types | |
User Titles | Institution | Configuring User Titles | |
Library Notices Opt-In | Institution | Configuring Library Notices Opt-In | |
Patron Charges | Fines/Fees Behavior | Institution | Configuring Fines/Fees Behavior |
Reasons for Waiving Fine/Fee | Institution | Configuring Reasons for Waiving Fines/Fees | |
Fines/Fees Notification Profiles | Institution | Configuring Fines/Fees Notifications | |
Bursar Transaction IDs | Institution | Configuring Bursar Transaction IDs | |
General | Other Settings | Institution | Configuring Other Settings |
User ID Generation | Institution/Library | Configuring User ID Generation | |
Delete User Policy | Institution/Library | Configuring User Deletion | |
User Notification Types | Institution | Configuring User Notification Types | |
Contact Information Pop-Up | Institution | Configuring User Information for Pop-ups | |
Manage Operator Details Visibility | Institution | Configuring Users' Ability to View Operators' Details | |
Record Last Patron Activity Date |
Institution | Configuring Last Patron Activity Date | |
Collaborative Networks (Fulfillment Networks) | Linked Account Rules | Institution/Library | Configuring Linked Account Rules |
Restricted Users | Institution/Library | Configuring Restricted User Groups | |
Searchable Identifiers | Institution | Configuring Searchable Identifiers | |
Linked Account Shared Fields | Institution | Configuring Linked Account Shared Fields |