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    Roles and Registration Configuration

    Translatable
    For more information about roles, see Managing User Roles.
    The base unit of permission for viewing an item (page, option, link) or performing an action is a privilege; privileges are internally used and configured by Ex Libris. Privileges are grouped by roles. Roles are grouped by role profiles.

    Configuring Role Profiles

    To configure role profiles, you must have one of the following roles:
    • User Administrator
    • General System Administrator
    A role profile is a collection of roles, grouped according to job function. Role profiles make it easy to add a commonly select list of roles to a user when adding a new user (by assigning the user a job category or user group, for example; see Configuring Role Assignment Rules) or when managing a user's roles (see Adding Roles to Users).
    You can configure role assignment rules which automatically assign role profiles to new users (see Configuring Role Assignment Rules).
    You configure role profiles on the Profiles List page (Administration > User Management Configuration > Configuration Menu > User Management > Roles and Registration > Profiles).
    Profiles List Page
    If the selected role profile does not have roles assigned to it, you can add roles as described in Adding a Role Profile.
    You can perform the following actions for role profiles:
    • Add a role profile - See Adding a Role Profile.
    • Edit a role profile - Select Actions > Edit in the row actions list and follow the instructions in Adding a Role Profile.
    • Duplicate a role profile - Select Actions > Duplicate in the row actions list and follow the instructions in Adding a Role Profile to edit the profile.
    • Delete a role profile - Select Actions > Delete in the row actions list and click Confirm in the confirmation dialog box.

    Adding a Role Profile

    You can add role profiles. To add a role profile, enter the name of the profile and then add all of the required roles to the profile.
    To add a role profile:
    1. On the Profiles List page (Administration > User Management Configuration > Configuration Menu > User Management > Roles and Registration > Profiles), click Add Profile. The Profile page appears. This is the first page of a two-page wizard.
      Profile Page
    2. Enter a name for the role profile (required), and click Save and Continue. The Profile Roles area appears..
      Profile Page – Updated
    3. To add roles, click Add Role. The Add New Roles page appears. Follow the instructions in Adding Roles to Users. After adding roles, they appear in the Profile Roles area.
      • To remove roles, select Actions > Remove in the row actions list or select the roles and click Remove Selected.
      • To edit a role, select Actions > Edit in the row actions list. Follow the instructions in Editing Roles Assigned to Users.
      • If the scope is properly set for a role, you can activate or deactivate a role by selecting the checkmarkslider in the row.
    4. Click Save to save the profile.

    Configuring Role Assignment Rules

    To configure role assignment rules, you must have one of the following roles:
    • User Administrator
    • General System Administrator
    After you define role profiles (see Adding a Role Profile), you can create rules that automatically assign role profiles to a newly added user. When a user is added (see Adding Users), if the user's information matches one of the enabled role assignment rules, the user is assigned the role profiles associated with the rule. Only the first matching enabled rule is applied to the new user. If no enabled rules apply, the default rule is applied to the user (all users match this rule automatically if they did not match any other rule).
    Existing users are unaffected by newly configured rules.
    You configure role assignment rules on the Automatic Role Assignment rules table (Administration > User Management Configuration > Configuration Menu > User Management > Roles and Registration > Role Assignment Rules). For more information about rules tables, see Rules TablesRules Tables.
    Automatic Role Assignment Rules Page
    The input parameters are:
    • Birth Date - Match users born before, on, or after a specific date.
    • Job Category - Match users assigned any of the selected job categories.
    • Record Type - Match users of any of the selected record types (Contact, Public, or Staff).
    • Status - Match active or inactive users.
    • User Group - Match users assigned any of the selected user groups.
    For output parameters, select the role profiles to assign to the users that match the input parameters.

    Configuring User Registration Rules

    To configure user registration rules, you must have one of the following roles:
    • User Administrator
    • General System Administrator
    After you define user registration terms of use sets (see Configuring Terms of Use), you can create rules that automatically assign a user registration terms of use to a newly added user. When a user is added (see Adding Users), if the user's group matches one of the enabled user registration rules, the user is assigned the terms of use associated with the rule. Only the first matching enabled rule is applied to the new user. If no enabled rules apply, the default rule is applied to the user (all users match this rule automatically if they did not match any other rule).
    Existing users are unaffected by newly configured rules.
    You configure user registration rules on the User Registration rules table (Administration > User Management Configuration > Configuration Menu > User Management > Roles and Registration > User Registration Rules). For more information about rules tables, see Rules TablesRules Tables.
    User Registration Rules Page
    The input parameters for rules are:
    • User Group - Match users assigned any of the selected user groups.
    For output parameters, select the terms of use to assign to the users that match the input parameters.
    The rules are applied when users are added using the Register New User option in the Manage Patron Services page. See Registering Patrons.

    Roles Report

    The Roles Report provides a detailed list of what a user with a particular role can do in the system, such as the menu items that are shown for a user with a specific role or the pages that the user can access and whether they can add, view, or edit information on that page. Contact Ex Libris for assistance with this page.
    For a description of the various user roles and the Alma components that each user can access, see User Roles – Descriptions and Accessible Components.
    You view the Roles Report at Administration > User Management Configuration > Configuration Menu > User Management > Roles and Registration > Roles Report. Enter the required role from the Roles drop-down list.
    Some of the roles, such as Exlibris (all), SAAS Operator, and Technical Analyst, are internal and cannot be assigned to users.
    Roles Report

    Privileges Report

    The Privileges Report provides a detailed list of the privileges associated with each role. Contact Ex Libris for assistance with this page.
    You view the Privileges Report at Administration > User Management Configuration > Configuration Menu > User Management > Role and Registration > Privileges Report. You can filter the report to list:
    • Roles, and the privileges associated with each role
    • Privileges, and the roles associated with each privilege
    For a description of the various user roles and the Alma components that each user can access, see User Roles – Descriptions and Accessible Components.
    Some of the roles, such as Exlibris (all), SAAS Operator, and Technical Analyst, are internal and cannot be assigned to users.
    Privileges Report