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    Staff User Role Privileges

    This information is not applicable to Primo VE environments. For more details on Primo VE configuration, see Primo VE.
    This section lists the staff user privileges per role. For information on assigning roles to staff users, see Creating Staff Users.
    In the tables below, each role is given a code:
    • SA – Superadmin (Dedicated and on-premises installations only)
    • ADC – Admin (installation level for on-premises installations only)
    • ADI – Admin (institution level)
    • DA – Data Administrator
    • PO – Pipe Operator
    • NE – Normalization Rules Editor
    • SU – Staff User
    • VM – View Manager
    • OL – Operational
    • RG – Reporting
    • TC – Total Care
    • UU – Utility

     Staff Privileges Sorted by Menu

    The following table sorts the privileges by menu:
    Staff Privileges Sorted by Menu
    Privilege SA ADC ADI DA PO NE SU VM OL RG TC UU
    Monitoring and Maintenance:
       
    Monitor Primo Status
    X
    X
    X
    X
    X
    X
    X
    X
    X
         
    PNX Viewer
    X
    X
    X
    X
    X
    X
    X
    X
    X
         
    Primo Reports1
    X
    X
    X
    X
    X
    X
    X
    X
    X
    X
    X
     
    Primo Utilities
    X
    X
    X
                 
    X
    X
    Schedule Tasks
    X
    X
    X
    X
           
    X
         
    Deploy All
    X
    X
    X
                     
    Configuration & Management Wizards:
       
    Advanced Configuration
    X
    X
    X
    X
    X
    X
    X
    X
           

    Initial Configuration wizards

    The Display Initial parameter must be set to on on the Primo Home > Advanced Configuration > General Configuration > Installation page.

    X
                         
    Ongoing Configuration Wizards
    X
    X
    X
    X
    X
    X
    X
    X
           
    Monitor Primo Status:
       
    CONFIGURE_PIPES1
    X
    X
    X
    X
                   
    Deploy Monitoring
    X
    X
    X
    X
    X
    X
    X
    X
    X
         
    EXECUTE_PIPES1
    X
    X
    X
    X
    X
         
    X
         
    EXECUTE_PROCESSES2
    X
    X
     
    X
    X
         
    X
         
    Job Monitoring
    X
    X
    X
    X
    X
    X
    X
     
    X
         
    MONITOR_SEARCH_ENGINE2
    X
    X
    X
                     
    Pipe Monitoring
    X
    X
    X
    X
    X
    X
    X
     
    X
         
    Process Monitoring
    X
    X
    X
    X
    X
    X
    X
     
    X
         
    Search Engine Monitoring
    X
    X
    X
    X
    X
    X
    X
     
    X
         
    Tools Monitoring
    X
    X
    X3
    X4
                   
    Watchdog
    X
                 
    X2
         
    Primo Utilities:
       
    Cleanup Procedures2
    X
    X
                       
    System Tests & monitor
    X
    X
    X
                     
    Primo Utilities > Cleanup Procedures:
       
    Cleanup Logs and more2
    X
    X
                       
    Primo Utilities > System Tests & Monitor:
       
    DEDUP test
    X
    X
    X
                     
    FRBR test
    X
    X
    X
                     
    Test File Splitters
    X
    X
                       
    Test RTA Plugin
    X
                         
    Ongoing Configuration Wizards:
       
    Configure User Groups1
    X
    X
    X
                     
    CONFIGURE_INSTITUTIONS1
    X
    X
    X
                     
    Institution Wizard1
    X
    X
    X
                     
    LOAD_LIBRARIES_IPS1
    X
    X
    X
                     
    PDS Configuration Wizard
    X

    X

                       
    Pipe Configuration Wizards1
    X
    X
    X
    X
    X
    X
    X
             
    Restrictions and Delivery Configuration Wizard1
    X
    X
    X
                     
    Staff Configuration Wizard1
    X
    X
    X
                     
    Views Wizard1
    X
    X
    X
           
    X
           
    Advanced Configuration:
       
    All Code Tables1
    X
    X
    X
    X
    X
    X
     
    X
           
    All Mapping Tables1
    X
    X
    X
    X
    X
    X
     
    X
           
    CONFIGURE_NORMALIZATION_RULES
    X
    X
    X
                     
    Full Normalization Rule Configuration
    X
    X
    X
    X
    X
    X
    X
             
    General Configuration Wizard
    X
    X
                       
    Search Engine Configurations
    X
    X
                       
    Tags and Reviews Management2
    X
    X
     
    X
    X
    X
    X
     
    X
         
    Ongoing Configuration > Pipe Configuration Wizards:
       
    CONFIGURE_DATASOURCES1
    X
    X
    X
    X
                   
    CONFIGURE_ENRICHMENT_SETS1
    X
    X
    X
    X
    X
    X
               
    Data Sources Configuration1
    X
    X
    X
    X
    X
    X
    X
             
    Enrichment Sets Configuration1
    X
    X
    X
    X
    X
    X
    X
             
    Normalization Mapping Tables1
    X
    X
    X
    X
    X
    X
               
    Normalization Rules configuration1
    X
    X
    X
    X
    X
    X
    X
             
    Pipes Configuration1
    X
    X
    X
    X
                   
    Scope Values Configuration1
    X
    X
    X
    X
                   

    1Institution-level staff users are limited to their own institutions.
    2Only installation-level staff users are permitted to execute task.
    3Institution-level staff users are limited to the following tools: Generate/Delete Sitemap and Export/Import Primo Configuration.
    4Institution-level staff users are limited to the following tools: Generate and Delete Sitemap.

     Staff Privileges Sorted by Privilege

    The following table sorts the staff privileges by privilege:
    Staff Privileges Sorted by Privilege
    Privilege SA ADC ADI DA PO NE SU VM OL RG TC UU
    Advanced Configuration
    X
    X
    X
    X
    X
    X
    X
    X
           
    All Code Tables2
    X
    X
    X
    X
    X
    X
     
    X
           
    All Mapping Tables2
    X
    X
    X
    X
    X
    X
     
    X
           
    Cleanup Logs and more1
    X
    X
                       
    Cleanup Procedures1
    X
    X
                       
    Configure User Groups2
    X
    X
    X
                     
    CONFIGURE_DATASOURCES2
    X
    X
    X
    X
                   
    CONFIGURE_ENRICHMENT_SETS2
    X
    X
    X
    X
    X
    X
               
    CONFIGURE_INSTITUTIONS2
    X
    X
    X
                     
    CONFIGURE_NORMALIZATION_RULES
    X
    X
    X
                     
    CONFIGURE_PIPES2
    X
    X
    X
    X
                   
    Data Sources Configuration2
    X
    X
    X
    X
    X
    X
    X
             
    DEDUP test
    X
    X
    X
                     
    Deploy All
    X
    X
    X
                     
    Deploy Monitoring
    X
    X
    X
    X
    X
    X
    X
    X
    X
         
    Enrichment Sets Configuration2
    X
    X
    X
    X
    X
    X
    X
             
    EXECUTE_PIPES2
    X
    X
    X
    X
    X
         
    X
         
    EXECUTE_PROCESSES1
    X
    X
     
    X
    X
         
    X
         
    FRBR test
    X
    X
    X
                     
    Full Normalization Rule Configuration
    X
    X
    X
    X
    X
    X
    X
             
    General Configuration Wizard
    X
    X
                       

    Initial Configuration wizards

    The Display Initial parameter must be set to on on the Primo Home > Advanced Configuration > General Configuration > Installation page.

    X
                         
    Institution Wizard2
    X
    X
    X
                     
    Job Monitoring
    X
    X
    X
    X
    X
    X
    X
     
    X
         
    LOAD_LIBRARIES_IPS2
    X
    X
    X
                     
    Monitor Primo Status
    X
    X
    X
    X
    X
    X
    X
    X
    X
         
    MONITOR_SEARCH_ENGINE1
    X
    X
    X
                     
    Normalization Mapping Tables2
    X
    X
    X
    X
    X
    X
               
    Normalization Rules configuration2
    X
    X
    X
    X
    X
    X
    X
             
    Ongoing Configuration Wizards
    X
    X
    X
    X
    X
    X
    X
    X
           
    PDS Configuration Wizard
    X

    X

                       
    Pipe Configuration Wizards2 1
    X
    X
    X
    X
    X
    X
    X
             
    Pipe Monitoring
    X
    X
    X
    X
    X
    X
    X
     
    X
         
    Pipes Configuration2
    X
    X
    X
    X
                   
    PNX Viewer
    X
    X
    X
    X
    X
    X
    X
    X
    X
         
    Primo Reports2
    X
    X
    X
    X
    X
    X
    X
    X
    X
    X
    X
     
    Primo Utilities
    X
    X
    X
                 
    X
    X
    Process Monitoring
    X
    X
    X
    X
    X
    X
    X
     
    X
         
    Restrictions and Delivery Configuration Wizard2
    X
    X
    X
                     
    Schedule Tasks
    X
    X
    X
    X
           
    X
         
    Scope Values Configuration2
    X
    X
    X
    X
                   
    Search Engine Configurations
    X
    X
                       
    Search Engine Monitoring
    X
    X
    X
    X
    X
    X
    X
     
    X
         
    Staff Configuration Wizard2
    X
    X
    X
                     
    System Tests & monitor
    X
    X
    X
                     
    Tags and Reviews Management1
    X
    X
     
    X
    X
    X
    X
     
    X
         
    Test File Splitters
    X
    X
                       
    Test RTA Plugin
    X
                         
    Tools Monitoring
    X
    X
    X3
    X4
                   
    Views Wizard2
    X
    X
    X
           
    X
           
    Watchdog
    X
                 
    X1
         

    1Only installation-level staff users are permitted to execute task.
     
    2Institution-level staff users are limited to their own institutions.
     
    3Institution-level staff users are limited to the following tools: Generate/Delete Sitemap and Export/Import Primo Configuration.
     
    4Institution-level staff users are limited to the following tools: Generate and Delete Sitemap.
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