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    Managing Users

    For more information about users and end-users, see Users.
    Ex Libris works with you during installation to set up your initial users - including at least one administrator - and user groups.

    Managing Users

    You manage users on the Select a User to Change page (Users/Permissions > User). This page presents a list of users. For information about working with lists, see Working with Lists.
    When adding a user, you must enter a unique username and a password.
    add_user.png
    Add User Page
    Edit a user on the Change User page.
    change_user.png
    Change User Page
    Configure the following for each user.
    Change User Page Fields
    Field Description Values
    Username A unique ID for the user. 30 alphanumeric characters or fewer. Must be unique.
    Password Select change password form to change the password.
    change_password.png
    Change Password Page
     
    Personal Info
    First Name    
    Last Name    
    E-mail address    
    Authority
    Organisation The user's organization, if any. You can sort users by organization on the Select a User to Change page. Organization has no other effect in the UI.
    • Organizations are configured together with Ex Libris during installation.
    • The organization field on this page has no relation to the organization field available when configuring manually added end-user accounts (see Managing Manually Added End-User Accounts).
     
    Permissions
    Active Whether the user is enabled. You may want to disable users rather than delete them. Select to enable the user.
    All permissions / User permission The permissions the user has to perform actions in the App Manager.
    If you clear All permissions, you can select permissions one by one (see the on-screen text for instruction). For the list of permissions, see User Permissions.
    Alternately, enable permissions for the user by associating the user with one or more user groups (see below). The user is enabled with any permissions selected here OR within any user group associated to the user.
    Select All permissions to enable the user to perform any action, subject to any restrictions (see below).
    Clear All permissions to select permissions manually in User permissions.
    Restrictions
    Restrict Profiles / All Profiles The profiles that the user is permitted to manage. By default, a user can manage all profiles. For more information about profiles, see Managing Profiles. Leave the checkbox cleared to enable the user to manage all profiles.
    Select the checkbox to enable the All Profiles field with a link indicating the profile or number of profiles selected. Select the link to select profiles from a list (select away from the list to save your changes).
    Restrict Content Access / Content Access The static content services that the user is permitted to manage in the content menu. By default, a user can manage all content.
    For more information about the content menu, see Working with Static Content and the Content Menu.
    Leave the checkbox cleared to enable the user to manage all content.
    Select the checkbox to enable the Content Access field with a link indicating the number of content elements selected. Select the link to select content from a list (select away from the list to save your changes).
    Restrict RSS Categories / RSS Categories The RSS categories that the user is permitted to manage. By default, a user can manage all RSS categories.
    For more information about RSS categories, see Configuring Default RSS Feeds.
    Leave the checkbox cleared to enable the user to manage all RSS categories.
    Select the checkbox to enable the RSS Categories field where you can select RSS categories one by one (see the on-screen text for instruction).
    Restrict alert groups / Alert groups The alert groups that the user is permitted to manage. By default, a user can manage all alert groups.
    For more information about alert groups, see Configuring Alert Groups.
    Leave the checkbox cleared to enable the user to manage all alert groups.
    Select the checkbox to enable the Alert groups field where you can select alert groups one by one (see the on-screen text for instruction).
    Groups
    Groups User groups selected for the user. You can assign user groups to the user as a quick way of enabling a list of permissions for the user, instead of having to enable them one by one in User Permissions.
    For more information about user groups, see Managing User Groups.
    Select user groups one by one (see the on-screen text for instruction).

    Managing User Groups

    User groups are predefined lists of permissions that can be assigned to users, instead of having to enable them one by one (see Managing Users).
    campusM comes with two out-of-the -box user groups, which cannot be viewed, edited, or deleted:
    You manage your own user groups on the Select group to change page (Users/Permissions > Groups). This page presents the list of user groups that you have created. For information about working with lists, see Working with Lists.
    When adding or editing a user group, you must enter a unique name for the group. You can optionally select an organization to which this group is associated (see the notes about this field in Managing Users). Select permissions one by one for the group (see the on-screen text for instruction). For the list of permissions, see User Permissions.
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    Add Group Page

    User Permissions

    The following permissions can be granted to/removed from a user, either one-by-one (see Managing Users) or as a group (see Managing User Groups).

    Configuring Notification Groups

    End-users viewing the app by a specific profile do not see notifications if notifications are disabled for that profile. See Managing Profiles.
    Notification groups contain a list of end-users that receive notifications of a specific type. End-users can add or remove themselves to/from the group in the app, which enables or disables, for them, the notifications sent to that group.
    All end-users are added automatically to the ALL notification group. End-users must opt in to other notification groups.
    To configure notification groups, you must first configure notification group categories. Notification group categories help you organize notification groups in the App Manager. In addition, you enable or disable notifications for app roles for all notification groups associated with a notification group category.
    You can also manage individual end-users in notification groups.

    Configuring Notification Group Categories

    You configure notification group categories on the Select notification group category to change page (Notifications > Notification Actions > Manage Notification Groups and select Manage notification group categories). This page presents the list of notification group categories. For information about working with lists, see Working with Lists. You can reorder the categories on this page using the up and down arrows.
    For each category, configure:
    • Description - The name of the category. This will appear in the app as a notification type that the end-user can enable or disable.
    • Image - An image for the category, as it will appear beside the notification type in the app. Select the image from the Asset Manager; see Uploading Files.
    • Profile owner - Optionally select a profile. When selected, only users associated with the selected profile can send notifications to notification groups associated with this category.
    • Roles - Associate the category with the required app roles. For more information, see Customizing End-User Access to Services. If an end-user is not associated with the one of the app roles for this category, the end-user cannot be assigned to an notification group in this category.

    Configuring Notification Groups

    You configure notification groups on the Notification groups page (Notifications > Notification Actions > Manage Notification Groups). This page presents the list of notification groups. For information about working with lists, see Working with Lists. You can reorder the groups on this page using the up and down arrows.
    For each group, configure:
    • Description - The name of the group. This will appear in the app as a notification type that the end-user can enable or disable.
    • Category - The notification group category (see Configuring Notification Group Categories).
    • User subscribe - Whether the end-user can subscribe to the notifications for this notification group. If you select No, end-users cannot opt in or out from these notifications (unless they disable all notifications).
    • Sort order - The place in the order in which groups appear in the drop-down list when sending a notification. Groups without a number appear last. Lowest numbered groups appear first. If more than one group is assigned the same number, the first group with that number in this list appears first.

    Managing End-Users in Notification Groups

    You manage specific end-users in each notification group on the Change notification group subscriptions page (Notifications > Notification Actions > Manage Notification Groups, select Change Subscriptions in a notification group row).
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    Change Notification Group Subscribers
    To manage subscribers:
    1. To add a subscriber, select the subscriber in the Available subscribers column; the subscriber is moved to the Chosen subscribers column. To remove a subscriber, select the subscriber in the Chosen subscribers column; the subscriber is moved to the Available subscribers column.
    2. To add or remove all subscribers, select Subscribe all shown or Unsubscribe all shown, respectively.
    3. When you are done, select Save.

    Managing End-Users

    There is no single point for managing all end-users in the App Manager, since the App Manager provides multiple types of authentication, including types where end-user accounts are managed by an external system.
    Certain end-user management features are available, however, including:
    • Configuring end-user authentication types - You select the authentication type for a profile group. All end-users logging in to that profile group are authenticated using the selected type.
    • Managing manually added end-user accounts - For authentication type App Manager Directory, end-users are manually managed in the App Manager.
    • Configuring customer roles - Customer roles are used to assign app roles to end-users when they first register to the app (see Configuring Customer Roles).
    • Enabling/disabling app roles for end-users - You can enable or disable app roles for all registered end-users.
    • Also see Managing End-Users in Notification Groups.

    Configuring End-User Authentication Types

    Each profile group can use a different authentication method to authenticate end-users. Before assigning an authentication method to a profile group, you must first configure the methods. Ex Libris works to help you configure these methods during installation.
    You configure authentication on the Select profile registration authentication to change page (App Settings > App Settings > Profile Registration Authentication). This page presents a list of authentication methods; for information about working with lists, see Working with Lists. For each method, configure:
    • Sort order - The order in which this authentication method appears in the drop-down list when configuring the profile group.
    • Authentication type - Select the authentication type:
      • Standard Authentication - Enable end-users to register an account when they first use the app. The end-user is presented with the Terms of Service and a registration screen, where they enter a username and password. Users registering with this method are assigned the default app role.
      • Authentication against LDAP - Enable students to log in using their institution's credentials. When selected, you must also configure the Auth app server, LDAP service access, and LDAP auth endpoint, and configure a failure message (text only). Customer roles, configured by the institution together with Ex Libris, map the correct app roles to users who register using this method.
      • Authentication against App Manager Directory - Enable only end-users for which you have manually added accounts in the App Manager (see Managing Manually Added End-User Accounts). When selected, you must also configure a failure message (text only) and select whether or not a password is required. All manually added users are assigned the default app role.
      • No Authentication - Use for guest users, to provide authentication-free access to general campus services. Guest users are assigned the default app role.
      • Anonymous with optional registration - Combines no authentication with standard authentication: end-users can opt to not register, in which case they have guest access. If they opt to register, they have authentication access. Users are assigned the default guest role.
      • SSO Authentication - Single sign-on using the institution's authentication system (similar to LDAP). When selected, you must also configure the Auth app server, LDAP service access, LDAP auth endpoint, SSO Directory, and SSO Auth Endpoint, and configure a failure message (text only). Customer roles, configured by the institution together with Ex Libris, map the correct app roles to users who register using this method.
      • Authentication against Address - Not in use.
    Contact Ex Libris customer support for help in configuring any additional required fields. Ex Libris helps you configure the initial values for these fields during installation.

    Managing Manually Added End-User Accounts

    You can manually add end-users for profiles using the Authentication against App Manager Directory authentication type on the Select app directory record to change page (App Settings > App Directory > App Directory). This page presents the list of end-users that can register with the app using this authentication type. For information about working with lists, see Working with Lists. You can filter the list by searching the list or by selecting one of the filters on the right.
    All manually added users are assigned the default app role.
    For each user, enter or configure the following information:
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    Add App Directory Record Page
    • Profile - The profile to which to associate this end-user.
    • First name
    • Last name
    • Email address
    • Organisation - Enter an organization name, in free text. The organization is useful for auditing purposes and can be used also to filter end-users in the list on the Select app directory record to change page. It has no other functional effect in the app or the App Manager.
      The organization field on this page has no relation to the organization field available when managing users (see Managing Users).
      The next four fields are optional, and are used for auditing purposes only.
    • Job title
    • Department
    • Address
    • Country
    • Opt-in - If enabled, the end-user is visible when searching a directory of end-users (a service provided by campusM during installation). If disabled, the end-user is not visible.

    Enabling/Disabling App Roles for End-Users

    You can enable or disable one or more app roles for a specific end-user on the Person Roles page (App Settings > App Settings > Person Roles). This page presents the list of end-users that have registered with the app. For information about working with lists, see Working with Lists.
    Each record presents the list of app roles associated with the end-user. Select or clear a role to enable or disable it.
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