Managing User Roles

Managing User Roles
To manage user roles, you must have one of the following roles:
User Manager
User Administrator
See also Configuring Role Profiles and Configuring Job Categories.
For convenience, circulation desk operators can be deleted, exported, or imported by running batch jobs (see
Running Manual Jobs on Defined Sets).
Adding Roles to Users
You add a role to a user by:

Assigning a job category to the user when creating the user (see Adding Users)
Selecting a role profile that is defined on the Profiles List page (see Configuring Role Profiles)
Selecting roles individually
To add roles to a user:
1. On the Find and Manage Users page (Administration > User Management > Find and Manage Users),
locate the user and select Action > Edit.
2. Add roles to the user using one of the following methods:
Click Add Role. The Add New Roles page appears.
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Add New Roles Page
For a list and description of the roles that can be configured for users, see User Roles Descriptions and
Accessible Components.
The Add New Roles page provides details about the privileges associated with each role.
Select the check boxes of the roles you want to assign to the user and click Add Role. The new roles are
added to the User Roles section of the User Details page, as shown in the following example.

User Roles Section on User Details Page
Click Add from Profiles. The Profiles List page appears.
Profiles List Page
The Profiles List page displays all the defined role profiles (predefined by a system administratorsee
Configuring Role Profiles). Use the Role Filter to filter the list.
Select the required role profile and click Select. The individual roles are added to the User Roles section of
the User Details page.

User Roles Area on User Details Page
3. Click Save. If you selected multiple roles, the Find and Manage Users page appears. Roles that require
additional configuration (such as selecting a scope) remain inactive until you configure them. If you selected a
single role, the User Roles Details page appears; select the role details and click Save again. See Editing
Roles Assigned to Users.
Editing Roles Assigned to Users
To edit a role assigned to a user:
locate the user and select Actions > Edit. The User Details page appears.
User Details Page
2. In the User Roles area, scroll to the role you want to edit and either click the role name link in the Role Name
column or select Actions > Edit. The User Roles Details page appears.

User Roles Details Page
3. Edit the required information. Role Information Fields lists details of the fields on this page.
Role Information Fields
Field Description
Role
The name of the role (cannot be changed).
name
This field is mandatory, even though the field appears without a red asterisk.
For roles that always apply to the entire institution Scope is set to the institution and cannot
be changed.
For roles set on the library/campus level Scope appears as a drop-down list. Select the
required campus/library (or the institution, if it is available) to which the role applies.
After selecting the scope, some roles require additional information in the Role Parameters
Scope section, such as a service unit or configuration desk. Configure these parameters, as described in
User Roles Descriptions and Accessible Components.
To add multiple libraries/campuses, add the role to the user multiple times, selecting a different
library/campus each time.
If you reduce a user's scope to library-level from institution-level, or remove a library-level

scope from a user, the user can no longer manage those entities that are assigned to
him/her but are now out of scope.
Status From the predefined drop-down list, select whether the status is Active or Inactive.
The date after which the user no longer has the role.
Expiry
date Click the Expiry date box and select the required date from the Calendar dialog box.
4. Click Save Role. The edited role is saved, and the User Details page appears.

5. Click Save. The user details are saved, and the Find and Manage Users page appears.
Removing Roles from Users
You can remove roles assigned to a user.
To remove roles from users:
locate the user for which you want to remove roles and select Actions > Edit.
2. Remove a role using one of the following methods:
Select Actions > Remove for the role you want to remove and click Confirm in the confirmation dialog box.
The role is removed from the User Details page.
From the list of roles in the User Roles area, select the check box for the roles you want removed, and click
Remove Selected. The selected roles are removed from the User Details page.
3. Click Save. The user details are saved, and the Find and Manage Users page appears.
User Roles Descriptions and Accessible Components
The following table describes the roles that can be configured for users and the Alma components that each user
role can access. All users can search the repository (Resource Management > Search and Sets > Repository
Search) and view analytics subscriptions (Administration > Analytics > Subscribe to Analytics).
User Roles
Accessible
Module Role Description Scope
Components
ADMINISTRATION:
Find and
Manage Users
Purge User
Manages all aspects of user
Records
User User management, including configuration
Institution
Management Administrator Loan Desk/ aspects such as setting up and running
user synchronization actions
Department
Operators
User
Management

Accessible
Components
Configuration
Configuration
Menu
RESOURCE
MANAGEMENT:
Manage Exports
User Manages user information, such as roles,
ADMINISTRATION: Institution
Manager blocks, and contact information
Find and
Manage Users
ACQUISITIONS:
Exchange Rates
Report
Manages acquisitions configurations,
Acquisitions Configuration such as PO review rules, reporting
Institution
Administrator Menu codes, and running acquisitions related
jobs
RESOURCE
MANAGEMENT:
Manage Exports
RESOURCE Manages copy ledger, rollover jobs, and

Fiscal Period MANAGEMENT: editing of fiscal period tables when
Institution
Acquisitions Manager assigned in conjunction with the
Manage Exports
Acquisitions Administrator role
ACQUISITIONS:
Funds and
Ledgers
Transfer Funds
Manages all fund-related actions,
Fund Institution
Move Funds in including allocations and transactions,
Manager / Library
Hierarchy creating, updating, and closing funds
RESOURCE
MANAGEMENT:
Manage Exports

Accessible
Components
New for ACQUISITIONS:

March Fund- Funds and Institution
Views funds and ledgers only
Ledger / Library
Viewer Ledgers
ACQUISITIONS:
Search for
Invoice
Create Invoice
Receiving and
Invoicing
Review
Receiving and Manages invoice creation, review and
Invoice Institution
approval activities, and assigning
Manager Invoicing / Library
invoices to other operators
Approve
Waiting for
Payment
Vendors
RESOURCE
MANAGEMENT:
Manage Exports
ACQUISITIONS:
Search for
Invoice
Create Invoice
Receiving and
Invoice Invoicing Institution
Creates, edits, and reviews invoices
Operator Review / Library
Waiting for
Payment
Vendors
RESOURCE
MANAGEMENT:

Accessible
Components
Manage Exports
ACQUISITIONS:
Has Invoice Operator privileges and can
Invoice Receiving and also delete invoices Institution
Operator
Invoicing / Library
Extended Must be combined with Invoice Operator.
Delete Invoice
ACQUISITIONS:
Funds and
Ledgers
Transfer Funds Enables creating and editing ledgers,
Ledger adding funds and allocations, performing Institution
Manager Move Funds in transactions, and updating ledgers and / Library
Hierarchy funds
RESOURCE
MANAGEMENT:
Manage Exports
ACQUISITIONS:
Licenses
License Manages activities related to licenses
RESOURCE Institution
Manager and license amendments
MANAGEMENT:
Manage Exports
ACQUISITIONS:
All Purchase
Order Lines, Manages authoritative purchasing
operations, such as reviewing and
Purchase Order,
approving POs, activating electronic
and Import resources, assigning PO lines to
Purchasing Processing purchasing operators, and linking Institution
Manager options, except licenses to PO lines. Can also view / Library
vendor data, ledgers and funds, and
Delete PO
invoices. When deleting the last item
Vendors associated with a bibliographic record,
can also delete that bibliographic record.
Funds and
Ledgers

Accessible
Components
Licenses
Exchange Rates
Report
Patron Driven
Acquisition
(PDA)
RESOURCE
MANAGEMENT:
Manage Exports
Community
Zone Updates
Task List
Start New
Import
Monitor and
View Imports
Resolve Import
Issues
ADMINISTRATION:
Monitor Jobs
ACQUISITIONS:
All Purchase
Order Lines and
Manages all purchasing operations,
Import including creating, reviewing, and
Processing updating PO lines, managing electronic
options, except resources, and linking licenses to PO
Purchasing Institution
lines. Can also view vendor data, ledgers
Operator Delete PO / Library
and funds, and invoices. When deleting
Package the last item associated with a
bibliographic record, can also delete that
Purchase Order bibliographic record.
Review
Vendors

Accessible
Components
Funds and
Ledgers
Licenses
Exchange Rates
Report
Patron Driven
Acquisition
(PDA)
RESOURCE
MANAGEMENT:
Manage Exports
Community
Zone Updates
Task List
Start New
Import
Monitor and
View Imports
Resolve Import
Issues
ADMINISTRATION:
Monitor Jobs
Can delete PO lines.

Purchasing ACQUISITIONS:
Operator Must be combined with Purchasing Institution
Delete PO
Extended Operator.
Manages the arrival of both physical and

electronic purchased items, and can
ACQUISITIONS: delete orders. When deleting the last
Receiving and item associated with a bibliographic
Receiving Institution
record, can also delete that bibliographic
Operator Invoicing / Library
record.
Receive
You must assign a service unit when
configuring this role.

Accessible
Components
Receiving
Department
Items
Scan in Items
RESOURCE
MANAGEMENT:
Manage Exports
ACQUISITIONS:
Receiving and
Invoicing
Receive Has Receiving Operator privileges, but
cannot delete orders. When deleting the
Receiving last item associated with a bibliographic
Receiving
Department record, can also delete that bibliographic Institution
Operator record. / Library
Limited Items
You must assign a service unit when
Scan in Items
RESOURCE
MANAGEMENT:
Manage Exports
ACQUISITIONS:
Search for PO
Line
Manage Trials
Search for
Invoice
Receiving and Manages selecting new resources for
Selector Institution
acquisition
Invoicing
Review
Vendors
Funds and
Ledgers
Licenses

Accessible
Components
Manage Patron
Purchase
Requests
RESOURCE
MANAGEMENT:
Manage Exports
ACQUISITIONS:
Selector Delete Patron

Deletes patron purchase requests. Institution
Extended Purchase
Requests
ACQUISITIONS: Manages electronic resource trials and

evaluations as part of preprocessing for
Search for PO
Trial acquisitions, and manages the Trial
Line Institution
Manager Operator. When deleting the last item
associated with a bibliographic record,
Manage Trials
can also delete that bibliographic record.
ACQUISITIONS:
Manages electronic resource trials and
Search for PO evaluations as part of preprocessing for
Trial
Line acquisitions. When deleting the last item Institution
Operator
associated with a bibliographic record,
Manage Trials can also delete that bibliographic record.
Trial An individual invited to participate in an

NONE Institution
Participant electronic resource trial
Usage Data
For future use Institution
Operator
ACQUISITIONS:
Vendors
Vendor Manages all aspects of the institutions Institution
RESOURCE
Manager vendor records / Library
MANAGEMENT:
Manage Exports

Accessible
Components
Manages circulation desk actions, such

as loans, returns, and renewals, with
block override options; can add, edit, and
RESOURCE delete notes, change due and return
MANAGEMENT: dates, add and remove blocks, mark
Manage Exports items as lost, and change items.
Circulation
Desk FULFILLMENT: You must assign a circulation desk when Library
Manager configuring this role.
Courses
Reading Lists To configure this role for multiple
circulation desks in the same scope,
assign the desks as multiple parameters
in the same role.
Manages circulation desk actions, such

as loans, returns, and renewals; can add,
edit, and delete notes, change due and
return dates, mark items as lost, handle
fines and fees, and perform offline
FULFILLMENT: circulation.
Circulation
Desk Courses Library
Fulfillment You must assign a circulation desk when
Operator Reading Lists configuring this role.
To configure this role for multiple

circulation desks in the same scope,
assign the desks as multiple parameters
in the same role.
FULFILLMENT: Has Circulation Desk Operator privileges,

Circulation but cannot perform deletion activities.
Desk Courses Library
Operator You must assign a circulation desk when
Limited Reading Lists configuring this role.
RESOURCE
MANAGEMENT:
Course Manage Exports

Manages reserve and reading list Institution
Reserves FULFILLMENT: assignments / Library
Manager
Courses
Reading Lists

Accessible
Components
RESOURCE
MANAGEMENT:
Course Manage Exports

Works with course reserves to create Institution
Reserves FULFILLMENT: reading lists and move requests / Library
Operator
Courses
Reading Lists
RESOURCE
MANAGEMENT:
Manage Exports
FULFILLMENT:
Create
Fulfillment Sets
Bulk Change
Due Dates
View Restore
Request Jobs
View Overdue Manages fulfillment-related
Fulfillment and Lost Loan configurations, such as policies, terms of
Institution
Administrator use, fulfillment units, and circulation
Jobs
desks
Close Lost
Loans Jobs
Transfer
Requests
Configuration
Menu
ADMINISTRATION:
Load Desk/
Department
Operators
Fulfillment Manages the librarys authoritative

RESOURCE Institution
Services fulfillment service actions, such as course
MANAGEMENT: / Library
Manager reading list assignments, assigns

Accessible
Components
Manage Exports
FULFILLMENT:
Approve
Digitization
Requests
digitization requests, and assigns and
Monitor handles resource sharing requests
Requests & Item
Processes
Reading Lists
Items Requiring
Action
RESOURCE
MANAGEMENT:
Manage Exports
FULFILLMENT:
Manages the library's fulfillment services
Monitor related to course reserves and reading
Fulfillment Requests & Item lists, as well as move requests. Institution
Services
Processes / Library
Operator You must assign a service unit when
Courses configuring this role.
Reading Lists
Items Requiring
Action
Does not operate Creates and manages reading lists using Institution
Instructor
with Alma directly. Leganto. / Library
USER Receives services from the specified

MANAGEMENT: library (if the institution is specified, the
patron receives services from all libraries Institution
Patron User Details - in the institution). Services include / Library
Fines/Fees tab receiving loans, placing requests for
physical items, and digitization of items.
Requests RESOURCE Manages the request fulfillment steps,

Library
Operator MANAGEMENT: including creating requests, picking up

Accessible
Components
Manage Sets
Manage Exports
FULFILLMENT:
Monitor
Requests & Item
Processes items from shelves, and placing items in
transit and on hold shelves.
Create
You must assign a circulation desk when
Fulfillment Sets
Items Requiring
Action
ADMINISTRATION:
Run a Job
Monitor Jobs
Manages resource sharing partners, to

Resource FULFILLMENT: define the types of communication
Sharing Partners available between Alma and the resource Institution
Partners sharing system. Also manages rota / Library
Manager Rota Templates templates, to enable attaching a group of
partners to a resource sharing request.
ACQUISITIONS:
Receiving
Department
Items Manages internal library requests, such
as digitization activities.
Work Order Scan In Items Institution
Operator You must assign a service unit when / Library
Licenses configuring this role.
RESOURCE
MANAGEMENT:
Manage Exports
Can create and edit any sub-collection

Collection
RESOURCE and move sub-collections between Institution
Inventory Inventory
MANAGEMENT: parent collections. When deleting the last / Library
Operator
item associated with a bibliographic

Accessible
Components
Manage Top
Level
record.
Collections
RESOURCE Can create and edit top level collections,

Collection MANAGEMENT: delete top level and sub-collections, and
Inventory Manage Top elevate a sub-collection to a top-level Institution
Operator collection. When deleting the last item / Library
Level
Extended associated with a bibliographic record,
Collections can also delete that bibliographic record.
RESOURCE
MANAGEMENT:
Deposit Profiles
Deposit Return
Deposit Reasons Manages deposit configuration. For more Institution
Manager information, see Configuring Deposits. / Library
Deposit Decline
Reasons
Patron Deposit
Templates
RESOURCE
MANAGEMENT:
Search Deposits
Deposit Approve Approves deposits. For more information, Institution
Operator see Deposit. / Library
Deposits
Staff-Mediated
Deposits
RESOURCE
MANAGEMENT:
Deposit
Search Deposits Approves and declines deposits. For Institution
Operator
more information, see Deposit. / Library
Extended Approve
Deposits

Accessible
Components
Staff-Mediated
Deposits
RESOURCE
MANAGEMENT:
Manages the institutions digital
Manage Sets inventory, including adding digital
Manage Exports representations to the repository, running
Digital and monitoring processes, and creating
Add Digital and managing sets.When deleting the Institution
Inventory
Representation last item associated with a bibliographic / Library
Operator
ADMINISTRATION: record.
Run a Job
The Metadata Types are not functional.
Monitor Jobs
Can delete digital inventory. When

RESOURCE deleting the last item associated with a
Digital MANAGEMENT: bibliographic record, can also delete that
Inventory Institution
bibliographic record.
Operator Delete Digital / Library
Extended Inventory Must be combined with Digital Inventory
Operator.
RESOURCE
MANAGEMENT:
Manage Sets
Add Local Manages the institutions electronic
Electronic inventory, including adding local
Collection electronic collections, and local portfolios,
Electronic
managing electronic resource activation,
Add Local and creating and managing sets. When
Operator
Portfolio deleting the last item associated with a
Manage bibliographic record.
Electronic
Resource
Activation
Electronic RESOURCE Can delete electronic inventory. When Institution

Inventory MANAGEMENT: deleting the last item associated with a / Library

Accessible
Components

Delete bibliographic record.
Operator
Electronic
Extended Must be combined with Electronic
Inventory
Inventory Operator.
Enables adding inventory records to the

repository for the library and/or
institutions print materials, and creating
and managing sets.
A user cannot perform the following

functions for libraries outside his or her
RESOURCE defined scope: edit or withdraw an item
MANAGEMENT: from the physical items results on the
Physical Repository Search page, or edit,
Manage Exports withdraw, duplicate, toggle missing, open Institution
Inventory
predicted items, or bind items from the / Library
Operator Add Physical
Items List page. A role's scope has no
Item effect on physical inventory manipulation
performed by a batch job. As a result, at
an institution level, you must ensure that
the physical item changing jobs are run
only by users with higher privileges.
When deleting the last item associated
with a bibliographic record, can also
delete that bibliographic record.
Can delete physical inventory. When

RESOURCE deleting the last item associated with a
Physical MANAGEMENT: bibliographic record, can also delete that
Operator Delete Physical / Library
Extended Inventory Must be combined with Physical
Inventory Operator.
RESOURCE
MANAGEMENT: Manages institution and library
configurations related to inventory. When
Repository Manage Exports Institution
deleting the last item associated with a
Administrator / Library
Configuration bibliographic record, can also delete that
Menu
Manages authoritative inventory-related

Repository RESOURCE Institution
actions, including adding, editing and
Manager MANAGEMENT: / Library
deleting notes, creating and removing

Accessible
Components
Manage Sets
Manage Exports
Community
blocks, managing inventory operators,
Zone Updates
assigning e-resource activation to
Task List operators, managing inventory,
managing repository jobs, and adding,
Manage
editing, deleting, and linking inventory in
Electronic the MD Editor. When deleting the last
Resource item associated with a bibliographic
Activation record, can also delete that bibliographic
record.
ADMINISTRATION:
Run a Job
Monitor Jobs
RESOURCE
MANAGEMENT:
Manage Sets
Manage Exports
All Cataloging
Options
Manage Manages administrative aspects of
catalog management, including
Electronic cataloging configuration; can perform
Resource cataloging activities for bibliographic and
Catalog Activation holdings records, including adding and
Catalog Institution
Administrator monitoring import/export processes and
Start New creating and managing sets. When
Import deleting the last item associated with a
Monitor and bibliographic record.
View Imports
Resolve Import
Issues
Configuration
Menu
ADMINISTRATION:

Accessible
Components
Run a Job
Monitor Jobs
RESOURCE
MANAGEMENT:
Manage Sets
Manage Exports
All Cataloging
options
Manage
Electronic Manages the institution's catalog records,
including cataloging activities for
Resource
bibliographic and holdings records,
Catalog Activation adding and monitoring import/export
Institution
Manager Start New processes, and creating and managing
sets. When deleting the last item
Import associated with a bibliographic record,
Monitor and can also delete that bibliographic record.
View Imports
Resolve Import
Issues
ADMINISTRATION:
Run a Job
Monitor Jobs
RESOURCE
Performs cataloging activities for
MANAGEMENT:
bibliographic and holdings records only,
Manage Sets and creates and manages sets. When
Cataloger Institution
deleting the last item associated with a
All Cataloging bibliographic record, can also delete that
options bibliographic record.
Manages bibliographic records, holdings,

RESOURCE
and authority records. Can perform
Cataloger MANAGEMENT:
deletion on Cataloger activities. Institution
Extended
Delete Records
Must be combined with Cataloger.

Accessible
Components
Manage
Authorities
Enables an external application to call

the retrieve Analytics Object as XML
API
Web service. For details on this Web
Analytics Institution
service, see
Read
https://developers.exlibrisgroup.com/
alma/apis/soap/analytics.
Enables reading Alma fulfillment tables

when using the Alma Software
API Development Kit (SDK). For details on
Fulfillment APIs, see: Institution
Read
alma/apis
Enables an external application to call all

the fulfillment Web services. For details
API on APIs, see:
Fulfillment Institution
Write https://developers.exlibrisgroup.com/
alma/apis
Miscellaneous
API Infra the Infra API. For details on APIs, see:
Institution
Read https://developers.exlibrisgroup.com/
alma/apis
Enables creating a physical item label for

API Label printing when using the Get Label for
Printing Printing Web service. For details, see Institution
Read https://developers.exlibrisgroup.com/
alma/apis/soap/bib.

API
the Publishing MARC by MMS Id APIs.
Resource
For details on APIs, see: Institution
Management
Read
alma/apis

API User
the Get User Details Web service,
Information Institution
supplying the user name and password
Read
of a user with this role. For details on the

Accessible
Components
user management Web services, refer to

alma/apis/soap/user.
Enables an external application to call all

user management Web services,
API User supplying the user name and password
Information of a user with this role. For details on the Institution
Write user management Web services, refer to
alma/apis/soap/user.
RESOURCE
MANAGEMENT:
Manage Exports Enables creating, revising, and updating
Designs
ADMINISTRATION: Alma Analytics, and exposing analytics to Institution
Analytics
other staff operators
All Analytics
options
ACQUISITIONS:
Exchange Rates
Report
Configuration
Menu
RESOURCE
MANAGEMENT:
Manage Exports
General
Configuration Acts as overall manager of all Alma
System Institution
system configurations
Administrator Menu
FULFILLMENT:
Create
Fulfillment Sets
Bulk Change
Due Dates
View Restore
Request Jobs

Accessible
Components
View Overdue
and Lost Loan
Jobs
Configuration
Menu
ADMINISTRATION:
All Processes
and Sets
options
Find and
Manage Users
Load Desk/
Department
Operators
User
Management
Configuration
Configuration
Menu
General
Configuration
Configuration
Menu
Monitor Jobs
Run a Job
ADMINISTRATION:
General
Letter Configuration Manages letter configurations, such as
Institution
Administrator Letter Activity and Letter processes
Configuration
Menu
Enables writing and updating Alma tables

SDK Write when using the SDK (Alma Software Institution
Development Kit) for APIs.

Managing Circulation Desk Operators
Circulation desk operator roles can be deleted, exported, or imported in Alma using batch jobs. For example, you
can export a list of existing users, modify the list, and reimport it into Alma to streamline ongoing patron role
assignments. This is often useful when managing a high turnover of part time or temporary student workers in the
library.
Before choosing the Delete or Import options, you must prepare the necessary Excel files that contain details of
the circulation desk operator roles you want to delete or import. For details of the structure of the Excel file, see
Creating Excel Files for Import or Deleting Circulation Desk Operators.
To manage circulation desk operators:
1. On the Load Desk Operators page (Administration > User Management > Load Desk/Department
Operators), click Add Job. The Add Job page appears.
Add Job Page
2. Select the type of operation you want to run (Delete, Export, or Import). The Add Job page refreshes with
different fields according to your selection.
If you select Delete or Import, the Add Job page refreshes as follows.
Add Job Page Delete or Import Option
If you select Export, the Add Job page refreshes as follows.

Add Job Page Export Option
The fields shown in the above image appears after completing step a and step b in step below.
3. If you selected Delete or Import:
a. Click (Browse) and select the Excel file you want to delete or import.
b. Click Update. The batch job runs and is listed on the Load Desk Operators page.
c. Continue with step 4.
If you selected Export:
a. From the Library drop-down list, select the library from which you want to export circulation desk operators.
The Add Job page refreshes to show the Desk drop-down list.
b. From the Desk drop-down list, select the desk from which you want to export circulation desk operators.
c. Click Export. The Opening File Export dialog box appears.
Opening Export File Dialog Box
d. Select whether you want to Open or Save the export file. If you select to save the file, it is saved in your
default downloads folder. If you select to open the file, Excel opens, displaying the export file records as
shown in the following example.

Example of Exported Circulation Desk Operators
At the same time, details of the batch job are added to the Load Desk Operators page.
4. Click Back. The Load Desk Operators page appears, showing a new batch job added to the list of jobs.
To view the job details, select Actions > View for the job whose details you want to view.
The following is an example of a job report with no exceptions (failures).
Job Report Page No Exceptions
The following is an example of a job report with exceptions (failures).

Job Report Page With Exceptions
To view the job events, on the Load Desk Operators page, select Actions > Events for the job whose events you
want to view.
The following is an example of an events report.
Events Report Page
Creating Excel Files for Import or Deleting Circulation Desk Operators
Before importing or deleting circulation desk operators in Alma, you must create an Excel file with the appropriate
details of the circulation desk operators to be deleted or imported.
The Excel file must have the extension .xls.
Files with the .xlsx extension are not currently supported.
The Excel file must have the following column headings in row 1, columns A through E:
User Identifier
Role Type
Library Code
Expiry Date
Desk Code

Enter the information for each circulation desk operator in the appropriate columns from row 2 and onward.
The following is an example of an Excel file created for importing or deleting.
Example of Delete/Import Excel File
To create an Excel file for deleting circulation desk operators:
1. Export all the circulation desk operators for a particular library and desk to an Excel file.
2. Edit the Excel file by removing all the circulation desk operators you do not want deleted.
3. Save the file and use it as the deletions file as described in step a.
To create new circulation desk operators based on existing circulation desk operators:
1. Export the existing circulation desk operators to an Excel file.

2. Edit the file by removing any excess records of operators you do not want to import.
3. Save the file and import it as described in step a.
Roles Managed at the Library Level
The following roles can be managed at the library level:

Circulation Desk Manager
Circulation Desk Operator
Circulation Desk Operator - Limited
Collection Inventory Operator
Collection Inventory Operator Extended
Course Reserves Manager
Course Reserves Operator
Deposit Manager
Deposit Operator

Deposit Operator Extended
Digital Inventory Operator
Digital Inventory Operator Extended
Electronic Inventory Operator
Electronic Inventory Operator Extended
Fulfillment Services Manager
Fulfillment Services Operator
Instructor
Invoice Manager
Invoice Operator
Patron
Physical Inventory Operator
Physical Inventory Operator Extended
Purchasing Manager
Purchasing Operator
Receiving Operator
Receiving Operator Limited
Repository Administrator
Repository Manager
Requests Operator
Resource Sharing Partners Manager
Vendor Manager
Work Order Operator

Managing User Roles

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Managing User Roles

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Managing User Roles

See also Configuring Role Profiles and Configuring Job Categories.

Adding Roles to Users

You add a role to a user by:

To add roles to a user:

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Click Add from Profiles. The Profiles List page appears.

Profiles List Page

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Editing Roles Assigned to Users

To edit a role assigned to a user:

User Details Page

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If you reduce a user's scope to library-level from institution-level, or remove a library-level

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Removing Roles from Users

You can remove roles assigned to a user.

To remove roles from users:

User Roles Descriptions and Accessible Components

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RESOURCE Manages copy ledger, rollover jobs, and

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New for ACQUISITIONS:

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Can delete PO lines.

Manages the arrival of both physical and

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Selector Delete Patron

ACQUISITIONS: Manages electronic resource trials and

Trial An individual invited to participate in an

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Manages circulation desk actions, such

Manages circulation desk actions, such

To configure this role for multiple

FULFILLMENT: Has Circulation Desk Operator privileges,

Course Manage Exports

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Course Manage Exports

Fulfillment Manages the librarys authoritative

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USER Receives services from the specified

Requests RESOURCE Manages the request fulfillment steps,

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Manages resource sharing partners, to

Can create and edit any sub-collection

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RESOURCE Can create and edit top level collections,

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Can delete digital inventory. When

Electronic RESOURCE Can delete electronic inventory. When Institution

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bibliographic record, can also delete that

Enables adding inventory records to the

A user cannot perform the following

Can delete physical inventory. When

Manages authoritative inventory-related

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