StaffGuide: Alma / Primo

Alma User Profiles

A User Role Profile is a collection of user roles grouped according to job functions that can be assigned to a user in a single action. Role profiles make it easy to automatically add a standard list of roles to a user when adding a new user.

On the Onboarding form, select the lowest-level profile when choosing a profile for a new employee or one who is changing positions. Request additional roles if needed in the text field.

If this User needs manager or E-Resources+ Specialist permissions, select the basic and manager/ E-Resources+ Specialist levels if available.

If you have any questions, please don't hesitate to put in a Help Desk Ticket.

Acquisitions Manager

Includes all Acquisitions Specialist roles plus the following:

  • Acquisitions Administrator
  • Catalog Administrator
  • Fiscal Period manager
  • Fund Manager
  • Ledger Manager
  • License manager
  • Purchasing Manager
  • Trial Operator

Acquisitions Specialist

  • Cataloger
  • Cataloger Extended
  • Catalog Manager
  • CDI Inventory Operator
  • Chat with Support
  • Circulation Desk Operator – Limited
  • Designs Analytics
  • Fund-Ledger Viewer
  • Invoice Operator
  • Invoice Manager
  • Invoice Operator Extended
  • License Manager
  • Physical Inventory Operator
  • Physical Inventory Operator Extended
  • Purchase Request Operator
  • Purchase Request Operator Extended
  • Purchase Request Manager
  • Purchasing Operator
  • Purchasing Operator Extended
  • Receiving Operator
  • Requests Operator
  • Rialto Manager
  • Rialto Purchaser
  • Trial Manager
  • Trial Participant
  • Usage Data Operator
  • Vendor Account Manager
  • Vendor Manager

Cataloger

  • Cataloger
  • Cataloger Extended
  • Physical Inventory Operator
  • Physical Inventory Operator Extended

Cataloger Manager

Includes all the Cataloger roles plus the following:

  • Catalog Administrator - Read Only
  • Catalog manager
  • Designs Analytics
  • Electronic Inventory Operator
  • Electronic Inventory Operator Extended
  • Receiving Operator
  • Repository ManageR

Circulation Basic - Chem

  • Circulation Desk Operator (Chemistry and Biochemistry Library)
  • Physical Inventory Operator
  • Requests Operator (Chemistry and Biochemistry Library)

Circulation Basic Account – FAL

  • Circulation Desk Operator (Fine Arts Library)
  • Physical Inventory Operator (Fine Arts Library)
  • Requests Operator (Fine Arts Library)

Circulation Basic Account – Main

  • Circulation Desk Operator (Main Library)
  • Fulfillment Services Operator
  • Physical Inventory Operator
  • Requests Operator (Main Library)
  • Work Order Operator (Main Library) LINX Circulation Desk

Circulation Manager-Main

Includes all the Circulation Basic Account - Main roles plus the following:

  • Circulation Desk Manager (Main Library)
  • Fulfillment Administrator - Read only
  • Fulfillment Services Manager
  • Letter Administrator – Read only
  • User Administrator – Read only

Circulation Basic Account – Physics

  • Circulation Desk Operator (Physics Library)
  • Physical Inventory Operator
  • Requests Operator (Physics Library)

Course Reserves Basic-Main

  • Circulation Desk Manager
  • Physical Inventory Operator
  • Physical Inventory Operator Extended (Main Library)

Course Reserves Manager-Main

Includes all the course Reserves Basic - Main roles plus the following:

  • Fund-Ledger Viewer (Main Library)

 

Digital Services Basic

  • Fund-Ledger Viewer
  • Selector
  • Work Order Operator

Fulfillment Operator Basic

  • Circulation Desk Operator (Main Library)
  • Fulfillment Services Operator
  • Requests Operator (Main Library)

Fulfillment Operator Lead

Includes all the Fulfillment Operator Basic roles plus the following:

  • Circulation Desk Manager (Main Library)
  • Fulfillment Services Manager
  • Physical Inventory Operator
  • Physical Inventory Operator Extended

E-Resources Specialist

  • Cataloger Extended
  • Catalog Manager
  • Cataloger
  • CDI Inventory Operator
  • Chat with Support
  • Designs Analytics
  • Electronic Inventory Operator
  • Electronic Inventory Operator Extended
  • Fund-Ledger Viewer
  • License Manager
  • Receiving Operator
  • Rialto Purchaser
  • Rialto Manager
  • Trial Manager
  • Trial Participant
  • Usage Data Operator

E-Resources+ Specialist

Includes all the E-Resources Specialist roles plus the following:

  • Invoice Operator Extended
  • Invoice Manager
  • Invoice Operator
  • Purchase Request Manager
  • Purchase Request Operator
  • Circulation Desk Operator - Limited
  • Purchasing Operator Extended
  • Requests Operator
  • Purchasing Operator
  • Purchase Request Operator Extended
  • Physical Inventory Operator Extended
  • Physical Inventory Operator

Linx Manager

  • Circulation Desk Manager (Main Library)

Resource Sharing – Basic

  • Circulation Desk Operator (Main Library)
  • Circulation Desk Operator (Resource Sharing)
  • Fulfillment Services Operator
  • Physical Inventory Operator (Main Library)
  • Physical Inventory Operator (Resource Sharing)
  • Requests Operator (Main Library)
  • Requests Operator (Resource Sharing)
  • Work Order Operator (Main Library) LINX, Circulation Desk

Resource Sharing Manager

Includes all the Resource Sharing Basic roles plus the following:

  • Cataloger
  • Cataloger Extended
  • Circulation Desk Manager (Resource Sharing)
  • Circulation Desk Manager (Main Library)
  • Fulfillment Services Manager
  • Fulfillment Administrator
  • Purchase Request Operator
  • Resource Sharing Partners Manager

Selector/Subject Librarian/Graduate Assistant Basic

  • Fund-Ledger Viewer
  • Selector

Special Collections Basic

  • Circulation Desk Operator (Special Collections)
  • Physical Inventory Operator (Special Collections)
  • Physical Inventory Operator Extended (Special Collections)
  • Requests Operator (Special Collections)
  • Work Order Operator (Special Collections)

Stacks Basic

  • Circulation Desk Manager (Main Library)
  • Physical Inventory Operator (Main Library)
  • Physical Inventory Operator Extended
  • Receiving Operator
  • Repository Administrator – Read only

Stacks Manager

Includes all the Stacks Basic roles plus the following:

  • Fulfillment Administrator – Read only