1 Certification Program User Management 01 - Roles
22 Copyright Statement All of the information and material inclusive of text, images, logos, product names is either the property of, or used with permission by Ex Libris Ltd. The information may not be distributed, modified, displayed, reproduced – in whole or in part – without the prior written permission of Ex Libris Ltd. TRADEMARKS Ex Libris, the Ex Libris logo, Aleph, Alma, SFX, SFXIT, MetaLib, DigiTool, Verde, Primo, Voyager, MetaSearch, MetaIndex and other Ex Libris products and services referenced herein are trademarks of Ex Libris, and may be registered in certain jurisdictions. All other product names, company names, marks and logos referenced may be trademarks of their respective owners. DISCLAIMER The information contained in this document is compiled from various sources and provided on an "AS IS" basis for general information purposes only without any representations, conditions or warranties whether express or implied, including any implied warranties of satisfactory quality, completeness, accuracy or fitness for a particular purpose. Ex Libris, its subsidiaries and related corporations ("Ex Libris Group") disclaim any and all liability for all use of this information, including losses, damages, claims or expenses any person may incur as a result of the use of this information, even if advised of the possibility of such loss or damage. © Ex Libris Ltd., 2014
33 Introduction This session is for: General System Administrator User Administrator Listen to Overview recording, other training Follow along in your sandbox Note questions: Online Help
44 Roles and Scopes Templates and Rules User Record Types User Groups and Job Categories User Record Type Mappings User Name Display Session Review Agenda
55 Roles
66
77
88
99 Scopes
10 Scopes
11 Scopes
12 Scopes
13 Scopes
14 Roles
15 Roles
16 Roles
17 Roles
18 Roles
19 Roles
20 Roles
21 Roles
22 Roles
23 Roles
24 Roles
25 Roles
26 Roles
27 Roles
28 Roles
29 Role Templates
30 Role Templates
31 Role Templates
32 Role Templates
33 Role Templates
34 Role Templates
35 Role Templates
36 Role Templates
37 Role Templates
38 Role Templates
39 Role Templates
40 Role Templates
41 Role Templates
42 Role Templates
43 Role Templates
44 Role Templates
45 Role Templates
46 Role Templates
47 Role Templates
48 Role Templates
49 Role Templates
50 Role Templates templates are not dynamic no link to users changes to templates don’t effect users
51 Roles and Scopes Templates and Rules User Record Types User Groups and Job Categories User Record Type Mappings User Name Display Session Review Agenda
52 Role Assignment Rules
53 Role Assignment Rules
54 Role Assignment Rules
55 Role Assignment Rules
56 Role Assignment Rules
57 Role Assignment Rules
58 Role Assignment Rules
59 Role Assignment Rules
60 Role Assignment Rules
61 Role Assignment Rules
62 Role Assignment Rules
63 Role Assignment Rules
64 Role Assignment Rules
65 Role Assignment Rules
66 Role Assignment Rules
67 Role Assignment Rules
68 Role Assignment Rules
69 Role Assignment Rules
70 Role Assignment Rules
71 Role Assignment Rules
72 Roles and Scopes Templates and Rules User Record Types User Groups and Job Categories User Record Type Mappings User Name Display Session Review Agenda
73 User Record Type
74 User Record Type
75 User Record Type
76 User Record Type
77 User Record Type
78 User Record Type
79 User Record Type - Mandatory Fields
80 User Record Type - Mandatory Fields
81 User Record Type - Mandatory Fields
82 User Record Type - Mandatory Fields
83 User Record Type - Mandatory Fields
84 User Record Type - Mandatory Fields
85 User Record Type - Mandatory Fields
86 User Record Type - Mandatory Fields
87 User Record Type - Mandatory Fields
88 Roles and Scopes Templates and Rules User Record Types User Groups and Job Categories User Record Type Mappings User Name Display Session Review Agenda
89 User Groups
90 User Groups
91 User Groups
92 User Groups
93 User Groups
94 User Groups
95 User Groups
96 User Groups
97 User Groups
98 Role Templates
99 User Groups
100 User Groups
101 User Groups
102 User Groups
103 User Groups
104 User Groups
105 User Groups
106 User Groups
107 Roles and Scopes Templates and Rules User Record Types User Groups and Job Categories User Record Type Mappings User Name Display Session Review Agenda
108 User Record Type Mappings – User Group
109 User Record Type Mappings – User Group
110 User Record Type Mappings – User Group
111 User Record Type Mappings – User Group
112 User Record Type Mappings – User Group
113 User Record Type Mappings – User Group
114 User Record Type Mappings – User Group
115 User Record Type Mappings – User Group
116 User Record Type Mappings – User Group
117 User Record Type Mappings – User Group
118 Roles and Scopes Templates and Rules User Record Types User Groups and Job Categories User Record Type Mappings User Name Display Session Review Agenda
119 Job Categories
120 Job Categories
121 Job Categories
122 Job Categories
123 Job Categories
124 Job Categories
125 Job Categories
126 Job Categories
127 Job Categories
128 Job Categories
129 Roles and Scopes Templates and Rules User Record Types User Groups and Job Categories User Record Type Mappings User Name Display Session Review Agenda
130 User Record Type Mappings – Job Categories
131 User Record Type Mappings – Job Categories
132 User Record Type Mappings – Job Categories
133 User Record Type Mappings – Job Categories
134 User Record Type Mappings – Job Categories
135 User Record Type Mappings – Job Categories
136 User Record Type Mappings – Job Categories
137 User Record Type Mappings – Job Categories
138 User Record Type Mappings – Job Categories
139 User Record Type Mappings – Job Categories
140 Roles and Scopes Templates and Rules User Record Types User Groups and Job Categories User Record Type Mappings User Name Display Session Review Agenda
141 User Name Display
142 User Name Display
143 Job Categories
144 User Name Display
145 User Name Display
146 User Name Display
147 User Name Display
148 User Name Display
149 User Name Display
150 User Name Display
151 Session Review Users and user roles parameters configuration: Roles Scopes Role Templates Role Assignment Rules User Record Types User Name Display
152 Thank You!