User Management Activities

This section describes how to configure the various user management functions. See Alma Glossary for definitions of these functions. Note that some configuration changes in User Management impact other functional areas. Consider the impact on other functional areas before making changes to existing configurations.

The following table lists the configuration options.

For a full reference of all the code tables provided with Alma, see Alma Code Table Reference.

Configuration Options

Section	Configuration Item	Configuration Level	See
Roles and Registration	Profiles	Institution/Library	Configuring Role Profiles
	Role Assignment Rules	Institution/Library	Configuring Role Assignment Rules
	User Registration Rules	Institution/Library	Configuring User Registration Rules
	Roles Report	Institution	Roles Report
	Privileges Report	Institution	Privileges Report
Mandatory Fields	Public	Institution	Configuring Patron Information
	Staff	Institution	Configuring Patron Information
	External Contacts	Institution	Configuring Patron Information
User Details	User Groups	Institution	Configuring User Groups
	User Record Type/User Group	Institution	Mapping User Groups to User Record Types
	Job Categories	Institution	Configuring User Job Categories
	User Record Type/Job Category	Institution	Mapping Job Categories to User Record Types
	User Name Display	Institution	Configuring the Display of User's Names
	Statistical Categories	Institution	Configuring Statistical Categories for Analytics
	Category Types	Institution	Creating Statistical Category Types
	Statistical Categories/Types	Institution	Mapping Statistical Categories to Category Types
	User Titles	Institution	Configuring User Titles
	Library Notices Opt-In	Institution	Configuring Library Notices Opt-In
Patron Charges	Fines/Fees Behavior	Institution	Configuring Fines/Fees Behavior
	Reasons for Waiving Fine/Fee	Institution	Configuring Reasons for Waiving Fines/Fees
	Fines/Fees Notification Profiles	Institution	Configuring Fines/Fees Notifications
	Bursar Transaction IDs	Institution	Configuring Bursar Transaction IDs
General	Other Settings	Institution	Configuring Other Settings
	User ID Generation	Institution/Library	Configuring User ID Generation
	Delete User Policy	Institution/Library	Configuring User Deletion
	User Notification Types	Institution	Configuring User Notification Types
	Contact Information Pop-Up	Institution	Configuring User Information for Pop-ups
	Manage Operator Details Visibility	Institution	Configuring Users' Ability to View Operators' Details
	Record Last Patron Activity Date	Institution	Configuring Last Patron Activity Date
Collaborative Networks (Fulfillment Networks)	Linked Account Rules	Institution/Library	Configuring Linked Account Rules
	Restricted Users	Institution/Library	Configuring Restricted User Groups
	Searchable Identifiers	Institution	Configuring Searchable Identifiers
	Linked Account Shared Fields	Institution	Configuring Linked Account Shared Fields