User Management - Logins, Roles, Named Users, SIS, Authentication

Logins

Alma Test Load: Setting up Library Staff Users - This documentation includes some extraneous information about the Alma Test Load, but the process of setting up a new staff user remains the same.

Changing Internal Users Passwords in Bulk (In Progress)

Community Users in Alma and Primo VE - Includes options and best practices for managing community user accounts

Roles

Alma Test Load: Setting up Library Staff Users - This documentation includes some extraneous information about the Alma Test Load, but the process of setting up a new staff user remains the same.

Ex Libris Alma - Managing User Roles

Assigning Roles and Permissions for Alma Analytics

Named Users

Named User Frequently Asked Questions (FAQ)

Best Practice Recommendations for Named Users in I-Share

How to Identify Named Users in Alma

How to Deactivate Named User Accounts in Alma

Best Practice Recommendations for Back-Up Admin Accounts in Alma for I-Share Institutions using Single Sign-on

Updated- CARLI Named User Management - recorded July 13, 2023 (28:13) - Office Hours

Student Information Systems (SIS)

Getting Started with SIS Synchronization in Alma

How to Create an S/FTP Definition in Alma

SIS Synchronization Troubleshooting

CARLI's SIS Validator Tool

I-Share Mandatory Fields for User Records in Alma

Importance of Preferred Addresses

Patron Extract Resources

User Purge and Anonymization

User Purge Practices

User Configuration

Create a New User Group

Setting a User Group as not I-Share Eligible

Authentication

Alma Authentication

Open Athens and CARLI Libraries

How-To: Create a desktop shortcut to your Alma login URL

User Management Reports

Revised February 12, 2025