Related product I-Share

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

Named Users

Named User Frequently Asked Questions (FAQ)

Best Practice Recommendations for Named Users in I-Share

Best Practice Recommendations for Creating Generic User Accounts in Alma

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

CARLI Named User Management - recorded Sept. 1, 2021 (24:23) - this was an updated version of the Aug. 26, 2021 Office Hours presentation on Named Users.

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