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Collection Manager account roles

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If your institution has access to Collection Manager (in the WorldShare Metadata tab), the Collection Manager roles are relevant to your individual account.

WorldShare Admin

For more information about roles and managing accounts, see WorldShare Admin, User management.

To view all available WorldShare roles, see WorldShare Admin, Roles.

Roles

  • Collection Manager Admin
  • Collection Manager Reports Viewer
  • Collection Manager Supervisor 
  • Collection Manager Staff

Collection Manager roles and descriptions

Role Description
Everyone

This check box must remain selected.
Collection Manager Admin

Staff members with this role can:

  • Create, edit, and delete other user accounts
  • Create, edit, and view data sync collections
  • Perform all tasks in Collection Manager
  • Access OCLC Service Configuration

 Note: If your institution has access to Record Manager, the staff member can perform all tasks in Record Manager.
Collection Manager Reports Viewer Staff members with this role can run WorldCat knowledge base reports from the Analytics module.
Collection Manager Supervisor 

Staff members with this role can:

  • Perform all tasks in Collection Manager but cannot manage other user accounts
Collection Manager Staff

Staff members with this role:

  • Have read-only access but cannot perform tasks in Collection Manager or manage other user accounts

Collection Manager role comparison

Action Roles
Collection Manager Admin Collection Manager Staff Collection Manager Supervisor
Access OCLC Service Configuration x    
Access your institution’s holdings. x x x
Activate a vendor for use within both Acquisitions and Licenses. x   x
Assign roles to other users. Create a user that automatically has the Everyone role assigned. x    
Create users, regardless of module (Circ, Acq, etc.) x    
Create a data sync collection. x    
Create a vendor. x   x
Delete users. x    
Edit a data sync collection. x    
Edit vendor data for your library only. x x x
Enables visibility of the Metadata tab and its components (Manage Records, Manage Collections, My Apps) x x x
Upload and Download files from My Files. x x x
Find a vendor. x x x
Modify your institution’s configuration settings. x   x
Modify your institution’s holdings. x   x
Perform all operations, including assigning roles to users. x    
Publish a vendor to all libraries. x   x
Read information about users, regardless of module (Circ, Acq, etc.) x    
Read information about self via WorldCat Local/Discovery. x    
Remove a vendor from your list of active partners (in Acquisitions or License Manager). x   x
Retrieve and view users. x    
The security context contains all the information about a given user (especially what actions they can perform). This permission allows the user to perform actions on behalf of another user (patron). x    
Update information about other users, regardless of module (Circ, Acq, etc.) x    
Update information about self via WorldCat Local/Discovery. x    
Update institution configuration information relating to authentication and authorization. x    
Use the Forgot Password feature to get a new password. x    
View data sync collections.      
View information about a user’s accounts. In some circumstances, this may include identifying information about accounts external to OCLC (e.g. where OCLC receives periodic patron updates from an external system, or where authentication is managed by an external system). x  
View My Library and export data. x x x
View a vendor. x x x

Analytics

See Reports and Report Designer roles for a list of available standard reports and associated roles.