WorldShare Admin
When you subscribe to a WorldShare service, you can manage your user accounts and alert messages using the Admin module. You must have one of the Administrative roles assigned to your account in order to access the Admin module.
See how to Add services and manage staff accounts.
- Get started
- Get started with the WorldShare Admin tab.
- Account Info
- The Account Info section contains information related to your WMS or third-party authentication method. Account Info is updated every time you ingest user data.
- Additional Info
- The Additional Info section contains information about the user that was entered in the additionalInfo attribute of the XML file that was created as part of the data ingest process.
- Alerts Management
- Alerts are messages that can be sent to users within the WorldShare interface. If you use WorldShare Circulation or WorldShare License Manager, you can configure predefined alerts to be sent to users when a specific action occurs within the system.
- Basic User Data
- In the Basic User Data section, you can enter personal, contact, and circulation information about your users.
- Custom Data
- The Custom Data section contains four fields that can be used to store additional institution-specific information about the user. If you use WorldShare Circulation, the Custom Data fields will also appear in the patron's account in the Custom Data section of the Profile tab.
- Diagnostics
- The Diagnostics section contains old barcodes and information about the staff member who created the user account and the staff member who last modified the user account.
- Roles
- Find descriptions of available roles. Roles determine what actions users can perform in the system. The roles that you see in your Admin module may vary according to your own roles or the products your library subscribes to.
- User Management
- Use the Admin module to manage user accounts. Users may consist of staff, patrons, or both. If you use WorldShare Circulation, you will see both patron and staff accounts in the Admin module. Any patron accounts that you create in the Circulation module can also be accessed in the Admin module.
- Troubleshooting
- Find frequently asked questions (FAQ), instructions on how to complete specific tasks (How-to), and troubleshooting steps (Troubleshooting).
- Accessing the OCLC Service Configuration when you cannot assign the necessary roles
- Are WorldShare usernames or email addresses case sensitive?
- Authentication error Status Code: 999 at login
- A staff member has left. How do I delete their account and will their work be lost?
- Can a user with the User Admin role assign all roles in WorldShare?