License Manager roles

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Find the WorldShare License Manager authorization roles available in the Admin module and compare the actions available for each role.

Roles

License Manager Admin
License Manager Reports Viewer
License Manager Staff
License Manager Supervisor

License Manager roles and descriptions

Role	Description
Everyone	This check box must remain selected.
License Manager Admin	Staff members with this role can: Perform all tasks in License Manager Create, edit, and delete other user accounts View and run License Manager reports from the Analytics module Use Collection Manager to create and edit e-resource collections via knowledge base collections Access OCLC Service Configuration
License Manager Reports Viewer	Staff members with this role can view and run License Manager reports from the Analytics module.
License Manager Supervisor	Staff members with this role can: Perform all tasks in License Manager
License Manager Staff	Staff members with this role: Have read-only access but cannot perform tasks in License Manager or manage other user accounts

License Manager role comparison

Action	Roles
Action	License Manager Admin	License Manager Staff	License 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
Add comments to a license.	x		x
Assign roles to other users. Create a user that automatically has the Everyone role assigned.	x		x
Browse licenses.	x	x	x
Create users, regardless of module (Circ, Acq, etc.)	x		x
Create a vendor.	x		x
Delete comments.	x		x
Delete users.	x		x
Edit comments.	x		x
Edit a license.	x		x
Edit public vendors (indicated by globe icon) and the public data for this Vendor, including name, country, etc.	x
Edit a template.	x		x
Edit vendor data for your library only.	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		x
Publish a vendor to all libraries.	x		x
Read information about self via WorldCat Local/Discovery.	x		x
Read information about users, regardless of module (Circ, Acq, etc.)	x	x	x
Remove a vendor from your list of active partners (in Acquisitions or License Manager).	x		x
Retrieve and view users.	x		x
Schedule automatic and manual harvests of usage data.	x		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		x
Send a one-time alert to any user.	x		x
Subscribe to Alerts (configure alerts in the Admin module).	x		x
Trial Licenses button	x		x
Update information about other users, regardless of module (Circ, Acq, etc.)	x		x
Update information about self via WorldCat Local/Discovery.	x		x
Update institution configuration information relating to authentication and authorization.	x		x
Use the Forgot Password feature to get a new password.	x		x
Use a template to create a new license.	x		x
View, claim, unclaim, and delete alerts in the menu bar.	x	x	x
View all templates.	x		x
View the configuration settings for automatic harvests.	x	x	x
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		x
View a license.	x	x	x
View My Library and export data.	x	x	x
View the results of an automatic and manual harvest.	x	x	x
View trial license survey results	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.