How to assign roles to users

1. On the left navigation, under User Management, select an index from the Limit search to list.
2. Enter your search terms. You must enter at least two characters for the search to return results.
3. Click Search or press <Enter>.
4. From the search results, click a user name to open the record.

Available search indexes - Table

Límite	Descripción
Name, ID, Email	Search terms entered for this index return results based on the following: Name: Last name, First name, Middle name, or preferred name ID: Barcode, User ID at Source, ILL Identifier, or PPID Email Address: Email address located in the Library Record area of the Basic User Data accordion for the user  Values searched upon for the name and email address in the Name, ID, Email index may generate slightly different results than the individual Name and Email index.
Identifier (default)	The circulation barcode, ILL identifier, User ID at Source, and PPID
Name	Contents of the First Name, Middle Name, or Last Name
Barcode	Barcode (ID number) of the user. Barcodes are case-sensitive when searching for users.
User ID at Source	The ID of the patron in an external system (e.g. ILS, PeopleSoft, Banner, CAS)
ILL Identifier	A unique identifier for the user in the Tipasa system. It may be the user's library barcode
Email Address	Email address of the user
Phone Number	Phone number of the user
Street Address	Address of the user (e.g. house number, street name)
City	City of the user's address
State/Province	State or province of the user's address
Postal Code	Postal code (e.g. zip code) of the user's address
Search all institutions in your group	Note: This option is only available if you are part of a WMS group. Deselect the check box to search for users from your institution. When the check box is selected, users across all institutions in your group will be shown. You cannot edit users that are not from your institution.

1. In the user account, expand the Roles accordion.
2. Within the Roles accordion, click Edit (on the far right).
3. Select the appropriate roles.
   • For more information on the actions users can perform with individual roles, see Roles
   • All accounts must have the Everyone role assigned. The Everyone role is included automatically and should not be removed
4. Click Save.

 Notes: 

• If a new or existing user needs access to a particular WorldShare module, the role can only be assigned by another user with the module's Admin role. 
  • For example, WorldShare ILL roles can only be assigned by another user with the WorldShare ILL Admin role. 
• For a user to be able to assign every role in WorldShare, they must have all of the Admin roles assigned to their account.