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Purpose:

Define processes and roles for creating new users

Description:

All users in FOLIO require permissions to authorize their work in FOLIO modules.  The maintenance of permissions and users permissions is an ongoing process.

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  • User Three is the name of the permission set that grants users the ability to assign permissions to other users

  • Admin” permission sets are top level permission sets that end with “Admin”  They allow changes to tenant level configuration

  • Student Worker is a set with no permissions, but enables local administrators to identify users who have been given permissions as student workers

Scope:  Assigning permissions to users through the Users FOLIO module

Roles:

Five Colleges Library System Coordinator (FCLSC):  

  • Maintain permission sets so that they offer the same level of access through FOLIO upgrades

  • With the input of Five College FOLIO Committees, update permission sets to meet current needs

  • Assign User Three permission set to designated local user administrators

  • Manage FOLIO integration users

FOLIO Local User Administrators:

  • Grant appropriate permission sets to library staff and student workers

  • Remove permissions from library staff and student workers as the leave or take different roles

Policies for Assigning Permission Sets

  • Users are to be assigned permission sets

    • Individual permissions may change in releases. If a user is assigned individual permissions, permissions cannot be managed as a group

  • The User Three permission set is assigned only to designated FOLIO Local user administrators

    • FOLIO Local user administrators may not grant the User Three permission set to other users

  •  Admin sets are not to be assigned to users

    • Admin sets contain options to modify tenant level settings

    • Admin sets may be assigned by the FCLSC to users on a temporary basis for individual projects

  • FOLIO permissions are never to be granted to an unaffiliated user

  • Users should be assigned permission sets needed to perform their assigned work. Users should not be granted sets beyond what they need

  • FOLIO integration users are created and given permissions by the FCLSC

  • Student workers are to be assigned the “Student Worker” permission set for easy identification