Merge roles and scopes when assigning two profiles to one user
The paradigm, or model, that we chose for role assignment was to group roles into profiles named for departments. Our profiles have names like Tech Serv Manager Profile, Pub Serv Staff Profile, etc.
Linda Hall Library has three circ desks. Managers have been given roles which allow them to operate at the appropriate desks (Pub Serv Manager Profile has Circulation Desk Operator configured for Courtesy Desk and Main Circ and Rare Books Manager Profile has Circulation Desk Operator configured for Main Circ and Rare Book Room Circ). Similarly, we have two different work order departments, and managers' roles are scoped accordingly (Pub Serv Manager Profile has Work Order Operator configured for Digitization and Preservation and Rare Books Manager Profile has Work Order Operator configured for Digitization).
We have one staff member who is overseeing both departments, so we thought we could assign her the Pub Serv Manager Profile and the Rare Books Manager Profile. But Alma balks at assigning two of the same roles to one person, and refuses to add the roles/desks in both profiles... we have to edit this user manually every time we update her roles via profile (the other option would be to scope all roles to be inclusive of all possible service units).
We reported this in Salesforce, but were told it was outside the scope of the product. I believe Alma should handle this more elegantly.
Natasha Stephan
shared this idea
Hello All,
This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.
This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.
We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.
Alma Product Team
-
Deborah Fitchett
commented
I'd include in this merging expiry dates (probably with the date farthest in the future "winning").