Provide administrator the ability to make and edit "Role" and "Institution" options.
Currently, administrator can not make and edit options for "Role" and "Institutions" which is selected when user create their accounts. This makes it inconvenient for administrator to manage their user and usage stats.

I am happy to update this feature was released in the May 2021 RefWorks monthly release. For more details refer to the release notes: https://knowledge.exlibrisgroup.com/RefWorks/Release_Notes/RefWorks_Release_Information/070_2021_RefWorks_Release_Information
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On Refworks legacy it was possible to change the default profile information (roles, institutions and focus areas).
I would like to be able to do so on Refworks new. -
Anonymous commented
Our library is shared between a College and University. The University has access to RefWorks and the College does not. The College programs (like Aviation, Culinary Arts) are listed in the University's program dropdown menu and not only am I not able to change this in an admin portal, RefWorks/ExLibris says they are unable to make any changes either:
"Okay so you are talking about the Area of focus and Role drop down menus used during account setup and found in the settings area. There is an issue hear, neither support or dev can update these as this point without programatic changes to the software. I would ask that you add your comment and vote to the forum item at https://ideas.exlibrisgroup.com/forums/909445-refworks/suggestions/36369274-provide-administrator-the-ability-to-make-and-edit . The suggestions made here are used by the management and development team to chart future product development." Rich Hagala – Support Analyst, Senior
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Darcy Del Bosque commented
We have this exact problem: Our institution has added new schools/departments, and we are unable to modify the Area of Focus field to reflect the changes and delete those selections that are no longer valid. As a result, we are not collecting useful and reliable data about our users, and users are unable to select their appropriate affiliation. In addition, support has stated that they are unable to help with updating these fields until a general update has been made to the program.
Please consider adding this option back in. Our fields were once customized and now we are unable to modify them to reflect our current state.
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Anonymous commented
We are from an international secondary school using Refworks. When our users (students and teachers) who create their accounts in Refworks, they cannot find a role that is suitable for them. Could I suggest to simply add 2 roles (student and teacher) to the existing categories or let the school admin to create our own roles and hide the others. This will facilitate the account creating process and make the users think they are inclusive. More importantly, we can generate an accurate usage statistics by roles.
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Anonymous commented
Our institution has added new schools/departments, and we are unable to modify the Area of Focus field to reflect the changes and delete those selections that are no longer valid. As a result, we are not collecting useful and reliable data about our users, and users are unable to select their appropriate affiliation. In addition, support has stated that they are unable to help with updating these fields until a general update has been made to the program.
Please consider adding this option back in. Our fields were once customized and now we are unable to modify them to reflect our current state.
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Anonymous commented
Following a restructure we have been unable to add the new department to our list so it has become outdated very quickly.
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K.Clement commented
As a not-academic organization, the default roles and institution lists are useless for us. If we could customize, then we could get relevant info about users.
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Minami Ito commented
We hope to add/create new selections by admins of each institution.
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Anonymous commented
My priority would be option 2, as currently the selection options are very out of date for our institution and use American terminology which confuses some of our students. We would need to be able to remove or edit selection options as well so we can replace outdated roles. But option 1 would be helpful for cleaning up current data.
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Jana Machonska commented
Hello, I think both, administrator should have the possibility to add new roles and institutions which will be displayed when the user creates his/her account. And administrator also should be able to change the selection made by the user.
But the option 2. Add selection options, is a priority from my point of view. -
Anonymous commented
It is necessary for administrators to change the options available to RefWorks users describing their school/college/department/role affiliations when they create new accounts. The names of departments and majors change or cease to exist, and RefWorks should be able to adapt to these new realities.
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Katherine Greene commented
Upon Registration, add back the ability for new users to choose the department or campus they are affiliated with.