Collection Manager Fundamentals account roles

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

Note: If you are a WMS library or using full WorldShare Collection Manager, please see Collection Manager account roles.

Roles

SLE Admin
SLE Collection Manager Supervisor
SLE Collection Manager Staff

Collection Manager roles and descriptions

Role	Description
Everyone	This check box must remain selected.
SLE Admin	Staff members with this role can: Create, edit, and delete other user accounts Create, edit, and view data sync collections Perform all tasks in Collection Manager Fundamentals Note: If your institution has access to Record Manager SLE, the staff member can perform all tasks in Record Manager SLE.
SLE Collection Manager Supervisor	Staff members with this role can: Perform all tasks in Collection Manager Fundamentals but cannot manage other user accounts
SLE Collection Manager Staff	Staff members with this role: Have read-only access but cannot perform tasks in Collection Manager Fundamentals or manage other user accounts

Collection Manager Fundamentals role comparison

Action	Roles
Action	SLE Admin	SLE Collection Manager Staff	SLE Collection Manager Supervisor
Access your institution’s holdings.	x	x	x
Assign roles to other users. Create a user that automatically has the Everyone role assigned.	x
Create users.	x
Create a data sync collection.	x
Delete users.	x
Edit a data sync collection.	x
Enables visibility of the Metadata tab and its components	x	x	x
Upload and Download files from My Files.	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
Read information about users.	x
Read information about self via WorldCat Local/Discovery.	x
Retrieve and view users.	x
Update information about other users.	x
Update information about self via WorldCat Local/Discovery.	x
Update institution configuration information relating to authentication and authorization.	x
Use the Forgot Password feature to get a new password.	x
View data sync collections.	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
View My Library and export data.	x	x	x

WorldShare Admin

For more information about roles and managing accounts, see WorldShare Admin, User management.

Note: Please contact OCLC Support for if you need assistance as certain cataloging roles require participation in National Cooperative Cataloging Programs before they can be assigned.