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Sample Permissions Sets from Implementing Institutions

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As implementing institutions are testing their user permission setups, it would be great if they could share the permission sets that they created, to help others not have to recreate the same thing.

Please edit this page and add permission sets as you create them. Thank you!

Name of Permission SetDescription - what is the permission set intended to be used for?Permissions that are included in the setApps that this permission set is intended to be used withYour Institution
sample permission setthis permission set allows employees to log in and look at thingsapp1-view all records
app2 - view all records
app1, app2Innovative University
ERM Administration

These sets are from our ERM only implementation. Feedback appreciated!

This adds a couple of settings permissions to our ERM User set. I assign all the ERM folks the User set and then a couple of people get this set. Not sure if this layered method is what is envisioned by the SIG?

I added some note and order perms in here because we were getting note and order permission errors I didn't fully understand, we aren't actually using orders yet.


  • eHoldings: Can create and delete custom packages and titles
  • eHoldings: Can edit providers, packages, titles detail records
  • eHoldings: Can select/unselect packages and titles to/from your holdings
  • Licenses: Manage license terms
  • Notes: Can assign and unassign a note
  • Notes: Can create a note
  • Notes: Can delete a note
  • Notes: Can edit a note
  • Notes: Can view a note
  • Orders: View order lines
  • Settings (Agreements): Can view and edit settings
  • Settings (eHoldings): configure EBSCO RM API credentials
  • Settings (eHoldings): configure root proxy setting
  • Settings (erm-usage): display list of settings pages
  • Settings (notes): display list of settings pages
  • Settings (Tags): display list of settings pages
  • UI: ui-notes module is enabled


eholdings, Licenses, Notes, Orders, Settings, UICornell University





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