Sample Permissions Sets from Implementing Institutions

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 Set	Description - what is the permission set intended to be used for?	Permissions that are included in the set (include/attach JSON if you have it)	Version of FOLIO that these sets were developed for	Apps that this permission set is intended to be used with	Your Institution and Contact Info
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, UI	Cornell University jrc88 at cornell dot edu
ERM User	Standard set for users of our ERM only instance, see notes above. This set also incorporates general permissions for things users want to do to themselves. If this were not an ERM only instance, perhaps that set should have been broken out further into a generic user set? ermusage is in here so people can see it but we aren't using it as far as i know.	Agreements: Delete agreements Agreements: Edit agreements Agreements: Search & view agreements Agreements: Search & view e-resources 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 ermusage all ermusage user ermusage view eUsage: Can view usage data providers and COUNTER reports Licenses: Delete licenses Licenses: Edit licenses Licenses: Search & view licenses 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: Assign acquisition units to new order Orders: Check-in items Orders: Create order lines Orders: Create orders Orders: Delete order lines Orders: Edit order lines Orders: Edit orders Orders: Manage acquisition units Orders: Receive items Orders: Remove orders Orders: View order lines Orders: View orders Organizations: Interface usernames and passwords: view Organizations: Interface usernames and passwords: view, edit, create, delete Organizations: View Organizations: View, edit Organizations: View, edit, create Organizations: View, edit, delete Settings (notes): display list of settings pages UI: eHoldings module is enabled UI: erm-usage module is enabled UI: ui-notes module is enabled Users: Can send create/reset password link Users: Can view user profile		Agreements, eHoldings,ermusage, licenses, notes,orders, organizations, UI, users	Cornell University
ERM view only	Only display permissions	Agreements: Search & view agreements Agreements: Search & view e-resources Find Agreement Plugin: Search agreements Licenses: Search & view licenses Notes: Can view a note Organizations: Interface usernames and passwords: view Organizations: View Settings (My profile): Can change your local password Settings (notes): display list of settings pages UI: ui-notes module is enabled Users: Can view user profile Orders: View orders Orders: View order lines	Edelweiss	Agreements, Licenses, Users, Orders, Organizations, Notes	ZBW, Kiel/Hamburg Slack: @felix
ERM user	Permissions for ERM users	Agreements: Edit agreements Agreements: Search & view agreements Agreements: Search & view e-resources Find License Plugin: Search licenses Licenses: Search & view licenses Licenses: Edit licenses 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: Assign acquisition units to new order Orders: Check-in items Orders: Create order lines Orders: Create orders Orders: Delete order lines Orders: Edit order lines Orders: Edit orders Orders: Manage acquisition units Orders: Receive items Orders: Remove orders Orders: View order lines Orders: View orders Organizations: Interface usernames and passwords: view, edit, create, delete Organizations: View, edit, create Settings (My profile): Can change your local password Settings (notes): display list of settings pages Settings (Orders): Display list of settings for Orders UI: Orders module is enabled UI: ui-notes module is enabled Users: Can view user profile	Edelweiss	Agreements, Licenses, Users, Orders, Organizations, Notes, Settings	ZBW, Kiel/Hamburg Slack: @felix
ERM admin	Permission set for the ERM admin. Contains all authorizations from ERM user and also permissions for system settings.	Agreements: Delete agreements Agreements: Edit agreements Agreements: Search & view agreements Agreements: Search & view e-resources Find License Plugin: Search licenses Licenses: Manage license terms Licenses: Manage pick lists and values Licenses: Search & view licenses Licenses: Delete licenses Licenses: Edit licenses 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: Assign acquisition units to new order Orders: Check-in items Orders: Create order lines Orders: Create orders Orders: Delete order lines Orders: Edit order lines Orders: Edit orders Orders: Manage acquisition units Orders: Receive items Orders: Remove orders Orders: View order lines Orders: View orders Organizations: Interface usernames and passwords: view, edit, create, delete Organizations: View, edit, create Organizations: View, edit, delete Settings (Agreements): Can view and edit settings Local KB admin: Create jobs Local KB admin: Delete jobs Local KB admin: View jobs Local KB admin: Manage remote KB configuration Settings (My profile): Can change your local password Settings (notes): display list of settings pages Settings (Orders): Display list of settings for Orders UI: Orders module is enabled UI: ui-notes module is enabled Users: Can view user profile	Edelweiss	Agreements, Licenses, Users, Orders, Organizations, Notes, Settings, Local KB Admin	ZBW, Kiel/Hamburg Slack: @felix