Creating and Assigning Authorization Rules for Data Export

This guide outlines the steps for creating and assigning custom authorization roles in FOLIO. These roles enable users to access the Data export app and its settings, allowing access rights to be configured according to the library’s needs.

[ Create a New Authorization Role ] [ Assigning Capability Sets to the Authorization Role ] [ Assigning Authorization Role to a User ]

Create a New Authorization Role

1. Navigate to FOLIO → Settings and select Authorization roles.

2. Click the New button and on the Create role form fill out the 'Name” (required), and “Description” (optional) fields

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3. Click the Select application button and search for the Data export (data-export) application.

Note: The application version may differ from the one shown in the screenshot below.

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Assigning Capability Sets to the Authorization Role

Once the application is selected, the Capacity sets accordion will populate, allowing you to grant levels of access.

4. Under Data and Settings, grant permissions to Data export application. For example, the following settings allow users to access the Data export app, create, edit and lock data export profiles:

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7. Selecting options from Capability sets will automatically populate appropriate Capabilities.

8. Click the Save & close button to save changes. Once the role is saved, there should be a number listed under Capability sets and Capabilities:

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Assigning Authorization Role to a User

1. Via Authorization Rules
   Go to Settings → Authorization rules, click the Assign/Unassign button:

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2. Via User Profile
   Navigate to the user’s profile, select Edit option from Actions menu and assign the role under the User roles section.

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