How to install and use the Role Toggler cloud app
See also:
- Ex Libris Introduces Cloud Apps Open Framework
- The Ex Libris App Center
- Deploying Cloud Apps
- Announcing the Cloud Apps Open Framework for the Ex Libris Higher-Ed Platform (Video)
- Cloud Apps in Alma (Video)
The cloud apps is “an open framework which allows developers to write apps which run inside Ex Libris higher education products such as Alma, Primo VE backoffice, Esploro, Leganto and Rapido.” (Announcing Ex Libris Cloud Apps)
The Role Toggler cloud app allows the staff user to Quickly activate and deactivate an Alma user’s roles.
The screenshots and flow below is effective as of the Aug. 2020 Alma release.
To install the “Role Toggler” cloud app:
ONE
On top right of the Alma landing page click the link to the Cloud App Center
TWO
In the “Available Apps” column find the app “Role Toggler” and click it. You can find it by scrolling through the list or by using the search icon.
Install it by clicking “Install”.
THREE
The app will then appear in the installed apps tab and clicking it will activate it for use
FOUR
This app can be used on a user to globally activate or deactivate all of the user’s roles except for roles which have been excluded from the process.
For example we may want to activate or deactivate all roles of a user except for the patron role.
Define which roles will be excluded from the global activation and deactivation.
Click the three dots and then configuration
FIVE
Click “Add” and then add the Patron role (to be excluded)
SIX
Retrieve a patron. Here we see that user Alicia Chen has 27 active roles
SEVEN
With Alicia retrieved and in focus in the user interface we will click ‘deactivate’ and then see that it is successful and that Alicia has only one role still active (the patron role which we excluded).
EIGHT
Now the user has only one active role:
NINE
Now we activate the roles
TEN
Get message that the update was successful
ELEVEN
See that now the roles have been activated