How can I view or export a list of users and their WorldShare roles/permissions?
Applies to
- WorldShare Admin
- WorldShare Circulation
- WorldShare Acquisitions
Answer
This information can be found in the Circulation Patron Full report which, if you have access to it, is delivered to your FileX server each week on Sunday. The report contains all users including patrons and staff members. It outputs names, usernames, roles, and more. The roles are listed in the User_Account_Roles column (column AG). Use Excel to filter out the blanks to see only users with a role assigned.
Here is more information on the contents of the report: Retrieve WMS data extract files with SFTP
If you are looking to view all users with a certain role, you can search by role within WorldShare Admin. Learn more here: Search for users