Adding a new employee to the sandbox

ExLibris refreshes the Alma Premium Sandbox twice annually, in February and August. When we receive a request to add a new staff member to Alma, we should also add them the sandbox. Since integrations aren’t active on the sandbox, we need to manually create an account for them

• In the sandbox, go to Admin > User Mangement > Manage Users

• Select “Add User” > Public

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• In the Alma production environment, find the user’s existing account and Manually copy/paste the user’s account information from production into a new user account in the sandbox. The required email and phone number information is available on the Contact tab of the production account. Click Save to create the new user account in the sandbox.

• Edit the account you just created to do two things; set the account type to External and add roles:

  • Change the account type from Internal to External

    • At the top right, choose “Toggle Account Type” and a confirmation message will appear. Choose Confirm.

       

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  • Add roles: In the User Roles section, add a profile or roles to the account to match what is in production.

• Remember to select Save once all change are complete.

This should allow the new employee to login to the sandbox using their netid and password.