User Roles and Permissions
Roles and purchasing tags control which areas a patron can access and what they can do in ePlatform. Administrators can update these settings from the Patrons page.
On this page
- Standard, Staff, and Admin roles
- Shopper and Purchaser tags
- Choose the appropriate access
- Update one user
- Update multiple users
- Update roles by file
- Frequently asked questions
Standard, Staff, and Admin roles
| Role | Intended for | Access |
|---|---|---|
| Standard | Students and regular patrons | Reader access only. No access to the Admin area or Shop. |
| Staff | Teachers and support staff who do not require administrator access | Access to Classes, including creating and editing classes, assigning books, and viewing class analytics. No Admin or Shop access unless the relevant purchasing tag is also assigned. |
| Admin | Primary contacts and staff who manage the school’s ePlatform account | Full access to the Admin area and title settings. Shopper or Purchaser access may also be assigned where required. |
Shopper and Purchaser tags
Shopper and Purchaser access can be added to a Staff or Admin user.
- Shopper: Displays the Shop link and allows the user to add titles to a basket. A Shopper cannot complete the purchase.
- Purchaser: Displays the Shop link and allows the user to complete a purchase.
Choose the appropriate access
- Use Standard for students and regular readers.
- Use Staff for teachers or support staff who need Classes but not the Admin area.
- Use Admin only for authorised staff who manage the library and its settings.
- Add Shopper when a Staff or Admin user may browse the Shop and prepare a basket.
- Add Purchaser when a Staff or Admin user is authorised to complete purchases.
Update one user
- Open the Admin area.
- Select Patrons.
- Find and select the user.
- Edit the user’s role or purchasing access.
- Save the changes.
For more about individual accounts, see Adding and Editing Individual Patron Accounts.
Update multiple users
- Open Admin area → Patrons.
- Use the filters to narrow the patron list.
- Select the users you want to change.
- Select the bulk-edit option.
- Choose the role field, apply the required role, and save.
Update roles by file
You can also update roles through Admin area → Patrons → Import / Update Patrons.
- Use a CSV or XLSX file containing the patron’s Barcode and Role.
- Spell the column heading Role exactly.
- The import format accepts one Role value per patron row.
For the full file requirements, see Importing and Updating Patrons. If you need combined Staff/Admin and purchasing access for many users, use the Patrons page or contact ePlatform Support before importing.
Frequently asked questions
Can a user have more than one role?
A user has a base role such as Standard, Staff, or Admin. Shopper or Purchaser access can also be added to a Staff or Admin user. The file-import Role column accepts one Role value per patron row.
What is the difference between Shopper and Purchaser?
A Shopper can access the Shop and add titles to a basket. A Purchaser can complete the purchase.
Which access permits checkout?
The user must have Purchaser access to complete a Shop purchase.
Who can change roles?
An authorised administrator with access to the Patrons area can update user roles. If your school does not have an administrator who can make the change, contact ePlatform Support.
Need help?
Email support@eplatform.co or submit a support request. Include your library name, the user’s current access, and the access required. Do not include passwords.