Settings > Authorization Roles

This section of the documentation contains links to external sites. Please be advised that these sites are not maintained by the FOLIO Documentation Group and may not be aligned with the current release of FOLIO.

Definitions of terms related to Settings > Authorization roles:

  • applicationId. An attribute of a capability or capability set that identifies the platform for a FOLIO application.
  • Authorization role. Also known as User role. Comprised of capabilities or capability sets, allows a user to perform role-based actions in a FOLIO application.
  • Capabilities. Component of an authorization role that when assigned, allows the user to perform an action in a FOLIO application.
  • Capability Sets. A set of individual capabilities.
  • Data (Type). Capabilities that allow the user to directly manage resources in FOLIO.
  • Procedural (Type). Capabilities that allow the user to initiate and control processes in FOLIO.
  • Settings (Type). Capabilities that allow the user to manage FOLIO configurations administratively.
  • permissionDisplayName (OKAPI). The permission set name displayed in the UI of the Okapi platform (pre-Sunflower release).
  • Resource (EUREKA). An operation that can be performed in a FOLIO application.
  • User role. See Authorization role above.

Capabilities

The following are the Capabilities that when assigned, allow the user to interact with Settings > Authorization roles.

For all Settings > Authorization roles capabilities:

  • Application is app-platform-minimal.
  • Type is Settings.
permissionDisplayName Resource Action
Settings (Authorization roles): Can manage authorization roles UI-Authorization-Roles Settings Admin View
Settings (Authorization roles): Can manage user/role assignments UI-Authorization-Roles Users Settings Manage
Settings (Authorization roles): Can create authorization roles UI-Authorization-Roles Settings Create
Settings (Authorization roles): Can delete authorization roles UI-Authorization-Roles Settings Delete
Settings (Authorization roles): Can edit authorization roles UI-Authorization-Roles Settings Edit
Settings (Authorization roles): Can view authorization role details UI-Authorization-Roles Settings View
Settings (Authorization roles): Can view user/role assignments UI-Authorization-Roles Users Settings View
Settings (Authorization roles): display list of settings pages Settings Authorization-Roles Enabled View

Permission name/displayName to capabilities mapper

The Eureka platform, adopted in the Sunflower release, replaces permission sets with Capabilities and Capability sets for role-based management of user accounts. Permission names in the Okapi platform (pre-Sunflower release) differ from Capabilities in the Eureka platform.

The Authorization Roles section of Settings allows configuration and management of Authorization roles, also known as user roles, through capabilities and capability sets. For more information about Capabilities and Capability sets, see Roles Management in Eureka.

To map Permission names to Capabilities and identify their attributes, use the Permission name/displayName to capabilities mapper in the Settings > Developer app:

  1. Log in as an admin user in the Sunflower Bugfest environment: https://bugfest-sunflower.int.aws.folio.org (folio folio) .

  2. Open Settings > Developer.

  3. Select I can haz capabilities? in the Developer pane.

  4. Type the Permission name in the search box in the Capabilities pane.

    • Keyword or exact phrase (including punctuation) searches work best. For example, use requests or Users: View requests to search for the Capability that allows users to view requests.
  5. Select permissionDisplayname in the Search by drop-down menu, if necessary. This filter searches for Permission names as they are displayed in the Okapi UI.

  6. Click Search. A list of Capabilities and/or Capability Sets and their attributes display in the Capabilities pane.

    • Search results show the attributes (type, applicationId, resource, action, and permissionDisplayName) for each capability and capability set.
    • If no results are found, a blank space appears under the Search by drop-down menu.
    • If there are many search results, use CTRL+F to quickly find a specific capability or capability set.
  7. Use these attributes to create an Authorization role.

Create an authorization role

To assign Capabilities or Capability sets to a user record, you must first create an Authorization role.

To create an Authorization role, follow the steps outlined in Role Creation.

Assign or unassign an Authorization role

Management of role assignments can be done in several FOLIO applications: Settings > Authorization roles, Users, or Consortia manager. See Managing Role Assignments for more information.

Edit an Authorization role

See Role modification.

Duplicate an Authorization role

See Role Duplication.

Delete an Authorization role

See Role Deletion.

Last modified May 8, 2025