Note: Be sure to check with your institution to determine if there are additional details to consider.
Your student, faculty, and staff patrons will be automatically added to Alma via your Student Information System (SIS) Load file. However, there may be times when you need to manually add a patron. This may include community users, new students and often staff (if they are not auto-loaded). Be sure, whenever possible, to include any identifier that is used on your campus in order to allow your SIS load to match later. This may happen if the user is created in the SIS but not yet loaded into Alma.
Once a record is created, you will probably need to add identifiers for the user in order for a library card barcode and/or authentication to work. To do this:
To edit the full record including add roles, profiles, etc. search for patron in the search box at the top of the Alma screen and click ‘edit user.’
Note: If the user’s record is external and loaded from your SIS any fields loaded from the SIS cannot be edited in Alma. You should be able to add information to blank fields, but won’t be able to change information in fields filled by the SIS. (e.g. address, personal identifiers).
For more information from Ex Libris Knowledgebase: Alma Managing Users