About Marketplace user permissions

Marketplace user permissions determine what a user can do when they're signed into their Marketplace account. By default, all Marketplace users have access to the News and Support tabs.

User permissions are separated into three categories: Admin, Purchasing, and Shopping. Learn more about the individual permissions below.

Admin

• End-user support: Manage user holds, return borrowed titles from users' accounts, merge old and new user IDs, reset users' download links, and see information about the requests your users have submitted to OverDrive Support.
• Reports: Access the Insights tab to view summary information, run reports, see the Patron interests dashboard (libraries with Libby only), and see the Trends page.
• Manage invoices: View invoices, pay invoices in Marketplace, and set invoice frequency for a billing account.
• Users: Create, edit, or delete other Marketplace users for your library or school.
• Local content: Upload and publish Local Content (your own ebooks or audiobooks). User can also edit, delete, add formats, or delete formats for existing Local Content.
• Weeding: Create a plan that automatically hides titles from your digital collection, or hide (or show) individual titles manually.
• Content access levels: Restrict the ability to borrow and sample certain titles to specific groups of end users. Learn more about content access levels.
• Library site admin or School site admin: Control lending settings, such as loan and hold limits.
• Curate: Create and publish automated and curated lists (also called collections).
• Marketplace settings: Determine whether user IDs and email addresses display in Marketplace reports and enable the student dashboard and Advantage filtering tool (schools only).
• Download MARC records: Retrieve MARC Express files from the MARC Express deliveries page.

Users with Users, Library site admin or School site admin, and Marketplace settings permissions (all three) can edit other users' locked carts and curated lists.

School-only permissions

The following permissions are only available for school accounts:

• Title assignments: Assign titles in your collection to specific users for a set period of time. Learn more about title assignments.
• Sora activity: View the Sora activity section and student dashboard (if enabled) under the Insights tab.
• Manage bundles: Reserve titles and create and edit content bundles.
• Claim bundles: Claim content bundles to give students access in Sora.
• Advantage filtering: Use the Advantage filtering tool (if enabled) to hide titles in the shared collection (also called the consortium) from users in a specific Advantage collection.

Purchasing

• Purchasing tools: Create plans that can automatically create or purchase carts based on holds, Notify Me tags, or other criteria you set.
• Purchase: Purchase carts and content credit, and add Cost Per Circ titles. Users with this permission will also receive email notifications about your digital collection (e.g., notifications about expiring Metered Access titles). If you enable this permission, you'll be required to choose a billing account for that user's purchases.
• MARC preferences: Handle settings and subscriptions for MARC records.

Shopping

• Delete carts: Delete unlocked carts.
• Create/view carts: Browse and search for content in Marketplace, create new carts, view other users' carts, and edit unlocked carts.

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