Chapter 26. Describing your people

Table of Contents

Setting the staff user’s working location
Comparing approaches for managing permissions
Managing permissions in the staff client
Where to find existing permissions and what they mean
Where to find existing Permission Groups
Adding or removing permissions from a Permission Group
Managing role-based permission groups in the staff client
Secondary Group Permissions
Managing role-based permission groups in the database

Many different members of your staff will use your Evergreen system to perform the wide variety of tasks required of the library.

When the Evergreen installation was completed, a number of permission groups should have been automatically created. These permission groups are:

Each of these permission groups has a different set of permissions connected to them that allow them to do different things with the Evergreen system. Some of the permissions are the same between groups; some are different. These permissions are typically tied to one or more working location (sometimes referred to as a working organizational unit or work OU) which affects where a particular user can exercise the permissions they have been granted.

Setting the staff user’s working location

To grant a working location to a staff user in the staff client:

  1. Search for the patron. Select Search > Search for Patrons from the top menu.
  2. When you retrieve the correct patron record, select Other > User Permission Editor from the upper right corner. The permissions associated with this account appear in the right side of the client, with the Working Location list at the top of the screen.
  3. The Working Location list displays the Organizational Units in your consortium. Select the check box for each Organization Unit where this user needs working permissions. Clear any other check boxes for Organization Units where the user no longer requires working permissions.
  4. Scroll all the way to the bottom of the page and click Save. This user account is now ready to be used at your library.

As you scroll down the page you will come to the Permissions list. These are the permissions that are given through the Permission Group that you assigned to this user. Depending on your own permissions, you may also have the ability to grant individual permissions directly to this user.