Staff Account Permission Groups

Main Staff Permission Groups
Secondary Permission Groups

Every library staff account must have a staff permission group assigned as their Main (Profile) Permission Group in order to access the staff client. Staff can also have secondary permission groups assigned to give them access to special features.

Library directors and administrators should consider what functions each staff member needs access to and assign the appropriate permission group.

Main Staff Permission Groups

This is a general outline of the available staff permission groups and the permissions included.

To view a detailed list of permissions for a particular account, go to Administration → User Permission Editor in the staff client.

Action

General Staff

Circulators

Circ + Copy Edit

Circ + Full Cat

Catalogers

Local System Administrator (LSA)

Basic circulation functions

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CheckIn bad status overrides

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CheckIn Missing/Lost/ClaimedReturned overrides

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CheckOut overrides

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MaxRenewalReached override

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Basic patron record

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Bar patrons

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Unbar patrons

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Merge/delete patrons

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Patron restriction overrides

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Bills and payments

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Holds

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Item/volume records

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Bib records

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Buckets

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Create/upload offline transactions

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Process offline transactions

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Transit

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Abort remote transit

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Receive serials

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Create serials subscriptions

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Secondary Permission Groups

Sitka Training Video - Managing Secondary Permission Groups (5:57)

These secondary permission permission groups can be granted to appropriate library staff accounts to give access to specific features and functions that are not available through the main staff permission groups.

Acquisitions Supplementary Perm Groups

These secondary permission groups give library staff access to functions in the acquisitions module. More information on these groups can be found in the Acquisitions Permission Groups section of Sitka’s Evergreen Acquisitions Documentation.

Carousel Secondary Perms

This secondary permission group gives library staff access to the carousel feature in Evergreen that is used by LibPress libraries.

Library staff must contact Co-op Support if they need to have this permission group added to their account.

See the Sitka Carousels section in the LibPress Manual for information on creating and working with carousels.

Cover Image Upload Secondary Perms

This secondary permission group gives library staff access to upload custom cover images for bibliographic records through the cover image uploader found in Evergreen’s staff catalogue.

See the section called “Uploading Cover Images” for information on using this feature.

Local system administrators can grant this permission group to library staff accounts. See the section called “Managing Secondary Permission Groups” for instructions.

Reporter Full Permission

This secondary permission group gives library staff access to the reporter in Evergreen to run and view reports.

In accordance with Sitka’s privacy policy and owing to the nature of Sitka’s shared Evergreen database any staff needing access to the reporter must sign and submit the Full Reporter Privacy Waiver. Once the waiver is completed, if the staff account meets the required criteria, Co-op Support will grant reporter permissions to the account.

Reporter View Output Permissions

This secondary permission group gives library staff access view report output that is shared with them via email or a link.

Local system administrators can grant this permission group to library staff accounts. See the section called “Managing Secondary Permission Groups” for instructions.

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