Chapter 9. Permission Tree display

Libraries can request for us to customize the displayed list of permission groups for easier patron registration. The drop-down menu for Main (Profile) Permission Group on the Register Patron and Patron Edit screens will be customized to show only the permission groups the library currently uses.

Add New Custom Permission Tree

  1. Library Sends Request
  2. Run Report to verify permission groups in use (remember to include staff!!)
  3. AdministrationLocal AdministrationPermission Tree Display Entries
  4. Permission Group Entries in Library:
  5. Click Add
  6. Add Root Entries for Library Users and Library Staff

    1. Choose the appropriate types based on Libray Type (Public, Post-Secondary, Special)

Edit Custom Permission tree

  1. AdministrationLocal AdministrationPermission Tree Display Entries

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