From: Robert Soulliere Date: Thu, 2 Aug 2012 14:34:44 +0000 (-0400) Subject: Documentation: Add Staff account management chapter. X-Git-Tag: sprint4-merge-nov22~3900 X-Git-Url: https://old-git.evergreen-ils.org/?a=commitdiff_plain;h=ca2b77886d873c6ba103d77ad157a9174ea0382b;p=working%2FEvergreen.git Documentation: Add Staff account management chapter. Converted from 1.6 documentation. Reviewed by Jennifer Turner. Signed-off-by: Robert Soulliere --- diff --git a/docs/admin/permissions.txt b/docs/admin/permissions.txt new file mode 100644 index 0000000000..a65f1c1343 --- /dev/null +++ b/docs/admin/permissions.txt @@ -0,0 +1,88 @@ +User and Group Permissions +-------------------------- + +It is essential to understand how user and group permissions can be used to +allow +staff to fulfill their roles while ensuring that they only have access to the +appropriate level. + +Permissions in Evergreen are applied to a specific location and system depth +based on the home library of the user. The user will only have that permission +within the scope provided by the Depth field in relation to his/her working +locations. + +Evergreen provides group application permissions in order to restrict which +staff members have the ability to assign elevated permissions to a user, and +which staff members have the ability to edit users in particular groups. + +Staff Accounts +~~~~~~~~~~~~~ + +New staff accounts are created in much the same way as patron accounts, using +_Circulation -> Register Patron_ or *Shift+F1*. Select one of the staff +profiles +from the _Profile Group_ drop-down menu. + +Each new staff account must be assigned a _Working Location_ which determines +its +access level in staff client interfaces. + +. To assign a working location open the newly created staff account using *F1* +(retrieve patron) or *F4* (patron search). +. Select _Other -> User Permission Editor_ +. Place a check in the box next to the desired working location, then scroll to +the bottom of the display and click _Save_. ++ +NOTE: In multi-branch libraries it is possible to assign more than one working +location + +Staff Account Permissions +^^^^^^^^^^^^^^^^^^^^^^^^^ + +To view a detailed list of permissions for a particular Evergreen account go to +_Admin (-) -> User permission editor_ in the staff client. + +Granting Additional Permissions +^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ + +A _Local System Administrator (LSA)_ may selectively grant _LSA_ permissions to +other staff accounts. In the example below a _Circ +Full Cat_ account is granted +permission to process offline transactions, a function which otherwise requires +an _LSA_ login. + +. Log in as a Local System Administrator. +. Select _Admin (-) -> User Permission Editor_ and enter the staff account +barcode when prompted ++ +OR ++ +Retrieve the staff account first, then select _Other -> User Permission +Editor_ ++ +. The User Permission Editor will load (this may take a few seconds). Greyed-out +permissions cannot be edited because they are either a) already granted to the +account, or b) not available to any staff account, including LSAs. ++ +image::media/profile-5.png[profile-5] ++ +1) List of permission names. ++ +2) If checked the permission is granted to this account. ++ +3) Depth limits application to the staff member's library and should be left at +the default. ++ +4) If checked this staff account will be able to grant the new privilege to +other accounts (not recommended). ++ +. To allow processing of offline transactions check the Applied column next to +_OFFLINE_EXECUTE_. ++ +image::media/profile-6.png[profile-6] ++ +. Scroll down and click Save to apply the changes. ++ +image::media/profile-7.png[profile-7] + + + diff --git a/docs/root.txt b/docs/root.txt index b3f037c0df..965ef8d33e 100644 --- a/docs/root.txt +++ b/docs/root.txt @@ -160,6 +160,8 @@ include::admin/restrict_Z39.50_sources_by_perm_group.txt[] include::admin/booking-admin.txt[] +include::admin/permissions.txt[] + include::admin/SMS_messaging.txt[] include::admin/user_activity_type.txt[]