Staff Account Permission Groups

Permission groups determine what actions staff are allowed to perform in the software. Here are the different permission groupings that are available for Evergreen staff accounts.

All Staff Accounts

Many permissions are shared among all staff accounts. All staff can do the following:

  • View patron accounts, including bills, holds, and items checked out

  • Check items in and out

  • Renew items

  • Place and update patron holds on all levels (title, volume, copy, part)

  • Edit items

  • Change the status of an item (except lost or lost and paid)

  • View and run reports

  • Check in/receive serials (for libraries using this module)

Regular Staff

These are groups that Local User Admin staff can assign to staff accounts as primary or secondary groups.

regular accounts
Figure 1. Regular staff account selection

Acquisitions Staff

Staff have permissions to perform functions in Evergreen’s acquisition module. Staff must have training in this module to be able to use it.

Cataloger Staff

These accounts have permission to:

  • Add and delete items and volumes

  • Add parts to an item

  • View elements of the acquisitions module (picklists and purchase orders)

Circulation Staff

These accounts have permission to:

  • Create, delete, and edit patron accounts

  • Block patron accounts and remove blocks (at your library or a library branch) --Merge patron accounts

  • Create, pay, and adjust patron bills

  • Mark items lost or claims returned by patron

  • Override circulation errors/blocks (maximum checkout, maximum bills, maximum lost, maximum renewals, place duplicate holds, etc.)

If a staff member will be a member of several permission groups including Circulation Staff, it is recommended that Circulation Staff be assigned as their Main Profile (Permission) Group and all other groups be added as secondary permission groups.

Serials Staff

Staff have permission to perform functions in the serials module. Staff must have training in this module to be able to use it.

Restricted or Limited Staff

An optional group that will be created for the library if it has a need for accounts with fewer permissions than those granted to a standard staff account. The permissions for these accounts are unique to each library that uses them. They are recommended for libraries that have shared logins at the circulation desk or volunteer logins. This should be the staff member’s only group, with no secondary groups assigned.

restricted staff
Figure 2. Restricted and limited staff accounts

You will see all of the Limited Staff Accounts for all libraries when logged in as a Local User Admin. Please select the one for your library to ensure it has the proper permissions. If your library is not on the list and you’d like to set up a limited staff permission group, contact the Help Desk and a Bibliomation staff member will work with you to set the permissions you want the group to have.

Local Admin Accounts

These permission groups can only be assigned by Bibliomation staff. Requests to add users to these permission groups must be made by the director via the help desk.

Local Workstation Admin

These accounts will be allowed to register workstations at their library. Each library must have one account with this permission group, but very few other accounts to prevent a client from being registered outside of the library.

Local User Admin

This group will be assigned to the director or a designated staff member assigned to managed staff user accounts. These accounts will be able to register new staff user accounts and assign them to permission groups.