HomeAdministrationStaff AccountsStaff Accounts: Register and Assign a Work Org: Step 2

3.4. Staff Accounts: Register and Assign a Work Org: Step 2

Staff 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 to control tasks that staff members have the ability to complete.  LibAdmins should create staff accounts.

New staff accounts are created the same way as patron accounts, using Circulation → Register Patron or Shift+F1.  Fill in all of the fields to define the staff member name/function and address, phone, email, stat cats, etc.  Select one of the staff profiles from the Profile Group drop-down menu. See the staff account descriptions to decide which permission group(s) should be assigned.  Each staff account must have one primary, but can also have a secondary.

Each staff account must also 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).

  1. Select Other → User Permission Editor

  2. Place a check in the box next to the desired working location(s), then scroll all the way to the bottom of the display and click Save.

Only select the working locations in this screen. Do NOT attempt to edit any of the permissions. Permissions are assigned by group and should not be altered individually.

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