|image441|
-- In all cases, if the parent permission is checked, the user has all the
- child permissions. If you want to set permissions on a more granular level,
- expand the section and only check the permissions you want that user to
+- In all cases, if the parent permission is checked, the user has all the
+ child permissions. If you want to set permissions on a more granular level,
+ expand the section and only check the permissions you want that user to
have.
- Remaining circulation permissions (circulate\_remaining\_permissions)
- - This permission grants all circulation rights except those covered by
+ - This permission grants all circulation rights except those covered by
permissions listed below
- Force checkout if a limitation exists (force\_checkout)
- Override blocked renewals (override\_renewals)
- - With this permission, a staff member can override renewals if there
+ - With this permission, a staff member can override renewals if there
is a restriction
- Requires that the staff member also has
circulate\_remaining\_permissions
-- Staff access, allows viewing the catalogue in staff client (catalogue)
- **Required for staff login.**
+- Staff access, allows viewing the catalogue in staff client (catalogue)
+ **Required for staff login.**
**Important**
- **Important**
- This permission requires that the staff member also have the 'Edit
- an existing subscription' permission from the 'Manage serial
- subscriptions' section and the 'Manage basket and order lines'
+ This permission requires that the staff member also have the 'Edit
+ an existing subscription' permission from the 'Manage serial
+ subscriptions' section and the 'Manage basket and order lines'
permission from the 'Acquisition and\/or suggestion management' section
- Manage audio alerts (manage\_audio\_alerts)
- Manage circulation rules (manage\_circ\_rules)
- - The ability to access the :ref:`circulation and fines rules
- <circulation-and-fines-rules-label>` configuration in the
+ - The ability to access the :ref:`circulation and fines rules
+ <circulation-and-fines-rules-label>` configuration in the
administration module.
- Manage circulation rules form any library (manage\_circ\_rules\_from\_
any\_libraries)
- - If not set the logged in user can only edit circulation rules from
+ - If not set the logged in user can only edit circulation rules from
their own library
- The staff member still has to have the 'Manage circulation rules'
- Manage classification sources and filing rules (manage\_classifications)
- - The ability to access the :ref:`classification sources
- <classification-sources-label>` configuration in the administration
+ - The ability to access the :ref:`classification sources
+ <classification-sources-label>` configuration in the administration
module.
- Manage column configuration (manage\_column\_config)
- The ability to access the :ref:`item circulation alerts <item-circulation-alerts-label>`
configuration in the administration module.
- - Manage item search fields (manage\_item\_search\_fields)
+ - Manage item search fields (manage\_item\_search\_fields)
- The ability to access the :ref:`item search fields <item-search-fields-label>`
configuration in the administration module.
- Manage keyboard shortcuts for the advanced cataloging editor (manage\_
keyboard\_shortcuts)
- - The ability to access the keyboard shortcuts configuration in the
+ - The ability to access the keyboard shortcuts configuration in the
administration module
- Manage libraries and library groups (manage\_libraries)
- Manage Mana KB content sharing (manage\_mana)
- - The ability to access the :ref:`share content with Mana KB
+ - The ability to access the :ref:`share content with Mana KB
<share-with-mana-kb-label>` in the administration module
- - Manage MARC bibliographic and authority frameworks and test them
+ - Manage MARC bibliographic and authority frameworks and test them
(manage\_marc\_frameworks)
- The ability to access the
- Manage SMS cellular providers (manage\_sms_providers)
- - The ability to access the :ref:`SMS cellular providers
- <sms-cellular-providers-label>` configuration in the administration
- module. Note: This area will only be visible when the
+ - The ability to access the :ref:`SMS cellular providers
+ <sms-cellular-providers-label>` configuration in the administration
+ module. Note: This area will only be visible when the
:ref:`SMSSendDriver` system preference is set to 'Email'.
- Manage global system preferences (manage\_sysprefs)
- - The ability to access the :ref:`global system preferences
+ - The ability to access the :ref:`global system preferences
<administration-system-preferences-label>` in the administration module.
- Manage library transfer limits and transport cost matrix (manage\_transfers)
- View patron infos from any libraries (view\_borrower\_infos\_from\_any\_libraries)
- - If not set the logged in user will only be able to access patron
+ - If not set the logged in user will only be able to access patron
information from their own library or group of libraries.
- Set user permissions (permissions)
- Place holds for patrons (place\_holds)
- - Allows staff members to place holds in the staff interface
+ - Allows staff members to place holds in the staff interface
- Edit catalog (Modify bibliographic/holdings data) (editcatalogue)
- Use the advanced cataloging editor (advanced\_editor)
- - Grants the ability to use the advanced cataloging editor in the
+ - Grants the ability to use the advanced cataloging editor in the
cataloging module
- **Note**
- Staff members with this permission need to also have the 'Edit catalog
+ Staff members with this permission need to also have the 'Edit catalog
(Modify bibliographic/holdings data)' permission
- Delete all items at once (delete\_all\_items)
- Ability to make :ref:`edits to item/holdings
records <editing-items-label>`, but not bibliographic records
- - Limit item modification to subfields defined in the
+ - Limit item modification to subfields defined in the
:ref:`SubfieldsToAllowForRestrictedEditing` system preference
(edit\_items\_restricted)
- - If checked, the staff member will only be able to modify some
+ - If checked, the staff member will only be able to modify some
item subfields
- **Note**
- Remaining permissions for managing fines and fees (remaining\_permissions)
- - Grant the ability to manage fines and fees other than the actions
- described in the other subpermissions (paying out credits and writing
+ - Grant the ability to manage fines and fees other than the actions
+ described in the other subpermissions (paying out credits and writing
off fees)
- Write off fines and fees (writeoff)
**Note**
- All the acquisitions sub-permissions give access to the acquisitions home
- page. That means that staff who have one or more of the following permissions
- will be able to view the budgets, search and view vendor information, and
+ All the acquisitions sub-permissions give access to the acquisitions home
+ page. That means that staff who have one or more of the following permissions
+ will be able to view the budgets, search and view vendor information, and
view invoices.
- Add and delete funds (but can't modify funds) (budget\_add\_del)
- - Grants the ability to add and delete funds within a budget
+ - Grants the ability to add and delete funds within a budget
- - Note that the budget\_manage and budget\_modify permissions are
+ - Note that the budget\_manage and budget\_modify permissions are
required for this one to work correctly
- Manage funds (budget\_manage)
- Grants the ability to acces the :ref:`fund administration page <funds-label>`
- - Note that this only gives viewing access to the page, you will need
- to give your staff budget\_add\_del and budget\_modify if you want
+ - Note that this only gives viewing access to the page, you will need
+ to give your staff budget\_add\_del and budget\_modify if you want
them to be able to make changes to the funds
- Manage all funds (budget\_manage\_all)
- - Grants viewing access to all funds regardless of restrictions on
- them (owner, user or library restrictions)
+ - Grants viewing access to all funds regardless of restrictions on
+ them (owner, user or library restrictions)
- Note that the budget\_manage permission is required
- Grants the ability to edit fund information and amounts
- - Note that the budget\_add\_del and budget\_manage permissions are
+ - Note that the budget\_add\_del and budget\_manage permissions are
required for this one to work correctly
- Manage contracts (contracts\_manage)
- Manage currencies and exchange rates (currencies\_manage)
- - The ability to access the :ref:`Currencies and exchange rates
+ - The ability to access the :ref:`Currencies and exchange rates
<currencies-and-exchange-rates-label>` configuration page.
- Manage EDIFACT transmissions (edi\_manage)
- - Grants the ability to access the :ref:`EDI account <edi-accounts-label>`
- adminitration page, the :ref:`library EANs <library-eans-label>`
+ - Grants the ability to access the :ref:`EDI account <edi-accounts-label>`
+ adminitration page, the :ref:`library EANs <library-eans-label>`
administration page and access sent :ref:`EDI messages <edifact-messages-label>`
- - In order to be able to send orders via EDI, your staff member also
- needs the
+ - In order to be able to send orders via EDI, your staff member also
+ needs the
- Manage basket groups (group\_manage)
- - Grants the ability to :ref:`create, edit, close and delete basket
+ - Grants the ability to :ref:`create, edit, close and delete basket
groups <create-a-basket-group-label>`
- Manage baskets and order lines (order\_manage)
- - Grants the ability to :ref:`place orders <placing-orders-label>`,
+ - Grants the ability to :ref:`place orders <placing-orders-label>`,
including creating baskets, adding order lines, closing baskets, etc.
- - Manage all baskets and order lines, regardless of restrictions on them
+ - Manage all baskets and order lines, regardless of restrictions on them
(order\_manage\_all)
- - Grants the ability to manage all baskets and orders even if they are
+ - Grants the ability to manage all baskets and orders even if they are
restricted to the owner, users or library
- Note that the order\_manage permission is required
- Receive orders and manage shipments (order\_receive)
- - Grants the ability to create invoices, receive items and claim late
+ - Grants the ability to create invoices, receive items and claim late
orders
- Manage budgets (period\_manage)
- - Grants access to the :ref:`budget administration page <budgets-label>`
+ - Grants access to the :ref:`budget administration page <budgets-label>`
and the ability to create, edit and delete budgets
- This permission does not give the ability to edit budget funds.
- Grants the ability to view :ref:`budget planning <budget-planning-label>`
- - Note that the budget\_manage and the period\_manage permissions are
+ - Note that the budget\_manage and the period\_manage permissions are
required for this one to work
- Manage purchase suggestions (suggestions\_manage)
- - Grants the ability to :ref:`create and manage purchase suggestions
- <managing-purchase-suggestions-label>`, including creating new
+ - Grants the ability to :ref:`create and manage purchase suggestions
+ <managing-purchase-suggestions-label>`, including creating new
suggestions and changing the suggestions' statuses
- Manage vendors (vendors\_manage)
- Access to the :ref:`Batch item modification tool <batch-item-modification-label>`
- - Limit batch item modification to subfields defined in the
+ - Limit batch item modification to subfields defined in the
SubfieldsToAllowForRestrictedBatchmod preference (items\_batchmod\_restricted)
- Restricts the :ref:`batch item modification <batch-item-modification-label>` tool
- to modify only the subfields defined in the
+ to modify only the subfields defined in the
:ref:`SubfieldsToAllowForRestrictedBatchmod` preference
- Please note that items\_batchmod permission is still required
- - Create printable labels and barcodes from catalog and patron data
+ - Create printable labels and barcodes from catalog and patron data
(label\_creator)
- - Access to the :ref:`Patron card creator <patron-card-creator-label>`,
+ - Access to the :ref:`Patron card creator <patron-card-creator-label>`,
the :ref:`Label creator <label-creator-label>` and the
:ref:`Quick label creator <quick-spine-label-creator-label>` tools
- Access to the :ref:`Patron lists tool <patron-lists-label>`
- - Manage staged MARC records, including completing and reversing imports
+ - Manage staged MARC records, including completing and reversing imports
(manage\_staged\_marc)
- Access to the :ref:`Manage staged MARC records tool <staged-marc-record-management-label>`
- Access to the :ref:`Tags tool <tag-moderation-label>`
- - Perform batch deletion of records (bibliographic or authority)
+ - Perform batch deletion of records (bibliographic or authority)
(records\_batchdel)
- Access to the :ref:`Batch record deletion tool <batch-record-deletion-label>`
- - Perform batch modification of records (bibliographic or authorities)
+ - Perform batch modification of records (bibliographic or authorities)
(records\_batchmod)
- Access to the :ref:`Batch record modification tool <batch-record-modification-label>`
- Grants the ability to create, edit and delete authority records
- - Note that it is possible to search authority records with only the
+ - Note that it is possible to search authority records with only the
catalogue permission
- Manage serial subscriptions (serials)
- Edit an existing subscription (edit\_subscription)
- - Gives the ability to :ref:`edit existing serial subscriptions
+ - Gives the ability to :ref:`edit existing serial subscriptions
<edit-subscription-label>`
- This permission does not include the ability to delete or create a
- Serials receiving (receive\_serials)
- - Gives the ability to :ref:`receive issues <receive-issues-label>` of
+ - Gives the ability to :ref:`receive issues <receive-issues-label>` of
existing subscriptions
- Renew a subscription (renew\_subscription)
- Manage subscriptions from any branch (superserials)
- - This permission is only useful if the :ref:`IndependentBranches`
+ - This permission is only useful if the :ref:`IndependentBranches`
system preference is used
- Allow access to the reports module (reports)
- - Reports found on the :ref:`Circulation page <circulation-reports-label>`
- are not controlled by this permission; this only controls access to the
+ - Reports found on the :ref:`Circulation page <circulation-reports-label>`
+ are not controlled by this permission; this only controls access to the
:ref:Reports module <reports-label>`
- - Reports in the :ref:`Statistics wizard <statistics-reports-label>` section
- and the other reports on the main reports page can be run with any one
+ - Reports in the :ref:`Statistics wizard <statistics-reports-label>` section
+ and the other reports on the main reports page can be run with any one
of the following permissions. They only affect the SQL reports.
- Create SQL reports (create\_reports)
- - The ability to create :ref:`guided reports <guided-report-wizard-label>`
+ - The ability to create :ref:`guided reports <guided-report-wizard-label>`
or :ref:`SQL reports <report-from-sql-label>`, but not run saved ones
- Delete SQL reports (delete\_reports)
- Execute SQL reports (execute\_reports)
- - The ability to :ref:`run custom SQL reports <running-custom-reports-label>,
+ - The ability to :ref:`run custom SQL reports <running-custom-reports-label>,
but not create or edit them
- Allow staff members to modify permissions for other staff members (staffaccess)
- Allow access to the :ref:`course reserves module <course-reserves-label>`
- - Note that if the :ref:`UseCourseReserves` system preference is not enabled,
+ - Note that if the :ref:`UseCourseReserves` system preference is not enabled,
these permissions will not have any effect
- Add course reserves (add\_reserves)
- - Grants the ability to :ref:`add items to existing courses
+ - Grants the ability to :ref:`add items to existing courses
<adding-reserve-materials-label>`
- Remove course reserves (delete\_reserves)
- Add, edit and delete courses (manage\_courses)
- - Grants the ability to :ref:`create, edit and delete courses
+ - Grants the ability to :ref:`create, edit and delete courses
<adding-courses-label>`, but not manage the items
- Koha plugins (plugins)
- - Note that the :ref:`UseKohaPlugins` system preference needs to be enabled
+ - Note that the :ref:`UseKohaPlugins` system preference needs to be enabled
otherwise, these permissions don't have any effect.
- Configure plugins (configure)
- Gives the ability to run the 'configure' section of a plugin if it has
one
- - Note that the staff member needs either the report permission or the
+ - Note that the staff member needs either the report permission or the
tool permission (below) in order to be able to access the plugins
- Manage plugins (manage)
- The ability to install or uninstall plugins
- - Note that the staff member needs either the report permission or the
+ - Note that the staff member needs either the report permission or the
tool permission (below) in order to be able to access the plugins
- Use report plugins (report)
- Create and edit clubs (edit\_clubs)
- - Create and edit patron clubs using the :ref:`Patron clubs tool <Patron-clubs-label>`
+ - Create and edit patron clubs using the :ref:`Patron clubs tool <patron-clubs-label>`
- Create and edit club templates (edit\_templates)
- - Create and edit club templates using the :ref:`Patron clubs tool <Patron-clubs-label>`
+ - Create and edit club templates using the :ref:`Patron clubs tool <patron-clubs-label>`
- Enroll patrons in clubs (enroll)
- Enroll patrons from the patron file
- - The borrowers permissions is required in order to enroll patrons in
+ - The borrowers permissions is required in order to enroll patrons in
clubs
- Create and modify interlibrary loan requests (ill)
- Add and remove items from rotas (manage_rota_items)
- - Staff with only this permission will be able to manage the items in the
+ - Staff with only this permission will be able to manage the items in the
rotas, but not the rotas themselves
- Create, edit and delete rotas (manage_rotas)
- - Staff with only this permission will be able to manage the rotas, but not
+ - Staff with only this permission will be able to manage the rotas, but not
the actual items
- Cash management (cash_management)
- Add, edit and archive cash registers (manage_cash_registers)
- - Staff with this permissions will be able to manage the :ref:`cash
+ - Staff with this permissions will be able to manage the :ref:`cash
registers in the administration module <cashregisters-label>`
- Access the point of sale page and take payments (takepayment)
.. _circulation-summary-label:
-If the age of the patron is outside the age range defined in their patron
+If the age of the patron is outside the age range defined in their patron
category a warning will appear on their record.
Circulation summary
Clubs
'''''''''''''''''''''''''''''''''''''''''''
-If you use :ref:`patron clubs <Patron-clubs-label>`, patrons will have a tab
+If you use :ref:`patron clubs <patron-clubs-label>`, patrons will have a tab
in their record indicating which club they are enrolled in, if any.
|image1362|
- Description: a description of the charges including the due date for
overdue items and a link to the item record where one is available
-
-- Home library: if the charge is linked to a particular item the home library
+
+- Home library: if the charge is linked to a particular item the home library
is displayed
- Note: any notes about this charge/payment
- Actions column:
- A link to print a receipt for that line item
-
- - A link to show further details about the charge and any payments that
+
+ - A link to show further details about the charge and any payments that
have been made
-
+
- A link to void (delete) the payment
At the top of the table you can click the 'Filter paid transaction' to
|image452|
- - If the :ref:`UseCashRegisters` system preference is enabled, you will
+ - If the :ref:`UseCashRegisters` system preference is enabled, you will
have a choice of cash register in which to enter the transaction
- Click "Confirm"
|image457|
- Once clicked a new line item will be added to the account showing
- the payment as ‘Voided’. The payment line is added back to
- the Pay fines tab as an outstanding charge.
+ the payment as ‘Voided’. The payment line is added back to
+ the Pay fines tab as an outstanding charge.
|image458|
- First choose the type of invoice you would like to create
- To add additional values to the manual invoice type pull down
- menu, add them to the :ref:`debit types <add-debit-type-label>`
+ menu, add them to the :ref:`debit types <add-debit-type-label>`
in the Administration module.
- If the fee is associated with an item you can enter its barcode so
projects / kohadocs.git / commitdiff
