8. Patron Permissions

Patron Permissions are used to allow staff members access to the staff client.

Important

In order for a staff member to log into the staff interface they must have (at the very least) 'catalogue' permissions which allow them to view the staff interface.

To set patron permissions, you must first have a patron of the 'Staff' type open

  • On the patron record click More and choose Set Permissions to alter patron permissions

  • You will be presented with a list of preferences, some of which can be expanded by clicking the plus sign to the left of the section title.

  • superlibrarian

    • Access to all librarian functions

      • Note

        With this selected there is no need to choose any other permissions

  • circulate

    • Check out and check in items

    • This section can be expanded (Learn more)

  • catalogue

    • Required for staff login. Staff access, allows viewing the catalogue in staff client

      • Important

        Must be given to all staff members to allow them to login to the staff client

  • parameters

    • Manage Koha system systems (Administration panel)

    • This section can be expanded (Learn more)

  • borrowers

    • Add or modify patrons

  • permissions

    • Set user permissions

  • reserveforothers

    • Place and modify holds for patrons

    • This section can be expanded (Learn more)

  • borrow

    • Borrow books

  • editcatalogue

    • Edit Catalog (Modify bibliographic/holdings data)

    • This section can be expanded (Learn more)

  • updatecharges

    • Manage patrons fines and fees

    • This section can be expanded (Learn more)

  • acquisition

    • Acquisition and/or suggestion management

    • This section can be expanded (Learn more)

  • management

    • Set library management params (deprecated)

      • Important

        This permission level no longer controls anything.

  • tools

    • Use all tools

    • This section can be expanded (Learn more)

  • editauthorities

    • Edit Authorities

  • serials

    • Manage serial subscriptions

    • This section can be expanded (Learn more)

  • reports

    • Allow access to the reports module

    • Reports found on the Circulation page are not controlled by this permission

    • This section can be expanded (Learn more)

  • staffaccess

    • Allow staff members to modify permissions for other staff members

    • Important

      Requires the borrowers permission above

  • plugins

    • Koha plugins

    • This section can be expanded (Learn more)

  • lists

    • Koha Lists

    • Important

      All staff have permission to create and modify their own lists, this permission is only necessary if you'd like to give a staff member permission to delete public lists that they have not created.

    • This section can be expanded (Learn more)

If the staff member has 'circulate' permissions they have the ability to perform all of these actions. If you would like to control circulation permissions on a more granular level choose from these options:

  • circulate_remaining_permissions

    • Remaining circulation permissions

    • All circulation rights except those covered by permissions listed below

  • force_checkout

    • Force checkout if a limitation exists

    • With this permission a librarian will be allowed to override a check out restriction in the following cases:

      • age restriction

      • the item is issued to another patron

      • the item is not for loan

      • the patron has overdue items

      • the item is lost

      • the item is a high demand item

      • the item is on hold

  • manage_restrictions

    • Manage restrictions for accounts

    • Grants permission to the staff member to lift a restriction that might be on the patron's record

  • overdues_report

    • Execute overdue items report

    • The permission to run the overdues reports found under Circulation

  • override_renewals

    • Override blocked renewals

    • Requires that the staff member also has circulate_remaining_permissions

If the staff member has 'parameters' permissions they have the ability to perform all of these actions. If you would like to control parameter permissions on a more granular level choose from these options:

  • manage_circ_rules

  • parameters_remaining_permissions

    • Remaining system parameters permissions

    • The ability to access all areas in Administration (other than the Circulation and fine rules)

If the staff member has 'reserveforothers' permissions they have the ability to perform all of these actions. If you would like to control holds permissions on a more granular level choose from these options:

  • modify_holds_priority

    • Modify holds priority

    • Allow staff members to alter the holds priority (moving patrons up and down the queue)

  • place_holds

    • Place holds for patrons

If the staff member has 'editcatalogue' permissions they have the ability to perform all of these actions. If you would like to control cataloging permissions on a more granular level choose from these options:

  • delete_all_items

    • Delete all items at once

    • Ability to use the 'Delete all items' option found under the 'Edit' menu in cataloging

  • edit_catalogue

    • Edit catalog (Modify bibliographic/holdings data)

    • Ability to access all cataloging functions via the Cataloging page

  • edit_items

  • edit_items_restricted

  • fast_cataloging

If a staff member has 'updatecharges' permission they have the ability to perform all of these actions. If you would like to control fines and charges permissions on a more granular level choose from these options:

  • remaining_permissions

    • Remaining permissions for managing fines and fees other than the ability to write off charges

  • writeoff

    • Write off fines and fees

If the staff member has 'acquisition' permissions they have the ability to perform all of these actions. If you would like to control acquisitions permissions on a more granular level choose from these options:

  • budget_add_del

    • Add and delete budgets (but can't modify budgets)

  • budget_manage

    • Manage budgets

  • budget_manage_all

    • Manage all budgets

    budget_modify

    • Modify budget (can't create lines, but can modify existing ones)

  • contracts_manage

    • Manage contracts

  • group_manage

    • Manage orders and basket groups

  • order_manage

    • Manage orders and baskets

  • order_manage_all

    • Manage all orders and baskets, regardless of restrictions on them

  • order_receive

    • Manage orders and baskets

  • period_manage

    • Manage periods

  • planning_manage

    • Manage budget planning

  • vendors_manage

    • Manage vendors

If the staff member has 'serials' permissions they have the ability to perform all of these actions. If you would like to control serials permissions on a more granular level choose from these options:

  • check_expiration

  • claim_serials

  • create_subscription

  • delete_subscription

    • Delete an existing subscription

  • edit_subscription

    • Edit an existing subscription

    • This permission does not include the ability to delete or create a subscription

  • receive_serials

    • Serials receiving

    • Receive serials on existing subscriptions

  • renew_subscription

    • Renew a subscription

  • routing

  • superserials

If the staff member has 'tools' permissions they have the ability to access and use all items under the Tools menu. If you would like to control which tools staff members have access to on a more granular level choose from these options:

If the staff member has 'reports' permissions they have the ability to perform all of these actions. If you would like to control reports permissions on a more granular level choose from these options:

  • create_reports

    • Create SQL Reports

    • The ability to create and edit but not run SQL reports

  • execute_reports

    • Execute SQL Reports

    • The ability to run but not create or edit SQL reports

If the staff member has 'plugins' permissions they have the ability to perform all of these actions. If you would like to control reports permissions on a more granular level choose from these options:

  • configure

    • Configure plugins

    • The ability to run the 'configure' section of a plugin if it has one

  • manage

    • Manage plugins

    • The ability to install or uninstall plugins

  • report

    • Use report plugins

    • The ability to use report plugins

  • tool

    • Use tool plugins

    • The ability to use tool plugins

All staff members have permission to access lists. This section only needs to be checked off if you want to give permission to a staff member to delete public lists that they have no created themselves.

  • delete_public_lists

    • Delete public lists