Chapter 51. Staff Accounts

Table of Contents

Creating Staff Account
Creating Local System Administrator Accounts
Editing Staff Accounts
Resetting Staff Account Password
Staff Account Permission Groups
Granting Additional Permissions to Staff Accounts

Staff accounts are special patron accounts on Evergreen which have been granted more permissions to allow the owners to log into the Staff Client. Besides extra permissions, each staff account has its own working location. Many functions on the staff client are available to the account at the assigned working locations only.

There are three ways staff accounts can be set up and used in the system.

Staff and Patron Accounts

Accounts are created for staff members and given the appropriate Library Staff permission group and working location. Staff use the account for borrowing as well as to login into the staff client and perform their work.

Staff Specific Accounts

Accounts are created for staff members and given the appropriate Library Staff permission group and working location. These accounts often have something like LOGIN or STAFF as part of the name and may use a barcode such as SITKASTAFF rather than an actual barcode. Staff use the accounts only for logging into the staff client for work. Staff have a separate patron account for borrowing.

Generic Accounts

Accounts are created for functions, such as circulation, rather than for specific staff members and given the appropriate Library Staff permission group and working location. These accounts' barcodes and names are often related to their function. For example, an account for circulation may use circulation1 as the barcode and be named Dummy, Circulation. These accounts are shared by the appropriate staff. Sitka Staff strongly encourage libraries to ensure that shared usernames and passwords are kept secure and are changed as needed, especially when staff leave the library.

Co-op support encourages libraries to use the method or methods that work best for them.

Caution

Generic accounts will not be granted permissions to create/run reports. Libraries are encouraged to have a dedicated account(s) for reporting purpose. The account must belong to an individual staff member and is for office use only. To avoid re-setting up reports, the owner of the account may be updated when the reporting task is passed on to another staff member.

Creating Staff Account

Local System Administrators can create staff accounts the same way as creating a patron record. The difference is choosing a staff profile from the Main Permission (Profile) Group list.

After saving the account, retrieve it, go to Other → User Permission Editor to assign the new account a working location. Select the checkbox in front of the libraries that you want to assign to the account. Once done, scroll down to the bottom to click Save.

images/admin/staff-account-1.png

Caution

Staff account without a working location can not register/edit patron account, or access some cataloguing functions.

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