Patron Permissions are used to allow staff members access to the staff client.
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
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
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)
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)
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
Requires the borrowers permission above
plugins
Koha plugins
This section can be expanded (Learn more)
lists
Koha Lists
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
Manage circulation rules
The ability to access the Circulation and fines rules in the administration area
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
Ability to make edits to item/holdings records, but not bibliographic records
edit_items_restricted
Limit item modification to subfields defined in the SubfieldsToAllowForRestrictedEditing preference
Please note that edit_items permission is still required
Fast cataloging
The ability to catalog using only the Fast Add Framework found on the Circulation page
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
Check the expiration of a serial
claim_serials
Claim missing serials via the Claims section
create_subscription
Create a new 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
Routing
Manage routing lists
superserials
Manage subscriptions from any branch (only applies when IndependantBranches is used)
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:
batch_upload_patron_images
Upload patron images in batch or one at a time
Access to the Image Upload Tool
delete_anonymize_patrons
Delete old borrowers and anonymize circulation/reading history (deletes borrower reading history)
Access to the Anonymize Patron Tool
edit_calendar
Define days when the library is closed
Access to the Calendar/Holidays Tool
edit_news
Write news for the OPAC and staff interfaces
Access to the News Tool
edit_notice_status_triggers
Set notice/status triggers for overdue items
Access to the Overdue Notice Status/Triggers Tool
edit_notices
Define notices
Access to the Notices Tool
export_catalog
Export bibliographic, authorities and holdings data
Access to the Export Data Tool
import_patrons
Import patron data
Access to the Import Patrons Tool
inventory
Perform inventory (stocktaking) of your catalog
Access to the Inventory Tool
items_batchdel
Perform batch deletion of items
Access to the Batch Item Deletion Tool
items_batchmod
Perform batch modification of items
Access to the Batch Item Modification Tool
items_batchmod_restricted
Limit batch item modification to subfields defined in the SubfieldsToAllowForRestrictedBatchmod preference
Please note that items_batchmod permission is still required
label_creator
Create printable labels and barcodes from catalog and patron data
Access to the Label Creator and Quick Label Creator Tools
manage_csv_profiles
Manage CSV export profiles
Access to the CSV Profiles Tool
manage_staged_marc
Manage staged MARC records, including completing and reversing imports
Access to the Manage Staged MARC Records Tool
moderate_comments
Moderate patron comments
Access to the Comments Tool
moderate_tags
Moderate patron tags
Access to the Tags Tool
records_batchdel
Perform batch deletion of records (bibliographic or authority)
Access to the Batch Record Deletion Tool
rotating_collections
Manage rotating collections
Access to the Rotating Collections Tool
schedule_tasks
Schedule tasks to run
Access to the Task Scheduler Tool
stage_marc_import
Stage MARC records into the reservoir
Access to the Stage MARC Records Tool
upload_general_files
Upload any file
Access to upload files via the Upload Tool
upload_local_cover_images
Upload local cover images
Access to the Upload Local Cover Image Tool as well as permission to add and delete local cover images from the bib detail page
upload_manage
Manage uploaded files
Access to uploaded files via the Upload Tool
upload_general_files permission is required for this permission
view_system_logs
Browse the system logs
Access to the Log Viewer Tool
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