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Managing role-based permission groups in the staff client

Main permission groups are granted in the staff client through Edit in the patron record using the Main (Profile) Permission Group field. Additional permission groups can be granted using secondary permission groups.

Secondary Group Permissions

The Secondary Groups button functionality enables supplemental permission groups to be added to staff accounts. The CREATE_USER_GROUP_LINK and REMOVE_USER_GROUP_LINK permissions are required to display and use this feature.

In general when creating a secondary permission group do not grant the permission to login to Evergreen.

Granting Secondary Permissions Groups

  1. Open the account of the user you wish to grant secondary permission group to.
  2. Click Edit.

  3. Click Secondary Groups, located to the right of the Main (Profile) Permission Group.

    Secondary Permissions Group

  4. From the dropdown menu select one of the secondary permission groups.

    Secondary Permission Group List
  5. Click Add.

  6. Click Save.

    Secondary Permission Group Save
  7. Click Save in the top right hand corner of the Edit Screen to save the user’s account.

Removing Secondary Group Permissions

  1. Open the account of the user you wish to remove the secondary permission group from.
  2. Click Edit.

  3. Click Secondary Groups, located to the right of the Main (Profile) Permission Group.

    Secondary Permissions Group

  4. Click Delete beside the permission group you would like to remove.

    Secondary Permissions Group Delete

  5. Click Save.

    Secondary Permissions Group Save
  6. Click Save in the top right hand corner of the Edit Screen to save the user’s account.
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