USER ADMINISTRATION

Chapter 2. MANAGING USERS

   

 

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Global User Permission Maintenance

This Global User Permissions function lets you globally modify (add or remove) permissions granted to multiple selected staff members.

NOTE: The libraries for which you can perform Global User Permissions maintenance depends on the PAC Staff permissions granted to your account (Customer SuperUser, Regional SuperUser, or Staff User). Customer SuperUsers can perform Global User Permissions maintenance for all libraries within a consortium or collective. Regional SuperUsers can perform Global User Permissions maintenance for the libraries associated with their accounts (see Managing Regional SuperUsers for details). PAC Staff Users can perform Global User Permissions maintenance only for the library with which their user account is associated.

To perform Global User Permission maintenance:

1. From the User Admin menu, select Global User Permissions.
   • The Edit Global User Permissions Search screen displays.

2. Locate the users for whom you wish to perform Global User Permissions maintenance:
   • Select the libraries for which you wish to perform Global User Permission maintenance from the Search for Users Library/LibCode menu.

     NOTE: The Search for Users Library/LibCode menu is available to Customer Superusers and Regional Superusers only.

     • To select a single library, click the name of the desired library.
     • To select multiple libraries, press and hold the <Ctrl> key and click the name of each desired library. When all desired libraries have been selected, release the <Ctrl> key.
     • To select all libraries, select All from the Search for Users Library/LibCode menu.
   • To perform Global User Permission maintenance for a specific user type, select the desired user type from the User Type menu.
     • If you do not wish to limit your search results by user type, select All from the User Type menu.
   • To perform Global User Permission maintenance for users granted a specific user permission, select the desired permission from the Permission Type menu.
     • If you do not wish to limit your search results by permission type, select All from the Permission Type menu.
3. When all desired search criteria has been entered, click the Submit button to submit your search.
   • The screen refreshes to display a list of users that match your search criteria.

• Each line in the list shows the User Name and Name of the user, the Library Code with which the user is associated, the User Type(s) with which the user is associated, and the specific Permission Type(s) granted to the user.
• If desired, you can reconfigure, sort and filter table content (see the System Basics User Guide for more information).

4. Use the checkboxes to select the users for whom you wish to modify permissions.
   • A checkmark indicates permissions will be modified for the associated user.
   • An empty checkbox indicates permissions will not be modified for the associated user.
   • Clicking a checkbox repeatedly will toggle it on and off.
   • To select the checkboxes for all users, click the Select All link.
   • To deselect the checkboxes for all users, click the Deselect All link.
5. To add a permission:
   • Select the desired permission from the Select a Permission menu.
   • Click the Add button.
     • The screen refreshes with the Permission Type field for each selected user updated to include the added permission.
6. To remove a permission:
   • Select the desired permission from the Select a Permission menu.
   • Click the Remove button.
     • The screen refreshes with the permission removed from the Permission Type field for each selected user.
7. Repeat steps 4 through 6, as appropriate, to add or remove additional permissions for the current user list. Repeat steps 2 through 6, as appropriate, to add or remove permissions for a new group of users.

 

 

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