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User. Any person who interacts with or performs tasks in FOLIO.
User record. Contains contact information and identifiers for an individual user. User records exist for both patrons and library staff. For a list of all information contained within a user record, see Viewing a user record.
Permission. Value assigned to a user, which grants them access to FOLIO records or allows them to carry out specific tasks in FOLIO.
Permission set. A group of permissions that allows a user to perform a specific set of tasks. For example, you may want to group certain permissions together to create job-specific permissions sets. Permission sets are defined by your library in Settings > Users > Permission sets.
Permissions
The permissions listed below allow you to interact with the Users app and determine what you can and cannot do within the app. If none of these permissions are assigned to a user, they are unable to see the User app or any related information.
Note: For information on assigning permissions to users, see Assigning permissions to a user record.
The following are all the User permissions:
Users: Can assign and unassign permissions to users. This permission allows the user to assign or unassign permissions to another user.
Users: Can assign and unassign service points to users. This permission allows the user to view and edit service points assigned to users. The user can also view and edit basic user data elements.
Users: Can create new user. This permission allows the user to create a new user record and add User information, Extended information, and Contact Information to the user record.
Users: Can create, edit and remove fees/fines. This permission allows the user to create, edit, remove, and view user fees/fines.
Users: Can create, edit and remove patron blocks. This permission allows the user to see the Patron blocks section on the user record, and view, edit, and create blocks.
Users: Can create, edit and remove proxies. This permission allows the user to view and edit proxies assigned to a user. The user can also view and edit basic user data elements.
Users: Can edit user profile. This permission allows the user to edit and view the following sections in a user record: User information, Extended information, and Contact information.
Users: Can view permissions assigned to users. This permission allows the user to view the permissions assigned to another user.
Users: Can view proxies assigned to users. This permission allows the user to see the Proxies section but not edit proxies assigned to a user. This permission also includes the ability to search and view user records (basic user fields only).
Users: Can view service points assigned to users. This permission allows the user to see the Service points section but not edit service points assigned to a user. This permission also includes the ability to search and view user records (basic user fields only).
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Users: Can view user profile. This permission allows the user to search for user records and view the following sections in a user record: User information, Extended information, and Contact information.
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Users: Create/reset password. This permission allows the user to see another user’s password and use the reset password functionality.
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Users: User loan edit. This permission allows the user to edit a loan on another user’s record.
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Users: User loans claim returned. This permission allows the user to change the status of loaned items to Claim returned.
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Users: User loans declare lost. This permission allows the user to change the status of loaned items to Declared lost.
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Users: User loans mark claimed returned missing. This permission allows the user to change the status of loaned, claim returned items to Missing.
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Users: User loans renew. This permission allows the user to renew loans to the extent that is permitted by the loan policy.
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Users: User loans renew through override. This permission allows the user to override failed renewals.
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Users: User loans view. This permission allows the user to view the Loans section on a user record, view the loans page and loan details. However, the user cannot change due dates or renew loans.
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Users: User loans view, edit, renew (all). This permission allows the user to change a due date on a loan and renew loans.
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Creating a user record manually
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