Permissions

Owned by Rachael Smith
Last updated: Apr 01, 2022
7 min read

Permissions allow you to interact with apps and determine what you can or cannot do within a particular app. The permissions required for each resource access app are listed below. You can assign permissions to users in the Users app.

Table of Contents

Check in

The permissions listed below allow you to interact with the Check in app and determine what you can or cannot do within the app. You can assign permissions to users in the Users app. If none of these permissions are assigned to a user, then they will be unable to see the Check in app or any related information.

  • Check in: all permissions. This permission allows the user to scan items in the Check In app and backdate Check In. However, this permission does not include being able to see details for items or patrons.

Check Out

The permissions listed below allow you to interact with the Check out app and determine what you can or cannot do within the app. You can assign permissions to users in the Users app. If none of these permissions are assigned to a user, then they will be unable to see the Check out app or any related information.

  • Check out: All permissions. This permission allows the user to check out items to patrons (create new loans) and view open loans and loan details. However, this permission does not include seeing the entirety of the user record.

  • Check out: Check out circulating items. This permission allows the user to check out items, but they cannot override non-circulating loan policies.

Circulation Log

In order to view and interact with the Circulation log app, a user needs to be assigned the following permission:

  • Circulation log: All. This permission allows the user to access the circulation log and filter all log actions and data.

Note: This is the only permission available for the Circulation log app. You are unable to view and access the Circulation log if you do not have this permission assigned to you. You can assign permissions to users in the Users app.

Courses

The permissions listed below allow you to interact with the Courses app and determine what you can or cannot do within the app. You can assign permissions to users in the Users app. If none of these permissions are assigned to a user, they are unable to see the Courses app or any related information.

The following are all the Courses permissions, listed from least to most restrictive:

  • Courses: All permissions. This permission allows the user to maintain (view, add, edit, and delete) courses, items, instructors, and cross-listed courses.

  • Courses: Read, Add, edit. This permission allows the user to view, add, and edit a course. However, they are unable to delete a course.

  • Courses: Add, edit, and remove items. This permission allows the user to view, add, edit, and remove items associated with a course.

  • Courses: Read All. This permission allows the user to see all courses and item information.

  • Settings (Courses): Can create, edit and delete Course Settings. This permission allows the user to maintain (view, add, edit, and delete) all course settings.

  • Settings (courses): display list of settings pages. This permission allows the user to access and view course settings. However, they are unable to add, edit, or delete any settings.

  • UI: courses module is enabled. This permission adds the Courses app icon to the user’s FOLIO toolbar. It does not give the user the ability to view or interact with the Courses app or settings.

Requests

The permissions listed below allow you to interact with the Requests app and determine what you can or cannot do within the app. You can assign permissions to users in the Users app. If none of these permissions are assigned to a user, they are unable to see the Requests app or any related information.

The following are all the Requests permissions:

  • Requests: All permissions. This permission allows the user all request functions.

  • Requests: Move to new item. This permission allows the user to move requests from one item to another (subject to request policies).

  • Requests, Reorder queue. This permission allows the user to access the dedicated request queue page with reorder capabilities. It is only needed for users who need to reorder the queue. You do not need this permission to view the queue.

  • Requests: View. This permission allows the user to search and view request records.

  • Requests: View, create. This permission allows the user to create new requests and view existing records.

  • Requests: View, edit, cancel. This permission allows the user to view, edit and cancel requests.

  • Users: View requests. This permission allows the user to view requests in the Users app.

Users

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).

  • 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.

  • Users: Create/reset password. This permission allows the user to see another user’s password and use the reset password functionality.

  • Users: User loan edit. This permission allows the user to edit a loan on another user’s record. 

  • Users: User loans claim returned. This permission allows the user to change the status of loaned items to Claim returned.

  • Users: User loans declare lost. This permission allows the user to change the status of loaned items to Declared lost.

  • Users: User loans mark claimed returned missing. This permission allows the user to change the status of loaned, claim returned items to Missing.

  • Users: User loans renew. This permission allows the user to renew loans to the extent that is permitted by the loan policy.

  • Users: User loans renew through override. This permission allows the user to override failed renewals.

  • 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.

  • Users: User loans view, edit, renew (all). This permission allows the user to change a due date on a loan and renew loans.

  • Users: View requests. This permission allows the user to view the Requests section on a user record. This permission also includes the ability to search and view user records (basic user fields only).

Settings > Circulation

Each setting within Circulation has its own permission associated with it. If a user has one of the below permissions assigned to their user record, they will be able to view and interact with that particular setting. You can assign permissions to users in the Users app.

The following are all the Circulation Settings permissions presented in the order the configurations appear in the Settings app:

  • Settings (Circ): Can create, edit and remove circulation rules. This permission allows the user to create, read, update, and delete circulation rules.

  • Settings (Circ): Can create, edit and remove other settings. This permission allows the user to create, read, update, and delete other settings.

  • Settings (Circ): Can create, edit and remove staff slips. This permission allows the user to create, read, update, and delete staff slips.

  • Settings (Circ): Can create, edit and remove fixed due date schedules. This permission allows the user to create, read, update, and delete fixed due date schedules.

  • Settings (Circ): Can view loan history. This permission allows the user to view loan history settings.

  • Settings (Circ): Can create, edit and remove loan policies. This permission allows the user to create, read, update, and delete loan policies.

  • Settings (Circ): Can create, edit and remove overdue fine policies. This permission allows the user to create, read, update, and delete overdue fine policies.

  • Settings (Circ): Can create, edit and remove lost item fee policies. This permission allows the user to create, read, update, and delete lost item fee policies.

  • Settings (Circ): Can create, edit and remove notice policies. This permission allows the user to create, read, update, and delete patron notice policies.

  • Settings (Circ): Can create, edit and remove patron notice templates. This permission allows the user to create, read, update, and delete patron notice templates.

  • Settings (Circ): Can create, edit and remove cancellation reasons. This permission allows the user to create, read, update, and delete request cancellation reasons.

  • Settings (Circ): Can create, edit and remove request policies. This permission allows the user to create, read, update, and delete request policies.

Settings > Users

The following are all the permissions for Users Settings:

  • Settings (Users): Can create, edit and remove address types. 

  • Settings (Users): Can create, edit and remove all feefines-related entries.

  • Settings (Users): Can create, edit and remove comments.

  • Settings (Users): Can create, edit and remove feefines.

  • Settings (Users): Can create, edit and remove owners.

  • Settings (Users): Can create, edit and remove patron blocks conditions.

  • Settings (Users): Can create, edit and remove patron blocks limits.

  • Settings (Users): Can create, edit and remove patron groups.

  • Settings (Users): Can create, edit and remove payments.

  • Settings (Users): Can create, edit and remove sets.

  • Settings (Users): Can create, edit and remove refunds.

  • Settings (Users): Can create, edit and remove transfer accounts.

  • Settings (Users): Can create, edit and remove transfer criteria.

  • Settings (Users): Can create, edit and remove waives.

  • Settings (Users): Can create, edit, and view custom fields.

  • Settings (Users): Can create, edit, view and delete custom fields.

  • Settings (Users): Can view custom fields.

  • Settings (Users): Create, edit, and view departments.

  • Settings (Users): Create, edit, view, and delete departments.

  • Settings (Users): View departments.