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Quesnelia (R1 2024) Permissions Updates

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App

New Permissions

Deprecated Permissions

Product Owner

Users

Following permissions are necessary for users who will be assigning patron and staff info to the loan record:

Users: User loans: add patron information

Users: User loans: add staff information

Charlotte Whitt 

Settings > Tenant

ui-tenant-settings.settings.location.view- "Settings (Tenant): View locations" - this will allow users to view the tenant location tree but be unable to create, update or delete institutions, campuses, libraries or locations

(OLD ACCOUNT) Erin Nettifee 

Invoices

Invoice: Pay invoices in a different fiscal year - This will allow users to specify the fiscal year of an invoice for processing in that year. Even without this permission users will now be able to see the assigned fiscal year of an invoice record.

N/A

Dennis Bridges 

Consortia manager

  • Consortia API module - all permissions

  • Consortia: Assign and unassign affiliations - Allows a user to add or remove affiliations of other users

  • Consortia: View affiliations - Allows a user to view the affiliations of other users

  • Consortium manager: Can create, edit and remove settings - Allows a user to perform build create, edit and delete actions via the consortia manager BUT user must also have correct permissions in individual tenants to carry out these actions

  • Consortium manager: Can share settings to all members - Allows a user to create settings that will be shared by all members and only editable in the central tenant.

  • Consortium manager: Can view existing settings - Allows a user to view all the settings of members they are affiliated with via the consortia manager

  • Settings (Consortia): Can view and edit consortia membership - Allows a user to view and edit the details of the list of members in the settings app of the central tenant.

  • Settings (Consortia): Can view consortia membership - Allows a user to view the details of the list of members in the settings app of the central tenant.

N/A

Joseph Reimers 

Settings > Users

New Invisible Permissions:

  • Settings (Users): Can view manual charges - Allows a user to view the Manual Charges section of Users Settings

  • Settings (Users): Can view if comment required - Allows a user to view the Comment Required section of Users Settings

  • Settings (Users): Can view waive reasons - Allows a user to view the Waive Reasons section of Users Settings

  • Settings (Users): Can view payment methods - Allows a user to view the Payment Methods section of Users Settings

  • Settings (Users): Can view refund reasons - Allows a user to view the Refund reasons section of Users Settings

  • Settings (Users): Can view owners - Allows a user to view the Owners section of Users Settings

  • Settings (Users): Can view transfer accounts - Allows a user to view the Transfer Accounts section of Users Settings

  • Settings (Users): Can view patron blocks conditions - Allows a user to view the Conditions section of Users Settings

  • Settings (Users): Can view patron blocks limits - Allows a user to view the Limits section of Users Settings

  • Settings (Users): Can view patron blocks templates - Allows a user to view the Templates section of Users Settings

Permissions Renamed (new names in bold):

  • Settings (Users): Can create, edit and remove feefines renamed to Settings (Users): Can create, edit and remove manual charges 

  • Settings (Users): Can create, edit and remove comments renamed to Settings (Users): Can edit if comment required

  • Settings (Users): Can create, edit and remove waives renamed to Settings (Users): Can create, edit and remove waive reasons

  • Settings (Users) Can create, edit and remove payments renamed to Settings (Users): Can create, edit and remove payment methods

  • Settings (Users): Can create, edit and remove feefines renamed to Settings (Users): Can create, edit and remove manual charges

  • Settings (Users): Can create, edit and remove refunds renamed to Settings (Users): Can create, edit and remove refund reasons

  • Settings (Users): Create, edit, and view departments renamed to Settings (Users): Can create, edit, and view departments

  •  Settings (Users): Create, edit, view, and delete departments renamed to Settings (Users): Can create, edit, view, and delete departments'

Permission Renamed and made Invisible (new name in bold):

  • Settings (Users): View departments renamed to Settings (Users): Can view departments and made invisible

New Visible Permissions:

  • Settings (Users): Can view general entries - Allows a user to view all sections under the General header in Users Settings (Permission sets, Patron groups, Address Types, Departments, and Custom Fields)

  • Settings (Users): Can view feefines-related entries - Allows a user to view all sections under the Fee/fine header in Users Settings EXCEPT Transfer criteria (Owners, Manual charges, Waive reasons, Payment methods, Refund reasons, Comment required, and Transfer Accounts)

  • Settings (Users): Can view all patron blocks entries - Allows a user to view all sections under the Patron blocks header in Users Settings (Conditions, Limits, and Templates)

  • Settings (Users) View all settings - Allows a user to view all sections in Users Settings (EXCEPT Transfer criteria). 

Amelia Sutton 

Users

Renamed (new name in bold): 

  • Users: Can create new user to Users: Can create and edit users

Amelia Sutton 

Inventory/quickMARC

quickMARC: Create new MARC bibliographic record: Required for users to be able to create a new MARC bib record via a new option in the Inventory actions menu

N/A

Christine Schultz-Richert 

Bulk edit

Permissions Renamed (new names in bold):

  • Bulk Edit: In app - View renamed to Bulk Edit: In app - View inventory records 

  • Bulk Edit: In app - Edit renamed to Bulk Edit: In app - Edit inventory records 

  • Bulk Edit: (CSV) View renamed to Bulk Edit: Local - View user records

  • Bulk Edit: (CSV) Edit renamed to Bulk Edit: Local - Edit user records

  • Bulk edit: In app - Update user records renamed to Bulk Edit: In app - Edit user records

  • Bulk edit - Can view logs renamed to Bulk edit: Can view logs

  • Bulk edit: Query renamed to Bulk edit: Can view logs

Additional information about Bulk edit permissions can be found here.

N/A

Magda Zacharska 

Sip2 new commands implemented

As part of poppy new commands have been implemented

Patron Status Request, Fee Paid, Item Information, Renew All, Renew

The following permissions are now required for the SIP2 user:

  • usergroups.collection.get

  • users-bl.item.get

  • usergroups.item.get

  • inventory-storage.holdings.item.get

  • inventory.instances.item.get

  • perms.users.get

  • feefines.collection.get

Kurt Nordstrom 

Organization Settings

Settings (Organizations): View settings

Dennis Bridges 

Acquisition units Settings

Settings (acquisition units): View acquisition units

Dennis Bridges 

Finance Settings

Settings (Finance): View settings

Settings (Finance): Export fund and expense class codes

Dennis Bridges 

Lists

New Visible Permissions:

  • Lists (Enable): Can view Lists - Allows a user to view Lists and List details

  • Lists (Edit): Can edit Lists- Allows a user to view, edit, and refresh Lists

  • Lists (Export): Can export Lists- Allows a user to view, edit, refresh, and export Lists

  • Lists (Delete): Can delete Lists- Allows a user to view, edit, refresh, and delete Lists

  • Lists (Delete): Can delete Lists- Allows a user to view, edit, refresh, and delete Lists

  • Lists (Admin): Can perform all operations on Lists- Allows a user to view, edit, refresh, export, and delete Lists

Kathleen Moore 

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