Hello Diane,

Yes, you should be able to customize what permission groups show up in the Main Permission Profile Group drop down in the patron record using the Permission Tree Display Entries feature (Administration -> Local Administration -> Permission Tree Display Entries)

I couldn't find docs on this in the current documentation but the ones from 3.2 look the same as what we see in 3.7 - https://docs.evergreen-ils.org/3.2/_client_2.html

Permission groups that can't be seen can't be granted to users so you'll want to think about what staff permission groups should show to library staff with the patron groups.

This feature only affects the drop down in the patron record. The patron search still uses the whole list - https://bugs.launchpad.net/evergreen/+bug/1812675

Hope this helps,

Jennifer



Quoting Diane Disbro via Evergreen-general <[email protected]>:

Good afternoon -

Missouri Evergreen currently has nineteen patron permission groups. We are
working on reducing that number. We understand that permission groups are
set by the consortium and cannot be customized for each library. But is it
possible to limit the perms seen by staff at individual libraries to the
permissions that should be used at that library? My library uses three
permission groups but can see and select all nineteen. Staff go rogue and
select perms that shouldn't be selected.

Thank you.

Diane Disbro
Pronouns: she/her
Circulation Coordinator
Scenic Regional Library
251 Union Plaza Drive
Union, MO 63084
(636) 583-0652 ext  110
[email protected]


--
Jennifer Pringle (she/her)
Co-op Support - Training Lead
BC Libraries Cooperative
Toll-free: 1-888-848-9250
Email:[email protected]
Website: http://bc.libraries.coop

Gratefully acknowledging that I live and work in the unceded Traditional Territory of the St'at'yemc Nations.

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