Patrons Permissions
Note: Permissions apply to all Destiny products unless otherwise noted.
Patron Management
| Permission | Default Access Level | Users with this permission can... | Dependencies | Notes |
|---|---|---|---|---|
| Add/Edit patrons |
Destiny Administrator, District Patrons Manager, Site Administrator, Library Administrator, Textbook Administrator, Resource Administrator |
Retrieve, add and edit local patron records in Admin > Manage Patrons or by using the Edit button, available in various patron lists |
None | None |
| Search for patrons across the district |
Destiny Administrator, District Patrons Manager |
Retrieve any patron record in the district with a "Search across the district" checkbox in Admin > Manage Patrons and in the search results list. Add a site association to patrons of other sites using an Add button next to patrons of other sites. |
Requires the Add/Edit patrons permission. | None |
| Delete patrons |
Destiny Administrator, District Patrons Manager, Site Administrator, Library Administrator, Textbook Administrator, Resource Administrator |
Delete patron records in Admin > Manage Patrons and in various patron lists. | None | None |
| Merge duplicated patron records |
Destiny Administrator, District Patrons Manager, Site Administrator |
Merge patron records in Admin > Update Patrons > Merge Duplicates | None | None |
| Update patrons |
Destiny Administrator, District Patrons Manager, Site Administrator, Library Administrator, Textbook Administrator, Resource Administrator |
Update patron records in Admin > Update Patrons > on subtabs: Update, Delete and Move Fields. View job summaries in Admin >Job Manager. |
None | The Destiny Administrator and (site) Administrator also have access to the Merge Duplicates tab in Admin > Update Patrons.
A District Patrons Manager has access to Upload Changes for uploading XML files, Merge Duplicates and Move Fields subtabs. |
| Import patrons |
Destiny Administrator, Site Administrator, Library Administrator, Textbook Administrator, Resource Administrator |
Import patron records in Admin > Import Patrons, import pictures in Admin > Upload Pictures and view job summaries in Admin > Job Manager | None | None |
| Export patrons |
Destiny Administrator, Site Administrator, Library Administrator, Textbook Administrator, Resource Administrator |
Export patron records in Admin > Export Patrons. View job summaries and download export files in Admin > Job Manager | None | None |
| View patron notes |
Destiny Administrator, Site Administrator, Library Administrator, Textbook Administrator, Resource Administrator, Staff |
View patron notes in the Notes section of the Patron Status page, and in various lists. | To view patron notes, the user must also have the View patron status permission. | None |
| Add/edit/hide/delete patron notes |
Destiny Administrator, Site Administrator, Library Administrator, Textbook Administrator, Resource Administrator, Staff |
Manage patron notes on the Patron Status page. | Requires the Patron Circulation Info Access -View patron status permission. | None |
Patron Circulation Info Access
| Permission | Default Access Level | Users with this permission can... | Dependencies | Notes |
|---|---|---|---|---|
| Barcode not required to find patrons |
Destiny Administrator, Administrator, Library Administrator, Textbook Administrator, Resource Administrator, Staff |
Retrieve a patron record by keyword in Circulation using an Only search checkbox and adjacent list that contains fields in a patron record. In Library Manager's Check Out (only), it also includes retrieving patrons by browsing a list of all patrons. |
None |
Without this permission, users must enter a barcode number to retrieve a patron record in Circulation. The user must also have at least one of the following permissions to access a page in Circulation: Check out library materials, Check in library materials, View library fines, View any patron's holds, View any patron's bookings, Check in [media] materials, Check out resources, Check in resources View patron status. |
| View patron status |
Destiny Administrator, Administrator, Library Administrator, Textbook Administrator, Resource Administrator, Staff |
View a patron's circulation transaction information in Circulation > Patron Status. Use the Patron Status button in Admin > Manage Patrons and in various patron lists. |
None | None |
| View library items out |
Destiny Administrator, Administrator, Library Administrator |
View a patron's library checkouts in the "Items Out: Library Materials" section of a patron record in Circulation. | Requires the View patron status permission. | Only applies to Destiny Library Manager. |
| View resource items out |
Destiny Administrator, Administrator, Resource Administrator |
View a patron's resource checkouts in the "Items Out: Resources" section of a patron record in Circulation. | Requires the View patron status permission. | Only applies to Destiny Resource Manager. |
| View media items out |
Destiny Administrator, Administrator |
View a patron's media checkouts in the "Items Out: Media" section of a patron record in Circulation. | Requires the View patron status permission. | Applies to Destiny Media Manager (with or without Destiny Library Manager). |
| View textbook items out |
Destiny Administrator, Administrator, Textbook Administrator |
View a patron's textbook checkouts in the "Items Out: Textbook" section of a patron record in Circulation. | Requires the View patron status permission. | Applies to Textbook Manager. |
| View patron barcodes |
Destiny Administrator, Administrator |
View patron barcodes when searching for a patron and during circulation – check out and check in | Requires the View patron status permission. | None |
Administrative Access
| Permission | Default Access Level | Users with this permission can... | Dependencies | Notes |
|---|---|---|---|---|
| Generate patron reports |
Destiny Administrator, District Patrons Manager, District Reports Creator, Administrator, Library Administrator, Textbook Administrator, Resource Administrator, Staff |
Generate and view patron reports in Reports > Patron Reports, Report Builder and Report Manager and access Admin > Job Manager |
To delete reports (jobs), the user must also have the Monitor/delete site's jobs permission. Users with this permission but without the Add/edit/delete Report Builder - patron reports permission can access and generate custom reports, but not create, edit or delete them. |
To run the Current Checkouts/Fines and Checked In Materials report, users need this permission and either the Generate resource reports and/or Generate resource reports permission. |
| Add/edit/ delete Report Builder - patron reports |
Destiny Administrator, District Patrons Manager, District Reports Manager, Administrator, Library Administrator, Textbook Administrator, Resource Administrator |
Create and manage custom patron reports in Reports > Report Builder. District managers can create district-wide reports and make reports available to selected sites. |
Requires the Generate patron reports permission | None |
| Edit patron passwords/logins |
Destiny Administrator, District Patrons Manager, Administrator, Library Administrator, Textbook Administrator, Resource Administrator |
Manage patron user names and passwords in Admin > Manage Patrons | Requires the Patron Management - Add/Edit patrons permission. | None |
| Change patron site preferences |
Destiny Administrator, District Patrons Manager, Administrator, Library Administrator, Textbook Administrator, Resource Administrator |
Configure the following setup options in Admin > Site Configuration > Circulation: Display patron pictures Preferred Barcode Symbologies — Patrons Customize User-Defined Patron Field Names When searching for patrons in Circulation, display [patron fields]. |
None | For Site Configuration options that pertain to materials, searching and circulation, see one or more of the following: Library Materials - Administrative Access - Change library site preferences, Textbooks - Administrative Access - Change textbook site preferences, Media - Administrative Access - Change media site preferences or Resources - Administrative Access - Change resource site preferences. |
Fine Management
| Permission | Default Access Level | Users with this permission can... | Dependencies | Notes |
|---|---|---|---|---|
| View patron fines |
Administrator, Library Administrator, Textbook Administrator, Resource Administrator, Staff |
View fines in Circulation > Fines and Patron Status, and when viewing patron status in Admin > Manage Patrons | None | Needed to generate a Fine History report (Reports > Patron Reports) that includes patron fines. |
| Add patron fines |
Administrator, Library Administrator, Textbook Administrator, Resource Administrator |
Add fines in Circulation > Fines and Patron Status, and in Admin > Manage Patrons | Requires the View patron fines permissions | None |
| Pay patron fines |
Administrator, Library Administrator, Textbook Administrator, Resource Administrator |
Pay fines in Circulation > Fines and Patron Status, and in Admin > Manage Patrons | Requires the View patron fines permissions | None |
| Waive patron fines |
Administrator, Library Administrator, Textbook Administrator, Resource Administrator |
Waive fines in Circulation > Fines and Patron Status, and in Admin > Manage Patrons | Requires the View patron fines permissions | None |
| Delete patron fines |
Administrator, Library Administrator, Textbook Administrator, Resource Admin |
Delete fines in Circulation > Fines and Patron Status, and in Admin > Manage Patrons | Requires the View patron fines permissions | None |
| Globally delete fines | Administrator | Delete fines for all students at a school in Admin > Update Patrons > Excuse Fines | None | None |
Self-Empowered Patron Access
| Permission | Default Access Level | Users with this permission can... | Dependencies | Notes |
|---|---|---|---|---|
| View own status |
Site Administrator, Library Administrator, Textbook Administrator, Resource Administrator, Staff, Teacher, Patron |
View a list of one's own checkouts, fines, holds and bookings through My Info. | None | None |
| Renew own library materials |
Site Administrator, Library Administrator |
Renew one's own library material checkouts in My Info. | Requires the View own status permission. | Applies to Destiny Library Manager. |
| Renew own textbooks |
Site Administrator, Textbook Administrator |
Renew one's own textbook checkouts in My Info. | Requires the View own status permission. | Applies to Destiny Textbook Manager. |
| Renew own resources |
Site Administrator, Resource Administrator |
Renew one's own resource checkouts in My Info. | Requires the View own status permission. | Applies to Destiny Resource Manager. |
| Edit own classes (teachers only) |
Site Administrator, Textbook Administrator, Resource Administrator, Teacher |
In the Currently Teaching section of the teacher's Patron Status page in My Info, for the classes a teacher is assigned to, they can transfer checked-out copies to another class or to another teacher's class. Also, they can view basic patron information for students who have been reassigned textbooks. |
The teacher also needs the View own status permission. |
Applies to Destiny Resource Manager and Destiny Textbook Manager. To be considered a "teacher" by Destiny, the Currently Teaching checkbox in the patron record must be selected. |
| Place hold for self from Catalog |
Site Administrator, Library Administrator, Teacher, Patron |
Place a hold request for oneself on a title details page in the Catalog. |
None | Applies to Destiny Library Manager. |
| Place multiple holds for self |
Site Administrator, Library Administrator, Teacher |
Place multiple holds on library materials for oneself from the Catalog. | Requires the Place hold for self from Catalog permission. The maximum number of holds depends on Max Holds setting for the patron type in Admin > Library Policies. | Applies to Destiny Library Manager. |
| Delete holds and reserves for self |
Site Administrator, Library Administrator |
Delete holds placed by oneself. | Requires the Place hold for self from Catalog permission. | Applies to Destiny Library Manager. |
| Place reserve for self from Catalog |
Site Administrator, Library Administrator |
Place a reserve on library materials for oneself from the Catalog. | Requires the Place hold for self from Catalog permission. | Applies to Destiny Library Manager. |
| Place holds on available copies |
Site Administrator, Library Administrator, Teacher |
Place a hold on an available copy. | Requires the Place hold for self from Catalog permission. |
Applies to Destiny Library Manager. Without this permission, patrons can only hold titles that do not have copies available. |
| Place ILL for self from Catalog |
Site Administrator, Library Administrator, Teacher |
Place an ILL for oneself on the title details page of the Catalog. | Requires the Place hold for self from Catalog permission. | Applies to Destiny Library Manager. |
| Book media for self from Catalog |
Site Administrator, Library Administrator, Teacher |
Book district media materials for oneself | None | Applies to Destiny Media Manager. |
| Edit/extend bookings for self from My Info |
Site Administrator, Library Administrator |
Change loan periods and extend (renew) one's own district media bookings. | Requires the Self-Empowered Patron Access -Book media for self from Catalog permission. | Applies to Destiny Media Manager. |
| Create multiple Lists |
District Library Cataloger, District Textbooks Manager, District Resource Manager, District Reports Manager, Site Administrator, Library Administrator, Textbook Administrator, Resource Administrator, Teacher |
Create additional Resource Lists | Requires the Access My Lists for [product] permission on one or more of these tabs: Library Materials, Textbooks, Media, or Resource. | None |
| Publish My Lists |
District Library Cataloger, District Textbooks Manager, District Resource Manager, District Reports Manager, Site Administrator, Library Administrator, Textbook Administrator, Resource Administrator, Teacher |
Make one's Resource Lists available to others having the View Public Lists permission. | Requires the Access My Lists for [product] permission on one or more of these tabs: Library Materials, Textbooks, Media or Resource. | None |
| Publish My Lists across the District |
District Library Cataloger, District Textbooks Manager, District Resource Manager, District Reports Manager, Site Administrator, Library Administrator, Textbook Administrator, Resource Administrator |
Make one's Resource Lists available throughout the district to others having the View District Public Lists permission. | Requires the Access My Lists for [product] permission on one or more of these tabs: Library Materials, Textbooks, Media or Resource. | None |
| Share ownership of My Lists |
District Library Cataloger, District Textbooks Manager, District Resource Manager, District Reports Manager, Site Administrator, Library Administrator, Textbook Administrator, Resource Administrator |
A Resource List owner can add other patrons as co-owners to a list. Shared lists will appear on co-owner’s Resource Lists. | To access Catalog > Resource Lists, the user must have the Access My Lists for [product] permission on one or more of these tabs: Library Materials, Textbooks, Media or Resource. | None |
| Save and Email List |
District Library Cataloger, District Textbooks Manager, District Resource Manager, District Reports Manager, Site Administrator, Library Administrator, Textbook Administrator, Resource Administrator |
Save a Resource List as a text file, and email a List. |
To access Catalog > Resource Lists, the user must have an Access My Lists for [product] permission on one or more of these tabs: Library Materials, Textbooks, Media or Resources. |
"Email this List" only appears if an SMTP (mail) server is set up on the "Edit <district name>" page. |
| View Local Public Lists |
District Library Cataloger, District Textbooks Manager, District Resource Manager, District Reports Manager, Site Administrator, Library Administrator, Textbook Administrator, Resource Administrator, Teacher |
View local Resource Lists made public by their owner | To access Catalog > Resource Lists, the user must have an Access My Lists for [product] permission on one or more of these tabs: Library Materials, Textbooks, Media or Resource. | None |
| View District Public Lists |
District Library Cataloger, District Textbooks Manager, District Resource Manager, District Reports Manager, Site Administrator, Library Administrator, Textbook Administrator, Resource Administrator, Teacher |
View district Resource Lists made public by their owner | To access Catalog > Resource Lists, the user must have an Access My Lists for [product] permission on one or more of these tabs: Library Materials, Textbooks, Media or Resource. | None |
| Transfer ownership of Public Lists |
District Library Cataloger, District Textbooks Manager, District Resource Manager, District Reports Manager, Site Administrator, Library Administrator, Textbook Administrator, Resource Administrator |
Transfer Resource Lists to other local users | To access Catalog > Resource Lists, the user must have an Access My Lists for [product] permission on one or more of these tabs: Library Materials, Textbooks, Media or Resource. | None |
| Recommend titles to other users | Site Administrator | Recommend a title to another logged-in user. | To access My Info, users must have the View own status permission. |
Applies to Destiny Library Manager and Destiny Media Manager. |
| Allow comments on recommendations | Site Administrator | Write comments to another logged-in user. | To access My Info, requires the View own status permission. Requires the Recommend titles to other users permission. | Applies to Destiny Library Manager. |
| Approval not required | Site Administrator | Send recommendations directly to other patrons without approval | Requires the Recommend titles to other users permission. |
Applies to Destiny Library Manager and Destiny Media Manager. |
| Able to create own login and modify password | None | Create their own user name and password. It also lets users change their password and email address. | You must select Allow patrons to create their user name and password in Admin > Site Configuration > Circulation. | None |
| Able to post to social media sites |
Site Administrator, Library Administrator |
Click links to social media sites on a title details page in the Catalog. | None | Applies to Destiny Library Manager. |
| Create Help ticket for self |
Site Administrator, Resource Manager |
Create and submit Help tickets in Admin > Help Ticket or from a resource on My Info page | Service Team must be set up in Resource Templates prior to creating Help tickets | Applies to Destiny Resource Manager. |