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.		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.

None

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

Permission

Default Access Level

Users with this permission can...

Dependencies

Notes

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	None
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.		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.