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.

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
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. 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.