How to share a patron list with other staff members

How to share a patron list with other staff members

It is possible to set a patron list as shareable so other staff members can add or delete users from it.  

Creating a Patron List

Go to Patrons > Patron Lists > +New patron list

When creating a new list there will be the option to define the list as Shared.

If this option is ticked it will enable users that did not create the list to view and make edits to it.

Adding users to the patron list

Patrons can be added as normal to the list by the creator. 


The list itself will be recorded as Shared and who shared it.

If another user logs into staff side they will be able to view, add and remove patrons but they will not be able to delete the list itself.

It is currently not possible to share the list with only a specific user, either the list can be seen by other users on the staff side or it can only be seen by the creator. It is however possible to limit patron access to patron lists using borrower permissions.


Version History

Version

Date

Detail

Author

1.0

12/04/19

Create document

Holly Cooper

2.0

14/05/20Move to ZohoHolly Cooper

Retention Policy

Permanent








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