Tip for January 14, 2019

Has an administrator or principal asked for access to Alexandria to run reports or view patron data? What if you want to give them access, but you don’t want them messing anything up?

Easy. It’s all in Security.

Security Preferences

Go to Patron Management and open a patron record, then look at the Security Group underneath their picture. The group this patron is assigned to dictates what they can and cannot do in Alexandria. Most of your patrons will be in a Patron group that only allows access to Researcher, not Librarian. Others might be student aides, or librarians with various security settings.

For example, you could create a security group for Read Only.

Open Preferences and click on Security.
On the left are all the groups in your system. You can modify an existing group or create a new one. At the bottom, click + to add a new group.
Specify a name for this group, such as Read Only.
Preset the security options to All Off, then click Add.
Go through the settings in each tab and, when necessary, change the settings to View. Here are a few examples for this scenario:
- Patron Reports = Reporting tab > Librarian subtab > Patron Reports > View
- Circulation Reports = Reporting tab > Librarian subtab > Circulation Reports > View
- Statistics Reports = Reporting tab > Librarian subtab > Statistics Reports > View
- Patrons = Management tab > Patrons > View

That's it!

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