Operators are technically patrons; they just have more program permissions and access (District Administrators, Librarians, Student Aides, and more). Their records are created and managed in Patrons Management just like regular patrons. Program access is determined by a patron's Security Group, which is designated on the Personal Info tab of a patron record.
Security Groups determine what actions operators or patrons are permitted to perform. By default, newly created patrons are assigned to the Patron (5) Security Group. This level doesn't allow any access to the Data Station or management-side of the program. Change their Security Group by editing the Personal Info tab of their patron record.
To determine the specific permissions each Security Group has, go to Security Preferences. By default, Administrator-level access (1) are the only security groups that allow you to make modifications.
If you have students or patrons help in the library sometimes, they can be assigned a security group that will allow them to assist with inventory, circulation, and more.
Consider creating one general Student Aide account for all assistants to log into when they're helping. However, if you would prefer to track exactly who's doing what, create a separate account for each aide. To see logs showing operator actions, contact our Support team at 1-800-347-4942 or run the Export Log export.
We provide several resources that new operators may find useful as they get used to navigating Alexandria: