As we fine-tune permission sets, please:
- update the wiki with the revised set
- add a dated note with a short description of the revision
When staff need additional permissions not covered in their primary sets, we create supplemental permission sets.
- even if only one permission is needed, it's better to create a set for it; the set may need a change down the road (or may need to be deleted) and it's easier to modify a set than to track down who has an individual permission
- an exception to the above rule can be for app point people who are developing workarounds for missing functionality
When you give someone a permission set, update the spreadsheet - since we don't yet have a report that tells us who has what.
- FOLIO - who has what: https://cornell.app.box.com/file/834284330335
- Voyager - historical data on who had what: https://cornell.app.box.com/file/835884368837
How to Create or Edit a Permission Set
- IMPORTANT: If you are EDITING (not just viewing) a permission set that contains hidden permissions, you MUST first choose to list invisible permissions as described here: Assigning and Working With Hidden Permissions. Otherwise the set may be saved without the hidden permissions that were previously there.
- The permission sets interface is in the Settings app; within that app go to Users, and Permission sets is the first item under General. Or click here: https://cornell.folio.ebsco.com/settings/users/perms .
- Choose the set you want to view/edit, or click on New to create a new set.
- For a new set, come up with a name. At this point we're mostly creating supplemental sets with very few permissions, so try to be specific with the name. I've been inconsistent on adding descriptions; I'm more focused on adding a note to the wiki.
- Clicking on Add permission gives you this screen. Don't add any deprecated permissions. You can see what Iris has, compared to Honeysuckle, here: Iris to Honeysuckle .
