The User Groups tab allows you to add a user to a new group, add a user to an existing group or modify the responsibility policy and responsibility levels of an existing group member. When you add a user to a group you must select the appropriate Responsibility Policy. Once the policy is selected the responsibility level, responsibility type and responsibility levels will default in from the policy settings. These can be modified if needed at the user level.
The User Groups tab consists of the following fields.
Group Name
Specifies the Group Name for this user. If you manually enter a Group Name that does not already exist, the new Group Name will be created. If you manually enter a Group Name that already exists, you will be given the option to add the user to the existing group. Alternately, you may select the Group Name by using the Browse User Group Gadget.
Note: If you change the group that a user belongs to, any existing charges, bills, and holds that belong to that user will be moved to the new group.
Responsibility Policy
Select the appropriate policy from the drop down list. The default setting for the Responsibility Policy field can be set in the New User Registration wizard properties. Once the Responsibility policy is selected, the appropriate Responsibility Level, User type and default access levels will display.
Responsibility Level
Displays the level of responsibility for delinquencies. The level can be either SELF or LINKED. This value is determined by the Responsibility Policy.
Responsibility Type
The type field is used to indicate if transactions such as checkouts are handled differently. This value is determined by the Responsibility Policy.
Select any of the following check boxes. The access levels are mostly relevant when the user is logged into the OPAC. Staff members will have access to group records in the WorkFlows client.
Display Charges
This option allows the user to see charges for other members of the group. The initial values defaults in from the selected Responsibility Policy but can be modified at the user level.
Display Holds
This option allows the user to see holds that belong to other members of the group. The initial values defaults in from the selected Responsibility Policy but can be modified at the user level.
Checkout Holds
This option allows the user to check out items on hold for other members of the group. The initial values defaults in from the selected Responsibility Policy but can be modified at the user level.
Remove Holds
Allows members of the group to remove holds for other members. The initial values defaults in from the selected Responsibility Policy but can be modified at the user level.
Display Bills
This option allows the user to see bills that belong to other members of the group. The initial values defaults in from the selected Responsibility Policy but can be modified at the user level.
Pay Bills
This option allows the user to pay bills for other members of the group. The initial values defaults in from the selected Responsibility Policy but can be modified at the user level.
Notice Master
This flag determines if all notices for the group are sent to this user. There can only be one Notice Master per group. If you check the Notice Master field for a user and there is already a designated notice master in the group, a message will display indicating that the Notice Master flag for the previous user has been cleared.
Allow Group Choice
This flag controls whether a prompt displays in the Checkout, Place Hold, and Bill User wizards to determine if the transaction (charge, hold or bill) is for the group or individual.
Related topics
User Responsibility Policy (User Group Responsibility Wizard)
Remove Group Membership Helper
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