Adding Operators and Capabilities (Requires Organization/Checkout Center Admin rights)

Operators are employed by an Organization and authorized to work at one or more Checkout Centers. Operators are assigned roles and capabilities to perform specified activities. Operators must be employed by the Organization to edit or create entities such as Checkouts, Reservations, Groups, etc assigned to the Organization and Checkout Centers under the Organization.

Go to https://webcheckout.carleton.edu where you should see Carleton's Single Sign-On(SSO) to use your Carleton username and password
Choose your Checkout Center (if you only have access to one checkout center you may not need to perform this step)
Click Admin -> Organization -> click on the Operators tab...
Adding operators is at the top of this page.
1. Administrators with the Manage Operators capability can add/edit/and remove Operators. Please note, Operators cannot give themselves or others a capability that they do not already posses.
  Organization Operator Tab
  1. 1. Click the Operators tab in the Organization detail screen.
    2. In the Name/User ID field, enter Patron name, Person-ID, or barcode. Name/User ID field is auto-complete. As you type, like matches will appear in a menu. Select the Patron to add.
    3. Click the Patron’s name link to manage their Operator settings. You are now in the Operator Info tab of the Patron detail screen.
    4. Select Checkout Center(s) Operator has access to and click Set Authorized Centers by checking the box.
    5. Set if allowed. Please note, this option will only display if Allow Operator Password Management is enabled. Operator login Password Password must contain at least 4 ASCII characters and is case sensitive. Enter and re-enterPatron Operator Info Tab
      Password then click Set Password. Success Password for [Patron name] changed displays in the green banner at the top.
      - Those with the Authentication Module, do not set Password. Operators login are institution’s credentials.
      - Instances with Allow Password Reset enabled can have Operators set their own password using the Password Reset prompt on the login screen.
    6. Enter and re-enter Patron Identification Number (PIN). PIN must contain at least 4 ASCII characters, is case sensitive, and must be unique per Operator. Select Set PIN when finished. Success pin for [Patron name] changed displays in the green banner at the top.
    7. Assign Operator Role by selecting Role from the drop down menu and click Set Role. Capabilities granted by Role will be indicated as such. Capabilities granted by the Operator Role cannot be removed.
    8. To add additional Operator capabilities, select the check box next to the capability and click Save Capabilities.
Removing operators: Check the boxes of those who you want to remove and scroll down to the bottom left and you'll see the "Remove" button.

General Reference for Operator Capabilities

Capabilities provide Operators access to perform actions. The table below describes the various capabilities.

Category	Capability	Description	Module Required
Bypass Functions	Bypass PIN Entry	Perform authorized tasks without entering a PIN. Not recommend for Operators sharing a computer.
Bypass Functions	Bypass Require Scan to Pickup	Scanning barcode to pickup Resources is not required when Require Scan to Pickup is enabled and all Resources are assigned by ID.
Bypass Functions	Bypass Require Scan to Return	Scanning barcode to return Resources is not required when Require Scan to Return is enabled. Operator has the option to select Resources for return.
Certification	Manage Certifications	Enable Resource Type Certifications and add/manage certified Patrons. Requires Certification Module.	Certifications
Certification	Revoke Certifications	Invalidate Patron Resource Type Certification.	Certifications
Circulation	Approve Patron Reservations	Approve or cancel Reservations if Checkout Center requires approval.	Patron Portal
Circulation	Change Patron on Confirmed Reservations	Allow Operator to change Patron when editing a Reservation. Operator must also have the Edit Allocations Capability.
Circulation	Edit Allocations	Edit Reservations and Renew Checkouts.
Circulation	Perform Circulation Actions	Create and Pickup Reservations. Create and Return Checkouts. Bypass Signature on File Requirement.
Circulation Overrides	Allow Self Checkouts	Allow Operator to create their own Checkouts and Reservations. Operator can also Pickup their own Reservations and Approve their Patron Portal Reservations.
Circulation Overrides	Allow Self Returns	Allow Operator to Return their own Checkouts.
Circulation Overrides	Override Checkout Center Hours	Schedule Pickups and Returns outside of Checkout Center open hours.
Circulation Overrides	Override Hold	Allow Checkout and Reservation to Patron on Hold.
Circulation Overrides	Override Inactive Patron	Allow Checkout and Reservation to inactive Patron.
Circulation Overrides	Override Late Resources	Allow Checkout and Reservation to Patron with overdue Checkout.
Circulation Overrides	Override Max Checkout/Reserve Policy	Schedule Checkout and Reservation longer than the Max Checkout/Reserve Policy.
Circulation Overrides	Override Max Unserialized Qty	For Unserialized Resources only. When Allocation exceeds the maximum quantity of the unserialized Resource within the proposed time period.
Circulation Overrides	Override Min. Reservation Lead Time Policy	Schedule Pickup Time less than the Minimum Reservation Lead Time Policy.
Circulation Overrides	Override Open Invoice	Allow Checkout and Reservation to Patron with an open invoice.
Circulation Overrides	Override Open/Close Intervals Policies	Schedule Pickups and Returns within the Minimum Interval between Open/Close and Pickup/Return Policies.
Circulation Overrides	Override Per Patron Max Allocation Policy	Allow additional Checkout and Reservation than the Per Patron Max Allocation Policy.
Circulation Overrides	Override Pickups/Returns Forbidden Policy	Schedule Pickups and Returns on forbidden days.
Circulation Overrides	Override Renewal Count Limit Policy	Allow additional Renewals than the Renewal Count Limit Policy.
Circulation Overrides	Override Require Credit to Circulate	Allow allocations for accounts that do not have sufficient credit.
Circulation Overrides	Override Reservation Advance Limit Policy	Schedule Reservation Start Time further than the Reservation Advance Limit Policy.
Circulation Overrides	Override Resource Count Limit Policy	Allow Checkout and Reservation to include more Resources than the Resource Count Limit Policy.
Circulation Overrides	Override Resource Type Authorization	Allow unauthorized Patron to Checkout or Reserve restricted Resource Type.
Circulation Overrides	Override Resource Type Certification	Allow non-certified Patron to Checkout or Reserve restricted Resource Type.
Circulation Overrides	Override Resource Type Limit Policy	Include more Resources of the Type than the Policy.
Circulation Overrides	Override Resource with Open Tickets	Circulate Resources with open tickets for repair and maintenance.	Repair and Preventative Maintenance
Circulation Overrides	Override Restricted Checkout Centers	Allow Checkout or Reservation to Patrons who are not members of a Restricted Checkout Center.
Circulation Overrides	Override Restricted Organization	Allow Checkout or Reservation to Patrons who are not members of a Restricted Organization.
Circulation Overrides	Override Simultaneous Pickups/Returns Policy	Schedule additional Pickups and Returns within the Simultaneity Period.
Circulation Overrides	Override Usage/Reserved Limits Policies	Schedule Checkout that exceeds the Per Patron Usage Limits per Day/Week/Semester Policy. Schedule Reservation that exceeds Per Patron Reserved Limits per Day/Week/Semester Policy. Includes ability to override “Max Aggregate Value” policy.
Circulation Overrides	Release Locked Allocation	Gain control over an Allocation locked by another session.
Circulation Overrides	Remove Turnaround Time	Checkout, Pickup or schedule a Reservation for a recently returned Resource still within the Turnaround Time Policy.
Circulation Overrides	Schedule Reservation Start Time in the Past	Create Reservation with the Start Time earlier than the current time.
Data Management	Backup Database	Manually Backup database.
Data Management	Import Files	Import all data files into any Organization and Checkout Center.
Data Management	Manage Checkout Center	Edit Checkout Center information.
Data Management	Manage Departments	Create and edit Departments for invoicing and assigning non-circulating Resources.
Data Management	Manage Group Authorizations	Create and edit Groups, Sections, Section Members, and Authorization Sets.
Data Management	Manage Keys	Provides access to the Facilities App to manage sensitive Key information. (available as of July 2021)
Data Management	Manage Locations	Edit Location information. (available as of July 2021)
Data Management	Manage Organization	Edit Organization information. With Manage Checkout Center capability and Enterprise License, add new Checkout Centers to the Organization.
Data Management	Manage Patron Password	For those without login authentication, create and edit Patron password.
Data Management	Manage People	Create and edit Person information.
Data Management	Manage Project Templates	Available in March 2022 and later. Requires the Greenlighting App. Edit Project Templates
Data Management	Manage Projects	Available in March 2022 and later. Requires the Greenlighting App. Edit Project information
Data Management	Manage Templates	Create and edit Email Templates.	Email Messaging
Inventory Management	Manage Help Desk Tickets	Create, edit and assign Help Desk Tickets.	Help Desk
Inventory Management	Inventory Resources	Perform inventory. Requires Manage Resource capability in version 4.4.1 and earlier.
Inventory Management	Manage Inventory Projects	Create and manage inventory projects. Requires Manage Resource capability
Inventory Management	Manage Resource Condition.	Add/edit/delete Resource Condition Note.
Inventory Management	Manage Resource Types and Policies	Create and edit Resource Type records. Edit Resource Type Policies as well as Checkout Center and Organization Policies.
Inventory Management	Manage Resources	Create and edit Resource records. Required to perform inventory.
Inventory Management	Offline and Online Resources	Take Resource offline and bring offline Resource back online. Please note, an Operator with this capability must be logged into WebCheckout to offline a Resource. Operator PIN cannot be accepted for this action.
Inventory Management	Reassign Resource	Move Resource to another Organization, Checkout Center, or Resource Type
Media	Manage Bibliographic Records	Create and edit Bibliographic records.	Media
Media	Manage Holdings	Create and edit Media Holdings. Requires Media Module.	Media
Patron Management	Manage Invoices and Holds	Create and edit Invoices. Add and remove administrative Holds
Patron Management	Manage Operators	Add/remove Operators and assign capabilities and PIN. For those without login authentication, assign Operator password. Also requires the Manage Organization capability.
Patron Management	Send Email	Manually send WebCheckout emails.	Email Messaging
Personnel Scheduling	Manage Personnel Scheduling	Administrative access to Personnel Scheduling.	Personnel Scheduling
Tasks	Assign Tasks	Assign Tasks to People
Tasks	Manage Tasks	Manage System Wide Task Types
WebCheckout Administration	Alter System	Log into any Checkout Center; alter Global Settings; create Organizations with Enterprise License; manage Operators at all Organizations.

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