Patron accounts and staff access
Last modified by BibOS Admin on 2026/11/14 19:08
Plan account categories, essential data and permissions for real staff roles.
Check the official Koha manual for your installed version.
Start with categories
Koha patron categories group accounts for configuration and policy purposes. Set them up before adding or importing patrons. Staff permissions determine which parts of the system an account can use.
Prepare an account plan
| Decision | What to document |
|---|---|
| Categories | Who belongs to each category and why it needs different rules |
| Required fields | The information needed to provide your library service |
| Identifiers | How card numbers will stay unique during migration |
| Account lifecycle | Who reviews renewals, expiry and obsolete accounts |
| Staff roles | Which tasks each role needs to perform |
Test permissions with representative roles
Create a test plan for a circulation assistant, cataloguer and administrator. Each role should be able to finish its intended tasks. Also verify that unrelated administrative tasks are unavailable.
Review messages, delivery settings and account recovery with your team. Keep real patron data out of BibOS planning notes. The current workspace has no patron import or account management module.