*** This version of Confluence is for testing only and contains a copy of content from June 29th 2026. No changes will be preserved. ***
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Acq3
Amy met with Lisa, Joanna, Jean, Laura on June 8 to fine-tune in Iris.
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- Acq2 set
- Invoice: Can view, edit and delete Invoices and Invoice
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- lines
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- Orders: Reopen purchase orders
- Orders: Unopen purchase orders
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- Organizations: Interface usernames and passwords: view, edit, create, delete
- Organizations
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- : View, edit, create
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- Settings (Orders): Can view
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- all settings
- Settings (Orders): Can view, edit, create new Order Templates
- Settings (Orders): Can view, edit, delete Order Templates
- Settings (Organizations): Can view and edit settings
- Settings (Receiving): Can view and edit settings
Acq2
Amy met with Lisa, Joanna, Jean, Laura on June 8 to fine-tune in Iris.
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- Acq1 set
- Inventory: Move holdings
- Inventory: Move items
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- Inventory: View, create, edit instances
- Inventory: View, create, edit, delete holdings
- Inventory: View, create, edit, delete items
- Invoice: Can view, edit and create new Invoices and Invoice lines
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- Orders: Create order lines
- Orders: Create orders
- Orders: Delete order lines
- Orders: Edit order lines
- Orders: Edit orders
- Orders: Remove orders
- Orders: Update encumbrances
- Organizations: Interface usernames and passwords: view
- Organizations: View, edit
- quickMARC: Derive new MARC bibliographic record
- quickMARC: View, edit MARC bibliographic record
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- Receiving: View, edit, delete
Acq1
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- Inventory: Import single bibliographic records
- Inventory: View instance records being suppressed for staff
- Inventory: View, create holdings
- Inventory: View, create, edit items
- Notes: Can assign and unassign a note
- Notes: Can create a note
- Notes: Can delete a note
- Notes: Can edit a note
- Notes: Can view a note
- Orders: View order lines
- Orders: View orders
- Organizations: View
- Receiving: View, edit, create
Acq Unopen Reopen
Unopening and reopening records can create accidental duplicate records, so it's only given to Acq3. Occasionally someone without Acq3 permissions needs to do this.
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AB 8/4/21 Some staff need to delete invoice lines; but "Invoice: Can view, edit and delete invoices and invoice lines" also allows staff to delete invoices, which we don't want them doing. We've submitted an enhancement request to have "delete invoice lines" as a separate permission. For now we're assigning a hidden permission. Not sure if the second line is needed.
- Invoice - delete an existing Invoice line
- Invoice storage - delete invoice line
Move Holdings and Items
There can be problems with moving something that's on order, and the app owners recommend that these permissions be issued sparingly.
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