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| 1 | += Permission Tree Display Entries = |
| 2 | + |
| 3 | +The *Permission Tree Display Entries* interface controls how permission groups display in the profile group dropdowns in the patron search, or in a user’s account. If you have added or deleted a permission group that you will be assigning users to, you will want to make sure the corresponding updates are made in the permission tree display. |
| 4 | + |
| 5 | +To edit the permission group display entries, go to *Administration* > *Local Administration* > *Permission Tree Display Entries*. To view all current display entries, choose the consortium level organizational unit under *Permission Group Entries in Library* to view the current display entries. If the location selector is not a the consortium level, no display entries will display. |
| 6 | + |
| 7 | +== Adding a Display Entry == |
| 8 | + |
| 9 | +To add a permission group to the tree display: |
| 10 | + |
| 11 | +. In the permission tree, select the parent group for where you would like to add the group. For example, if you are adding a new Staff subgroup, click Staff. |
| 12 | +. Click *Add*. |
| 13 | ++ |
| 14 | +image::permission_tree_display_entries/perm_group_display_add.png[Add permission group to display tree] |
| 15 | ++ |
| 16 | +. In the popup window, choose the permission group you would like to add from the *Available Entries* dropdown. Note that only permission groups not currently in the display tree will appear. |
| 17 | ++ |
| 18 | +image::permission_tree_display_entries/perm_tree_display_available_entries.png[Available entries] |
| 19 | ++ |
| 20 | +. The *Add as root entry?* checkbox should be selected if the group you are adding should be a main category, for example, Patron. This setting only works if you click on the main Display Entries group. Otherwise, it will add a subentry. |
| 21 | +. Click *Submit*. A “Display Entry successfully added” toast will appear at the bottom right of the screen. |
| 22 | ++ |
| 23 | +image::permission_tree_display_entries/perm_tree_display_submit.png[Submit permission display entry] |
| 24 | ++ |
| 25 | +. Use the *Move Up* and *Move Down* buttons at the top of the screen to change the order of the list if necessary. |
| 26 | ++ |
| 27 | +image::permission_tree_display_entries/perm_tree_display_move.png[Move permission display entry] |
| 28 | ++ |
| 29 | +. Click *Save*. |
| 30 | ++ |
| 31 | +image::permission_tree_display_entries/perm_tree_display_save.png[Save permission display entry] |
| 32 | ++ |
| 33 | + |
| 34 | +Now the permission group should show in the _Profile Group_ dropdown in the patron search and in the _Main (Profile) Permission Group_ dropdown in a user’s account edit tab. |
| 35 | + |
| 36 | +image::permission_tree_display_entries/perm_tree_display_profile_dropdown.png [Patron search profile group dropdown] |
| 37 | + |
| 38 | +== Deleting a Display Entry == |
| 39 | + |
| 40 | +To remove a permission group from the tree: |
| 41 | + |
| 42 | +. Click on the permission group name you would like to delete. |
| 43 | +. Click *Remove*. A “Display Entry successfully removed” toast will appear at the bottom right of the screen. |
| 44 | ++image::permission_tree_display_entries/perm_tree_display_remove.png[Remove permission display entry] |
| 45 | ++ |
| 46 | + |
| 47 | +NOTE: You do not need to click _Save_ after adding or removing groups; the entries will refresh automatically. You only need to click _Save_ when you use the _Move Up_ and _Move Down_ functions. |
| 48 | + |
| 49 | +== Permissions == |
| 50 | + |
| 51 | +* MANAGE_CUSTOM_PERM_GRP_TREE |
| 52 | + |
| 53 | +NOTE: The permission must be assigned at the consortium (0) depth to work properly. |
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