Associate a Patron with Your Site

Districts often share more than just resources; they also share personnel. In addition, students may attend classes at more than one school. Although each user, referred to as a patron, is assigned a primary site, Destiny can associate them with multiple schools across the district.

Patrons associated with more than one site will see Settings icon next to the their school name in the page header and can easily switch between sites without logging out.

Depending on your permissions, you may see Primary Site icon.next to the primary site of patrons associated with more than one site. Users with Add/Edit patrons permission can edit patrons associated with their school. A District Patrons Manager or users with the Search for patrons across the district permission can add a site association to patrons of other sites.

To associate a patron with your site:
  1. Select Admin > Manage Patrons.
    Note: If you are logging in as a District User, select District in the upper right corner, and then Admin > Manage Patrons.
  2. Select the Search across the district checkbox.
  3. In the Find field, scan or type the patron’s barcode number, or type a keyword (such as a patron’s name).
  4. Press Enter, or click Search.
    Edit Patron for a faculty user.
  5. Next to the patron you want to associate with your site, click Add. The Edit Patron page appears.
  6. On the General sub-tab, assign a barcode number, and add or update information.
  7. Make sure the Patron Type and Access Level are appropriate for your school.
  8. To create the association, click Save.

To view all sites associated with a patron:

  1. Select Admin > Manage Patrons.
  2. To see patrons not currently associated with your site, select the Search across the district checkbox.
  3. In the Find field, scan or type the patron’s barcode number.
  4. Press Enter, or click Search.

If a patron is deleted from his or her primary school, the school with the oldest secondary association becomes the patron’s new primary school. A District Patrons Manager or users with the Search for patrons across the district permission can globally add and remove site associations.

 

To associate a patron with additional sites as a district user:

  1. Log in to Destiny as a district user.
  2. Select Admin > Manage Patrons.
  3. In the Find field, scan or type the patron’s barcode number, or type a keyword (such as a patron’s name).
  4. Press Enter, or click Search.
  5. Next to the patron you want to associate with additional sites, click Edit. The Edit Patron page appears.
  6. On the General sub-tab, type the patron's existing password in the Confirm Password field or type a new password in the New Password and Confirm Password fields.
  7. Click + Additional Site.
  8. From the site drop-down, choose the site to add.
  9. If this should be the primary site, select Make Primary Site.
  10. Assign a barcode number, and add or update other fields information.
  11. Make sure the Patron Type and Access Level are appropriate for your school.
  12. To create the association, click Save.

To switch between sites:

Patrons associated with more than one site see setting icon next to the their school name in the page header.

  1. Next to the school name, click settings icon.
  1. To select the desired site, use the Select a Site drop-down.

    Select a Site drop-down

    Note: The patron is automatically logged in to the desired site.