Creating a New User Account

Purpose

To detail the process of creating a user account

Covers: Creation of a new user, assigning a password and username to a new user account

Does not cover: Creation of a borrower type record

What is the difference between a Borrower and a User account?

A User account is a record that will not appear in the Borrowers table. As such, it cannot be assigned to a Tutor Group, set as a Form Tutor, or have reminders/memos sent to them.

They can be used if you decide not to add Staff members to the Borrower's table. These typically are assigned higher level permissions than students borrower accounts, but can be used for Library Helper or Library Assistant accounts. 

Instructions

Log into your library system as an administrator user and click on 'Manage Library' or 'Librarian Only'.

In Management, select 'Security' from the menu bar at the top of the page and then select 'User Manager'.

To create a new user account, click 'New'. If required, you can edit or delete an existing user account, select the record from the list and click 'Edit' or 'Delete' as required.

The new user box will open. Populate the 'Surname' and 'Forename' fields. 

Select a 'Site Name' option if you would like to assign this user to a specific site.

If you would like to stop this user from being able to log in, you can check the 'Banned' box.

Under the 'Security' heading, populate the 'Logon Name' and 'Security Group'.

Click 'Change Password' to add a password to the user account (or replace the existing one).

Select a 'Management Theme', this defines the default icons the user will see when logged in.

Click 'OK' to save the new or edited user account.

Once the user account has been saved, you can log in as that account in the same way you would log in as the administrator or librarian.

How some of our other customers have phrased this

- How do I add another Librarian/Admin account?

- Can I create login details for someone who doesn't have a borrower record?