Adding and Updating Librarian Accounts with Admin Access

 

To Add a New Staff Account

  1. Click on People > Add an Account
  2. Enter a generic name for the branch, or an individual's name if this is an individual account. 
  3. For general staff logins, we recommend choosing a standard login like "EastBranch, WestBranch," and one password for all staff accounts. Multiple people may be logged into a staff account at one time.
  4. Update the role to be "Library Staff," "Branch Admin," or "Library Administrator," as needed.
  5. Select  to attach a reader profile for that person or generic account, and note the age as any adult age. 
  6. Select "no" as answers to the following two questions.
  7. Do *not* enroll this person in any programs.
  8. Select Add. 
  9. Now when you provide the login details to a staff member, s/he will have no trouble logging into Beanstack and viewing the appropriate administrative tools. 

To Update an Existing Librarian Account

  1. Click on People > Find a Person
  2. Click on the person's name in the "Account Creator" column
  3. Click on the "Edit" button under "Account Info" on the right side of the screen
  4. Update the field for "Role" to be the role you want that person to have.
  5. Select "Save"
  6. Once you have done this, the person need only refresh his/her page and will have a new level of access assigned to them.
Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.