Add Login

The Add Login feature allows the creation of multiple logins for a single user.  Add Login should be used for additional responsibilities for the same person (for example, a selector that needs separate logins for selecting Juvenile titles and Adult titles).

To add a login:

1.    Locate the user you wish to add an additional login for.

2.    Click  to the far right of the username line.

3.    Type the new Username.

4.    Type a Password for the user and enter the same password again in the Confirm Password field.  The password does not display but is obscured by bullets.  Note that passwords MUST be a minimum of 6 characters.

5.    Click the checkbox in the  column if the user is authorized to submit orders; leave blank if user does not have ordering privileges.

6.    Click the checkbox in the  column if the user is to have Administrative privileges; leave blank for a Non-administrative user.

7.     If FTP MARC Download (available from System Settings) is set-up and the user is authorized, click the checkbox in the  column; leave blank if user is not to have FTP MARC Download privileges.

8.     If your library uses grid templates, the established branch codes will display.  Assign which branch codes the user is authorized to use by clicking on the associated checkbox(es).  

Note that when a branch is selected, the screen refreshes and displays all processing profiles related to the selected branch.  You can click the Select All checkbox to quickly assign access to all branch codes.

9.    Select the processing profiles that the user is authorized to use by clicking on the associated checkbox(es).  A profile includes cataloging and/or processing instructions established for your library system with Brodart. 

Note that you can click the Select All checkbox to quickly assign access to all processing profiles.

10.    Select one of the profiles as the user’s default profile.  Click the Default radio button at the right side of the screen to make your selection.  You should select the user’s most frequently used processing profile.

11.    If your library uses grid templates, the established fund codes will display.  Assign which fund codes the user is authorized to use by clicking on the associated checkbox(es).

You can click the Select All checkbox to quickly assign access to all fund codes.

12.    If families are established, click the appropriate checkbox(es) in the Families portion of the screen to select the family(ies) the user will be a member of, if any.

13.    Select the user’s level of access for each family selected.

14.    If your library uses grid templates, the established grid templates will display.  Assign which grid templates the user is authorized to use by clicking on the associated checkbox(es).

You can click the Select All checkbox to quickly assign access to all grid templates.

15.    Click  to save the information.

Note that the newly created login is listed below the original user and that Last Name, First Name and E-mail are indented, grayed out, and have no button.  If changes to Last Name, First Name, or E-mail need to be made, they must be updated at the original Username level.  Resorting by username removes the indenting and may separate the usernames.