pergamonmu:quickstart:new_assistant
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pergamonmu:quickstart:new_assistant [2017/08/10 15:10] admin created |
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| - Edit the [**Login**] field to reflect the new managerial record - we will use '**RA-Albert**' to indicate that this is '**Albert Johnson**', but you can choose anything that is locally appropriate - then complete the other name fields. As this user account will probably never be used by Albert, it is not really important that the login name is memorable - we do not even need to set the user account's password.\\ \\ | - Edit the [**Login**] field to reflect the new managerial record - we will use '**RA-Albert**' to indicate that this is '**Albert Johnson**', but you can choose anything that is locally appropriate - then complete the other name fields. As this user account will probably never be used by Albert, it is not really important that the login name is memorable - we do not even need to set the user account's password.\\ \\ | ||
| - Use the drop-down field to select the [**Reader**] to which these managerial permissions will be attached.\\ \\ | - Use the drop-down field to select the [**Reader**] to which these managerial permissions will be attached.\\ \\ | ||
| - | - Select each of the permissions that we want Albert to have, and check the line to **ON**. In our case, we have turned on the '**Circulations: Access**' permission to allow initial access to the Circualtions area, as well as to issue and return items.\\ \\ {{:pergamonmu:quickstart:quickstart-assist-permissions.png?nolink&100 |Reader Assistant}}\\ \\ | + | - Select each of the permissions that we want Albert to have, and check the line to **ON**. In our case, we have turned on the '**Circulations: Access**' permission to allow initial access to the Circualtions area, as well as to issue and return items.\\ \\ {{:pergamonmu:quickstart:quickstart-assist-permissions.png?direct&100|}}\\ \\ |
| - | - When finished, click [**Update**] to save the changes.\\ \\ | + | - When finished, click [**Update**] to save the changes to the database. |
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| + | ===== Using the Reader Assistant ===== | ||
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| + | In order to demonstrate the Reader Assistant Account working: | ||
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| + | - If you are currently logged in as a manager, log out until the [**Manager**] toolbar icon shows a closed lock.\\ \\ | ||
| + | - Select the green reader [**Login**] button from the toolbar.\\ \\ | ||
| + | - Enter the Reader Barcode for Albert Johnson - in our case '**00001**', but use whatever reader barcode you entered locally.\\ \\ | ||
| + | - Enter the Reader Password that you created for your user in the Reader Manager - in our case the same as the reader barcode, '**00001**'.\\ \\ | ||
| + | - The reader should now be logged in and displaying the standard Reader menu items [**My Borrowing**] and [**My Reservations**], but also the new managerial authorised menu option [**Issue & Return**].\\ \\ {{:pergamonmu:quickstart:quickstart-assist-logged-in.png?direct&100 |}} | ||
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| + | ---- | ||
| + | {{:logo.png?nolink |}}\\ | ||
| + | [[pergamonmu:quickstart:index|Quickstart Guide]]\\ | ||
| + | [[:start|Pergamon Wiki Home]] | ||
pergamonmu/quickstart/new_assistant.1502377825.txt.gz · Last modified: 2017/08/10 15:10 by admin
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