Quick Reference Guide

Here is a handy guide for staff and volunteers to use as a reference.

= Add new

= Back to previous page

= Delete record

= Edit record

= Refresh page

= Save data on page

= Save data and return to previous page

Add a New User

Select the Patrons tab from the top menu, then Add Patron. Enter the user’s information, then click Save.

Search for Existing User

Select the Patrons tab from the top menu. The search function allows you to filter results by name, username, email, DOB, program, and gender.

Edit User (and Change Password)

After locating the user, click the Edit icon to open the Patron Account Details screen. You can edit all elements of the user’s profile, including changing the password.

Award Prizes

Choose a user, select Patron Prizes from More Patron Info to see if prizes have been earned. Once the prize has been awarded, click the No under Redeemed Flag to change it to Yes.

Edit Reading Logs

Choose a user, select Patron Logs from More Patron Info to see a complete list of the user’s reading activities.

Edit Awarded Badges

Choose a user, select Patron Badges from More Patron Info to see a full list of the user’s achievements.

See User Notifications

Choose a user, select Patron Notifications from More Patron Info for a list of sent/received messages.

Find Family Members List

Choose a user, select Sub Account List from Patron Info —a list of associated accounts and a full set of editing options will be visible— Sub Account List is unavailable if there are no associated accounts.