New User Registration Wizard

The New User Registration wizard is used to register a new user for your library. Depending on how wizard properties are set and if patron photos are configured to appear for your library, it can also be used to add a photo to the user record.

To register a new user

In the Users group, click the New User Registration wizard.

The Identify New User window displays.

In the User ID box, scan the user’s ID.

Note: If the Auto-generated User ID property is selected in the wizard properties to generate a user ID automatically, the User ID field will not display on the User Registration window.

If the wizard properties are set to not auto-generate a user ID, you can still auto-generate an ID by typing AUTO in the User ID box during registration.

In the Profile Name list, select the user profile you want.

Click OK.

The User Registration window displays.

Note: If your library uses the barcode validation feature, a message appears if you type or scan a user ID with an invalid barcode format in the User ID field. You must scan or type a valid user ID in the User ID field before continuing.

Click each tab in the User Registration window, add information about a user, and specify the type of user access the user is to have. For more information on the fields used in the User Registration tabs, go to User Information Tabs.

If desired, you can add a photo to the user record. For more information, see Adding or modifying a patron photo.

If desired, and if the Add User Signature helper has been configured to display in the wizard properties, you can add a user signature image to the user record. For more information, see Adding or modifying a user signature.

Do one of the following:

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If the user duplication checking property is turned off, click Save.

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If the user duplication checking property is turned on, click Check Duplicate User.

When the new record is created, the following message displays.

User name is registered

If you click Register Another User or Close before saving the user information, the following message will display:

User information has been changed. Do you want to save?

Click Yes to save the record, No to not save the record, or Cancel to continue modifying user information.

After a new user is registered, select one of the following options:

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Make More Changes to make more changes to this user registration

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Clone/Copy This User to New User to create a new user based on the user you just created

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Close to exit the wizard

Important Considerations When Using this Wizard

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You should designate both a postal address and an email address in the Addresses tab as the primary address. This allows you to send email notices to patrons who want them, and generate postal address information for collection agencies with the Debt Collection reports if desired.

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You can add additional information such as notes and comments on the Extended Information tab and Addresses tab. Use the Before and After helpers to add entry boxes before or after the entry field in which the insertion point (cursor) is positioned. Use the Delete helper to delete an entry field.

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If your library permits users to have multiple user IDs, the User ID Manager helper may be available for you to create additional user IDs for a user.