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Creating and managing staff user accounts

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Creating and managing staff user accounts

User account overview

The Users app is ReShare is currently used only to manage accounts for staff users of the ReShare system. Please create staff user accounts only and do not create accounts for patrons.

Create a new user account

  1. Open the ReShare Users app.

  2. Click the “New” button.

  3. Enter the following required information:

    1. Last name

    2. First name

    3. Patron group

    4. Username

    5. Email

  4. Click “Save.”

  5. Click “Edit,” then expand the user permissions accordion and click “Add permission.”

  6. In the popup that appears, choose the permissions or permissions set you wish to assign the user. Searching for “ReShare” will help display the appropriate permission sets. Click “Save & close” to apply these permissions and close the popup.

  7. Click the “Send reset password email” link to send the new user instructions for setting a password for their new account.

  8. Click “Save & close” to save all of your changes to the new account.

Reset a user’s password

There are two ways to prompt a password reset for a user.

User initiated reset

  1. Visit the log in screen for your ReShare tenant.

  2. Click the “Forgot password” link

  3. Enter your email or username.

  4. You will receive an email asking you to reset your password.

Admin reset

  1. Open the ReShare Users app.

  2. Search for the user whose password you wish to reset.

  3. Open the user account record.

  4. Click the “Reset password” link.

  5. The user will receive an email asking them to reset their password.

Deactivate a user account

  1. Open the ReShare Users app.

  2. In the left side Status filter, check the Active checkbox to display current users.

  3. Select the account to deactivate, and in the top right Actions button, choose “Edit”

  4. Change the Status field to “Inactive”

  5. Click “Save & close” to the save changes. The user account will no longer be able to perform any tenant actions.

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