System support will create at least one administrator staff account for new ReShare libraries, but then libraries will be responsible for creating staff accounts for any other staff who will be responsible for processing requests or maintaining configuration settings in ReShare.

Creating and managing staff user accounts

There are no limits to the number of staff accounts that can be created or how many staff can have any given permissions.

User Permissions

To begin with, staff accounts are created without any inherent permissions in ReShare. After a new staff account is created, it will need to be edited in order to add user permissions and grant the account the ability to perform actions in the staff portal.

Note: Permissions cannot be added at the time of creating a user account. The account must be created and saved then opened back up for editing in order to assign permissions.

There are three predefined user permission sets that we recommend libraries use when initially creating accounts:

• ReShare User - Can view and process requests; can make local edits to directory entries; can view contact information of other staff users

• ReShare Admin - All ReShare User permissions; can create user accounts, assign permissions & reset passwords; can change Resource Sharing settings; can create new directory entries

• ReShare Student Worker - Can view and process requests. Can only access the Request, Supply, and Update Apps.

A list of all permissions and their descriptions can be found here: User Permissions

User Permission Sets

While it is recommended that libraries use the predefined permission sets, they can also create custom permission sets to group individual permissions together, allowing them to be quickly and easily assigned to users as a full set.

1. Enter the Settings App

   Open

   

2. Open up User settings

   Open

   

3. Under “General,” click on “Permission sets”

4. In the top right corner, click the “+New” button to open up the New Permission Set form.

5. Name the new permission set

6. (Optional) Provide a brief description of the permission set

7. Click the Add Permission button to bring up the Select Permission pop-up.

8. Use the checkboxes to select the permissions included in the permission set. When finished, click the “Save & close” button in the bottom right corner of the pop-up.

9. Click the “Save & close” button in the bottom right corner of the New Permission Set form to save the new permission set.

Demo video