FAQs: Modifying Users
How do I modify multiple users?
You can use the Modify a Different User command in the Modify User wizard to continue modifying user records without leaving the wizard between user record searches.
To modify multiple user records
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In the Users group, click the Modify User wizard. |
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Use the User Search helper to identify users by name or by group ID to display a list of users. |
If a list displays, select the user, and then click Modify User.
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Make needed changes, and then click Modify a Different User. |
How do I specify which address is the user’s primary address?
You can enter address information on the Addresses Tab of the user record.
To specify which address is the primary address, select the appropriate option in the Primary field: Address 1, Address 2, or Address 3.
Be sure to 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 to generate postal address information for collection agencies with the Debt Collection reports if desired.
How do I manually unlock the account of a user who has been prevented from logging in?
SirsiDynix clients running on your library system may have been configured to lock users out of their account after a certain number of failed login attempts. In WorkFlows, you can use an override code to manually unlock the user's account, allowing the user to attempt to log in again.
To unlock a user's account
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In the Modify User wizard, locate the record of the user whose account you want to unlock. |
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Click the Privilege tab. The user record of a locked-out user displays a "User is locked out." message on this tab. |
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Mark the Unlock User check box. |
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Type the required override code in the corresponding Override field. |
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Click Modify User. The user is now allowed to attempt to log in to their account again. |
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Click Close to exit the wizard. |
How do I manually bar a user from using library services?
You can prevent a user from being able to use library services by manually editing the user record and setting the user status to BARRED, if your login has sufficient privileges to modify user records.
To bar a user from the library
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In the Modify User wizard, locate the record of the user you want to bar from library services. |
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Click the Privilege tab. |
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In the Status field, select BARRED. |
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Type the required override code in the corresponding Override field. |
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Click Close to exit the wizard. |
How do I reinstate a BARRED user?
You can manually change a BARRED user’s status to the correct circulation status with the Reinstate User selection in the Status field, if your login has sufficient privileges to modify user records.
The Reinstate User selection displays in the Status field only when the selected user’s status is currently BARRED.
The BLOCKED, DELINQUENT, and OK statuses are maintained by the system. If you change a user’s status from BARRED using the Reinstate User selection, the system may set the status to BLOCKED or DELINQUENT instead of OK if the user has unpaid fines or overdue items.
To reinstate a BARRED user
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In the Modify User wizard, locate the record of the user you want to reinstate. |
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Click the Privilege tab. |
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In the Status field, select Reinstate User. |
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Type the override code in the corresponding Override field. |
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Click Close to exit the wizard. |
Related topics
Getting started with User PIN policy lockout
Modify User Wizard
Modify User Wizard Properties
Operator Wizard
Operator Policy Override Codes
Privilege Tab
User Records