How to create a new user and get them logged in

In this help article, we will be going over the steps on how you can add a single patron to the system, set up their permissions and then get them logged in!

1. Click -> Patron ->Patron Management.

2. Click  from the toolbar at the bottom of the window.

3. Enter the details for the new user into the relevant fields. Remember to click the Tabs at the top of the window to reveal additional fields. 

N.B. SmartSuite will automatically apply loan limits for the user after you have selected a classgrade and saved the profile. There is no need for you to manually create the loan limits for the new user. 

4. Make sure at least the following fields are populated:

- Barcode

- First Name

- Surname

- Homeroom

- Classification

5. Select the appropriate User Role.

User Role meanings.

Administrator- Grants Full Access

Cataloguer- Grants access to the Catalogue features

CirculationDesk- Grants access to Circulation

Librarian- Grants Full Access

PatronEditor- Grants access to Patron Management

Report Manager - Grants full access to the Reports module

Reservation Manager - Grants full access to the reservation widget

Self Circulation- Grants access to the Self Circulation page

Student- Grants no special access

Teacher- Grants access to TV4Education. (Teachers should only have this role)

6. Make sure the patron has an email address and 'Change password on next login' is toggled to yes.

7. Click .

8. Select from the toolbar at the bottom of the window. 

9. The following email will now be sent to your user: