Managing Staff Accounts

2019 Documentation Preview

cover page of 2019 Planning Workbook and Setup GuideThe 2019 Planning Workbook and Setup Guide draft preview is now available for download.  This printable 82-page guide contains everything you need to know to plan, build, and support your BookPoints application.  Once this documentation is finalized, we'll update the website documentation to reflect this year's changes.  Feedback is welcome - please submit documentation feedback using the "Support" button in the bottom right corner of the screen.

Adding a new user?

Remember: Setup Team members should have both administrator and Librarian roles.  Librarians who just use the software for day-to-day operations only need the Librarian role.

  • Visit (or via admin menu: People > Add User)
  • Complete the new user form for the library staff person you would like to add
  • In the Roles section, check the Library box.  Do not check the Reader box.  (Only check "administrator" if this is for a Setup Team member.)
  • Click the Create new Account button to save.