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Quick Reference Guides

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Adding a New User

Follow these steps to add a new user:

  1. Make sure you are on the Account Preferences, Authentication page:
  1. If you have access to multiple Accounts or clients, select the desired Account from the drop-down menu located above the tabs. (If there is only one client available, the Account is static text, rather than a drop-down).
  2. Click Add New User ID.
    You see the Add a New User ID page.
  3. Select the User Group from the drop-down menu.
  4. Enter a First Name and Last Name.
  5. Click Continue.
    You see a page showing the new account and password.
  6. Write down or print the new User ID information to provide the user. Warn them that they should change their password the first time they log in.
  7. Click Done if you don't want to configure the User ID. You will be taken back to the Account Preferences, Authentication page.
  8. Or click Continue to configure the User ID immediately.
    You see the Edit User ID page.
  9. Make the desired changes, then click Done.

User Groups

To help you manage your account, user IDs are arranged in a hierarchy:

  1. Account ID
    These settings affect all users.
  2. Child Accounts
    Only present if the account is a consortium, these settings affect all users within the child account.
  3. User Groups
    These settings affect only the users who belong to the preference group.
  4. User IDs
    These settings only affect the individual user.

These different groupings make it easy to change settings for large numbers of accounts without having to edit each individual User ID.

The User Group level lets the administrator set preferences for groups of users—for example you can set the desired interface to the Advanced Search page for one group, and to the Basic Search page for another. Or you can control the interface language for different groups.


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