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Accounts: Add new user accounts and import existing LibApps accounts

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If you are a LibInsight admin, you can create accounts for new users. There are two options for creating accounts:

  • Adding a new individual account
  • Importing users with existing LibApps accounts.

Adding a new user account

  1. Go to Admin > Accounts.
  2. Click on the New Account tab.
  3. Select the account Level you want to assign to the new user.
    • Admin users can manage system settings, accounts, and datasets. They have full access to every dataset in the system and are the only users who can create new datasets.
    • Regular users can only analyze, manage, and/or record data those datasets where they've been given permission. Each dataset can assign these permissions to different users.
    • Inactive users are those who you do not want to access the system, but want to preserve any data they've entered.
      • For example, when you remove an account from LibInsight, you have to reassign that user's content to another person. If that person had recorded reference transactions, those would now be attributed to someone else -- skewing your stats.
      • But if you set her account to inactive, then those records would still be attributed to her -- while still preventing her from signing into LibInsight.
    • Both Admin and regular-level users can create dashboards and use the cross dataset analysis tool to analyze their datasets.
  4. Enter the user's email address in the Email field.
    • If the user already has a LibApps account, then that existing account will be given access to LibInsight. This will also fill in their First Name and Last Name, as well.,
  5. Enter the user's Last Name.
  6. And also enter their First Name.
  7. Set the Screen After Login that the user will see when they sign in to LibInsight.
  8. Click the Save button.
adding a new account

Importing accounts from LibApps

If you have users who already have LibApps accounts, you can import several at a time instead of adding each user individually.  

  1. Go to Admin > Accounts.
  2. Click on the Import LibApps Accounts tab.
  3. For each user you want to import, select the checkbox next to their name.
  4. Choose the Level for each account.
  5. Click the Import LibApps Accounts button.
Selecting accounts to import