Differences
This shows you the differences between two versions of the page.
| Both sides previous revision Previous revision Next revision | Previous revision Last revision Both sides next revision | ||
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open_athens [2022/07/07 15:57] jmulvaney [OpenAthens Maintenance] |
open_athens [2022/07/07 19:12] jmulvaney [Create Admins] |
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| * Assign the default set. | * Assign the default set. | ||
| * Submit Account | * Submit Account | ||
| + | * At this point - patrons and staff both receive the email that their account has been created. This is the email to activate the account w/ password reset. (Account Created (Activation) Email Template) | ||
| The account now exists in the OpenAthens managed (local) directory but **does not** have admin access by default. This is a second step. | The account now exists in the OpenAthens managed (local) directory but **does not** have admin access by default. This is a second step. | ||
| Line 29: | Line 30: | ||
| * Chose Organization Administrator & Submit | * Chose Organization Administrator & Submit | ||
| * Save changes & enter your password | * Save changes & enter your password | ||
| + | * At this point, staff receive another email saying that they've been made an Admin. (No specific email template) | ||
| + | * They will receive a followup email when they login the first time. (No specific email template) | ||
| ==== Create Community Borrowers ==== | ==== Create Community Borrowers ==== | ||
| Access Services will be the primary point of contact to create managed directory accounts in OpenAthens for community borrowers. The creation of an account is the same as the first step for creating an admin. | Access Services will be the primary point of contact to create managed directory accounts in OpenAthens for community borrowers. The creation of an account is the same as the first step for creating an admin. | ||
| - | Before creating an account in OpenAthens you **must** create the patrons user account in FOLIO first. Please follow any guidelines/workflows created by CUFF or locally by UMass' Access Services department. | + | Before creating an account in OpenAthens you **must** create the patrons user account in FOLIO first. Please follow any guidelines/workflows created by CUFF or locally by UMass' Access Services department. CUFF Workflow: https://docs.google.com/document/d/1HdGjB1A3oRkWMhIXgYMFtlWQaKya447sSL6dZU0-i_c/edit?usp=sharing |
| * Accounts > Create > Personal Account | * Accounts > Create > Personal Account | ||
