Using the Logon to Web button, staff can sign into a user's web account from the client and view the account from the perspective of the user. This enables staff to assist users with their web accounts by being able to see the web pages as the user sees them. Only staff with the appropriate client access permissions will be able to see the Logon to Web button and log into a user's account. Staff who have not been granted permissions to use this feature will not see the Logon to Web button on the User Information form.
Using the Logon to Web Button
The Logon to Web button, located on the Home ribbon of the User Information form, allows you to log into a user's web account, view the information as the user sees it, and request items for the user from within the web interface. When you click the Logon to Web button, you are taken to the Main Menu of the user's web account. If the user is currently logged into the web account when you attempt to access, a pop-up message will ask if you want to proceed with the login. Replying Yes ends the user's web session and logs you into the account. Replying No returns you to the User Information form.
Tracking Staff Logons
A record of each staff login is added to the user's User History grid. Any work with transactions by staff while logged into the user's web account will be recorded in the Tracking and History grids of the Request form as being performed by the user. Tracking of staff logged into user accounts via the Logon to Web feature is also maintained in the EventLog.
Configuring Logon to Web
Configure the Logon to Web feature by giving staff client access permissions to log into user's web accounts. Sites using RemoteAuth will also need to use the StaffProxyWebURL key in the customization manager.
Client Access Permissions
In order for this feature to work, staff must be given client access permissions to log into user's web accounts. Access permissions are configured in the User Permissions section of the Staff Manager. Permissions are not given to staff by default, so the Can Logon to Web as Patron checkbox must be checked for each staff user that will use the feature. If permissions are not granted, the staff user will not see the Logon to Web button on the User Information forms.
The StaffProxyWebURL Key
The purpose of this key is to allow those sites using RemoteAuth to enter a value pointing to an unprotected directory and bypass their ISAPI filter. By default, this key (found under Web Interface | General in customization manager) is left empty, and staff log into the web session via the system URL. This key is not used unless a value is assigned.