The User Form

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The User form holds all information about an Ares user such as username, Library ID, address, department, and status information as well as course and proxy information. Along with editing the specific information, staff can add and remove Instructor and proxy users from the User form.

The Ribbon

The Home ribbon of the User form is comprised of commands that allows you to change the User's password, send alerts, delete the User, and set permissions and the cleared status.

Change Password

Opens the Change Password form.

Logon To Web

Signs a staff user into the web account of the User.

Delete User

Opens the Delete User confirmation form allowing you to
delete a User from the database.

Email

Allows you to send an email to the User from the User form.

Instructor

Enables/Disables instructor privileges.

Trusted

Allows User to upload items without staff review.

Cleared

Changes User status to cleared.

Not Cleared

Changes User status to uncleared.

Blocked

Changes User status to blocked.

Disavowed

Changes User status to disavowed.

New Course Opens the New Course form to add a course. Activated
only if the User has Instructor privileges.

The Details Tab

The Details tab of the User form contains several groups for adding specific information about a User. Basic information is stored in the Details, Address or Contact Information groups. Department, Status and other pertinent user information is stored in Additional Information. You can also add several UserInfo text fields to the form if you want to store additional information.

Details Group

Username Once created, the username is read-only. This must be a unique value.
Authentication Method Value must match entry in list. Default values: Default, Ares, LDAP.
First Name User's first name.
Last Name User's last name
Library ID This must be a unique value.
External User ID This must be a unique value.

Additional Information Group

Department Value must match entry in list. Values are populated from the
CustomDropDown table.
Status Value must match entry in list. Values are populated from the
CustomDropDown table.
Last Changed Date Field is read-only.
Last Login Date Field is read-only.
Expiration Date  

Address Group

Address User's address line 1.
Address 2 User's address line 2.
Address 3 User's address line 3.
City User's city.
State User's state. 
Zip User's zip code.

Contact Information Group

Email User's email address.
Phone User's phone number.
Phone 2 User's phone number 2.
Autosubscribe All Courses Checkbox

The Notes Section

The Notes section of the User form shows any notes that have been added by staff. Once a user has been created you can add and delete notes.

The History Tab

The History tab contains a list of all emails sent to a user through Ares. Emails are highlighted according to their status in the sending process:

  • Yellow: the email is queued for sending
  • Red: the email failed to send
  • No Highlight: the email was sent successfully or canceled

The Courses Tab

The Courses tab houses a grid of all courses where the user is an Instructor or Proxy Instructor. Clicking on a course in the grid opens the Course form for the selected course.

Questions?

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