If more than one staff person is using KitKeeper (KK) in your library, you will want to set up logins for the staff members that will be using KK on a regular basis. There are a couple things to consider when setting up other logins for KK and they are listed below.
Different types of logins: Library staff members can either be an editor or staff. Staff logins have access to making and tracking kit reservations. An admin login has more responsibilities in KK such as access to creating and editing kit records and modifying information about the organization. For more information, please see What is the difference between the logins for editors and staff?
Multiple libraries sharing KK need at least one login per branch: If your library shares kits with other libraries and everyone uses KK to track the reservations, then each library needs at least one staff or editor login associated with it. For more information about adding library branches to KK, please see How do I add a Library in KitKeeper?
Why does KK need this? Every library that shares KK has its own perspective when it comes to the kit tracking process. When a staff member from library A logs in, KK will display what kits that particular library needs to send, process, track, etc. When a staff member at library B logs into KK at the same time as staff member A, then staff member B will see only the kits that s/he needs to deal with at their own branch, not all of the kits that need attention in the entire system. However, if needed, any staff or editor login can view all outstanding actions in KitKeeper. To learn more about this, please see What is the Staff Action Chart and how do I read it?
Adding Staff and Editor logins determines who is the primary contact for each library: KK relies heavily on emails in order to alert staff members as to what needs to be done, what is coming down the road and if there are any problems that need to be addressed. Adding editors then determines who is the contact person for that library and where the emails should be sent. KK will automatically send emails to that contact person and other staff members can look up who is in charge of KK in each library.
How do I add a new editor or staff login?
1. Login as admin into KK
2. Scroll down to Editors and click Add/Remove/Modify
3. Click on the green Add New Editor link
4. Fill out form as seen below.
5. Click Add Record
Roles
Here you can choose to have the new login be either Staff or Admin (Editor). For more information, please see What is the difference between the logins for editors and staff?
Team
Every kit, editor, and library must be assigned to a team. A team is simply which library the kit, editor, etc is associated with. Either choose a team from the drop down menu or type in your own team. For more information, please see What is a Team?
Primary library contact
There should only be one primary library contact for each library. Many people can choose to receive emails from KK, but only one person can be the contact for each library. This setting is for the contact name and email that shows up on the patron's confrmation email. Multiple names don't fit in the space. KitKeeper will display an error if no one is designated the contact person.
Direct Link =
www.answerkeeper.com/kkaddeditor
If more than one staff person is using KitKeeper (KK) in your library, you will want to set up logins for the staff members that will be using KK on a regular basis. There are a couple things to consider when setting up other logins for KK and they are listed below.
Different types of logins: Library staff members can either be an editor or staff. Staff logins have access to making and tracking kit reservations. An admin login has more responsibilities in KK such as access to creating and editing kit records and modifying information about the organization. For more information, please see What is the difference between the logins for editors and staff?
Multiple libraries sharing KK need at least one login per branch: If your library shares kits with other libraries and everyone uses KK to track the reservations, then each library needs at least one staff or editor login associated with it. For more information about adding library branches to KK, please see How do I add a Library in KitKeeper?
Why does KK need this? Every library that shares KK has its own perspective when it comes to the kit tracking process. When a staff member from library A logs in, KK will display what kits that particular library needs to send, process, track, etc. When a staff member at library B logs into KK at the same time as staff member A, then staff member B will see only the kits that s/he needs to deal with at their own branch, not all of the kits that need attention in the entire system. However, if needed, any staff or editor login can view all outstanding actions in KitKeeper. To learn more about this, please see What is the Staff Action Chart and how do I read it?
Adding Staff and Editor logins determines who is the primary contact for each library: KK relies heavily on emails in order to alert staff members as to what needs to be done, what is coming down the road and if there are any problems that need to be addressed. Adding editors then determines who is the contact person for that library and where the emails should be sent. KK will automatically send emails to that contact person and other staff members can look up who is in charge of KK in each library.
How do I add a new editor or staff login?
1. Login as admin into KK
2. Scroll down to Editors and click Add/Remove/Modify
3. Click on the green Add New Editor link
4. Fill out form as seen below.
5. Click Add Record
Roles
Here you can choose to have the new login be either Staff or Admin (Editor). For more information, please see What is the difference between the logins for editors and staff?
Team
Every kit, editor, and library must be assigned to a team. A team is simply which library the kit, editor, etc is associated with. Either choose a team from the drop down menu or type in your own team. For more information, please see What is a Team?
Primary library contact
There should only be one primary library contact for each library. Many people can choose to receive emails from KK, but only one person can be the contact for each library. This setting is for the contact name and email that shows up on the patron's confrmation email. Multiple names don't fit in the space. KitKeeper will display an error if no one is designated the contact person.
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Direct Link =
www.answerkeeper.com/kkaddeditor