Users App

This session reviews all aspects of the Users App in FOLIO. Topics covered in the training include:

• looking up users: including their loans, requests, and fee/fines

• user records: create, edit, and delete them (if authorized); how to view/edit user comments

• fines: how to add/edit/delete, receive payments, and refund

• block/unblock users: both automatic and manual

• sponsors & proxies: add borrowing permissions for an instructor’s proxy

• authorize borrowing by one user for another

Note: this training is primarily for Access staff who work with user records. Other staff may have limited or no ability to see user records (for example, catalogers). Also, not all content is available to all Access staff. You can view, create, or modify user records based on your permissions. If you have questions about your permissions, contact your manager.