Mobile Staff app: Modify user

January 2024

Quick Facts

  • Use Modify User in the Mobile Staff app to update Patron information.
  • You might have to do some scrolling to reach the section you are updating. 
  • NOTE: The Mobile Staff app may include extra fields or use different wording than Symphony. Several fields in Symphony were removed or customized and these changes cannot be done in the app. For example, we do not use the Preferred Name field and the account Permission expired field is called Privilege expires.

Procedure

Scan the Patron's library card number. Select Get User Information.
 

Screenshot showing Modify User on the Mobile Staff app.


Click User Search if the patron doesn't have their library card or number to look them up by name. 
 

Screenshot of looking up a Patron by name using the Mobile Staff app


 

Update County and Notice Type

Screenshot of how to use Modify User to update barcode, User type and library

 

Modify Language, First Name and Middle Name.  Do not use the Title or Preferred Name boxes.
 

Screenshot of how to update Patron language and name using Modify User on the Mobile Staff app


Update Patron ALT ID, Birth Date and  PIN/Password.

Screenshot of how to update Patron language and name using Modify User on the Mobile Staff app

Update Patron Status, County and Notice Type.
 

Screenshot of account status, county and notice type using the Mobile Staff app


Modify Email News, Friends and Mailings.
 

Screenshot of how to modify Email News, Friends and Mailings with the Mobile Staff app


 

Update Text alerts.
 

Screenshot of the Mobile Staff app showing a patron that is receiving text notices.


 

Update Address, Email and phone.
 

Modify User on the Mobile Staff App showing the Patron's Address, phone and email


Extended Information shows Active ID, Comment and History.

Screenshot of the Mobile Staff app showing Patron extended information: comment, history and active ID

 

Update ALT_NAMES.
 

Screenshot of the Mobile Staff app showing ALT_NAMES in Modify User