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    Client Center: Client Center Accounts (Users) - Add, Edit, and Delete

    • Product: 360 Core Client Center

    How do I add, view, edit, or delete Client Center accounts?

    Every staff person at your institution who will be managing your ProQuest services will need to have an account in the Client Center. Permissions need be set for areas that the staff person will manage. All account administration is performed in the Account List.
    In order to change or even see the account permissions for your Client Center account or for any other account, your account must have the Library Accounts option set to View or View/Edit. Therefore, if you are unable to see the pages in the Client Center that are shown below, or if you can see them but you can't change any of the permissions for your Client Center account nor any other accounts, you will need to find someone at your institution who does have the Library Accounts option set to View/Edit and ask them to change your Library Accounts option to View/Edit also. It is likely that the person who is the Primary Contact will be able to do this.
    To go to the Account List:
    1. Go to the Client Center.
    2. Click the Client Center Accounts link under Manage Your Library:

      Client Center - Manage Your Library - Accounts
    Example of a Account List:

    Image

    From the Account List, you can add, view, edit, and delete Client Center accounts (Client Center users).
    This rest of this document contains several sections on how to manage your library's Client Center accounts. Click the title below to jump to that section:
    For more information, see:

    Add an Account

    1. From the Account List, click the Add button.
    2. Enter the account information in the fields provided. First Name, Last Name, and Email are required fields. All other fields are optional:

      Add New Account


      The library staff person who is the Primary contact is contacted by ProQuest when general issues arise. Each library must designate someone as the Primary contact.

      A Secondary contact is contacted by ProQuest when the Primary contact is not available for general issues. We recommend that each library have at least one Secondary contact.

      Any other account holder who is not designated the Primary or Secondary contact is registered as an Additional contact.

      The Language drop-down selects which interface language this person (account) will used in the Client Center.
    3. Click Save to save your changes.
    4. An email will be sent to the email address you entered. The email will contain a temporary, system-generated password. When the staff person logs in to the Client Center for the first time (using their email address and temporary password), they will be required to change the temporary password to one they create themselves.

      If the staff person doesn't receive this email, have them check their email spam folder. If they still can't find it, then contact us using the Support Portal option near the top of this page.
    When you first add an account, all permissions are set to None (even for Primary and Secondary accounts). In other words, the new account (staff person) will not be able to make any changes to ProQuest services until you set some permissions to View or View/Edit.

    View an Account

    On the Account List, click the name of the account you want to view. You will then see the Account Details page:
    Account Details
    Click 360 Core Permissions in the left-side. The section to the right will display your account permissions: the tools your library may use and the type of access you have to the tools. The image below is an example of what the page will look like. Your particular permissions will likely look different depending on which products and services your library uses:
    Account Permissions
    If your library subscribes to 360 Resource Manager, you can also see which tools and permissions you have for that service.

    Set/Edit Account Permissions

    Account permissions affect what a Client Center user (for example, a library staff person) can view in the Client Center and what actions they can perform.
    1. From the Account List, click on the name of the account you want to edit.
    2. Under Permissions in the left-side navigation tree, click on either 360 Core Permissions or 360 Resource Manager Permissions:

      Account Details - 360 Core Permissions Link

    3. Click Edit on the upper-right side.
    4. You may see the different permission options, depending on what ProQuest services your library subscribes to. For definitions of specific types and levels of account permissions, see Account Management Terms and Permissions:
      Account Details - Edit 360 Core Permissions
      Make your changes using the drop-down menus:
      • None: Account is not able to view or edit information regarding the permission area.
      • View: Account is only able to view, not edit, information regarding the permission area.
      • View/Edit: Account is able to both view and edit information regarding the permission area.
    5. Click Save to save your changes.


    Edit Account Details

    Account details are personal information about the account (client), such as email address, title, phone, etc.
    1. On the Account List, click on the name of the account you want to edit.
    2. On the Account Details page, click Edit on the upper-right side.
    3. Enter your edits in the fields provided.

      NOTE: You cannot change the First Name, Last Name, or Email address using this Account Details screen. You must contact us using the Support Portal option near the top of this page to have these changed.


    4. Click Save to save your changes.

    Edit Email Notices Permissions

    E-mail notices are messages automatically sent to your library's e-mail accounts from ProQuest.
    Currently, as of January 2013, the Email Notices function (Home> Accounts> Account Details) in the Client Center has been disabled for all areas of the application except for 360 MARC Updates. Please select options in the Subscription Preferences page to choose the types of e-mail messages you want to receive for all other product services.

    How to Edit Email Notices for 360 MARC Updates

    1. From the Account List, click on the name of the account you want to edit.
    2. Click Email Notices in the left-side navigation tree.
    3. Click the Edit button in the upper-right side of the window.
    4. Choose the type of e-mail notification you want to receive from the 360 MARC Updates drop-down list box.
    Libraries with 360 Resource Manager can create custom e-mail alert messages for internal library communications. Refer to Resource Manager Alerts for more information.

    Delete an Account

    From the Accounts List, click on the red X next to the name of the account you wish to delete:
    Accounts List - Delete an Account
    We continue to store account information even after you delete an account. Therefore, if you delete an account and then try to add a new account with the same email address but with a different first name or last name, you will get an error. Contact us using the Support Portal option near the top of this page to have us resolve this for you.
    Similarly, if you accidentally delete an account and then want to get it back, just add an account but enter exactly the same first name, last name, and email address. The password will be the same as before; however, you will have to add the contact information, permissions, and email preferences again.


    • Date Created: 9-Feb-2014
    • Last Edited Date: 14-Feb-2014
    • Old Article Number: 7513
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