Mandatory Fields Configuration
You can configure mandatory fields that must be filled in when when entering user information (see Adding Users and Editing Users). You can configure different mandatory fields for internal users of record types Public, Staff or Contact. External users, such as those supplied by SIS integration or via API, are not subject to mandatory fields.
Configuring Public User Mandatory Fields
To configure public user mandatory fields, you must have one of the following roles:
- User Administrator
- General System Administrator
You can configure mandatory (required) fields for public users in the Public User Mandatory Fields code table (Configuration Menu > User Management > Mandatory Fields > Public). For more information about code tables, see Code Tables.
Public User Mandatory Fields Page
You can add, edit, or remove mandatory fields. Note that primary identifier is always mandatory, even if it does not appear in this list.
- By default, first name, last name and email address are mandatory.
- When this table is populated, only the fields in the table are mandatory, thereby overriding the default.
- There is no way to set the configuration so that no fields are mandatory.
The field Identifier 1 has a special meaning. When set, the User Identifier section appears when creating the user (either on the Patron Identification page or when adding a public user on the Find and Manage Users page). The section contains the Identifier Type dropdown and Value text field, both of which are mandatory. The operator can select the desired user identifier type from the Identifier Type dropdown.
Select the field to add/edit from the Code drop-down. You must enter a Description for each field. Select Save when you are done making changes on this page.
Configuring Staff User Mandatory Fields
To configure user mandatory fields, you must have one of the following roles:
- User Administrator
- General System Administrator
You can configure mandatory certain staff user mandatory fields, meaning mandatory (required) fields that must be entered when configuring staff users on the Staff User Mandatory Fields code table (Configuration Menu > User Management > Mandatory Fields > Staff). For more information about code tables, see Code Tables.
Staff User Mandatory Fields Page
You can add, edit, or remove mandatory fields. Note that primary identifier is always mandatory, even if it does not appear in this list.
- By default, first name, last name and email address are mandatory.
- When this table is populated, only the fields in the table are mandatory, thereby overriding the default.
- There is no way to set the configuration so that no fields are mandatory.
The field Identifier 1 has a special meaning. When set, the User Identifier section appears when creating the user (when adding a staff user on the Find and Manage Users page). The section contains the Identifier Type dropdown and Value text field, both of which are mandatory. The operator can select the desired user identifier type from the Identifier Type dropdown.
Select the field to add/edit from the Code drop-down. You must enter a Description for each field. Select Save when you are done making changes on this page.
Configuring Contact User Mandatory Fields
To configure user mandatory fields, you must have one of the following roles:
- User Administrator
- General System Administrator
You can configure certain contact mandatory fields, meaning mandatory (required) fields for external contact users, on the Contact User Mandatory Fields code table (Configuration Menu > User Management > Mandatory Fields > External Contacts). For more information about code tables, see Code Tables.
Contact User Mandatory Fields Page
You can add, edit, or remove mandatory fields. Note that primary identifier is always mandatory, even if it does not appear in this list.
- By default, first name, last name and email address are mandatory.
- When this table is populated, only the fields in the table are mandatory, thereby overriding the default.
- There is no way to set the configuration so that no fields are mandatory.
The field Identifier 1 has a special meaning. When set, the User Identifier section appears when creating the user (when adding a contact on the Find and Manage Users page). The section contains the Identifier Type dropdown and Value text field, both of which are mandatory. The operator can select the desired user identifier type from the Identifier Type dropdown.
Select the field to add/edit from the Code drop-down. You must enter a Description for each field. Select Save when you are done making changes on this page.