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1.7. Disabling Staff Login Access Accounts

Last Updated 12/03/2024

How to Disable a Staff Login Account

The System Login Access Manager should promptly update Evergreen Staff login access accounts when the individually assigned user is no longer employed by the library. 

If a new staff person has been hired to fill the position, the account for the previous staff member must still be marked inactive. A brand new account must be created for each staff member when they are assigned (or reassigned) to a job position that requires an individually assigned login access account (cataloging or administration permission groups).

Individually assigned login access accounts should never be shared between staff members or reassigned from one staff member to a different staff member, as each staff member is individually responsible for the appropriate usage of their individually assigned login access account. Sharing these accounts between staff members or using them for more than one staff member muddies the record of accountability.

System Administrators (SLAMs) are able to create/edit/delete Volunteer, Circulator, Circ Lead, and Branch Admin. Any changes to existing accounts with Item Cat, Bib Cat, or System Admin permissions will need to be made by the NC Cardinal team. Please submit a help ticket to let us know when a staff member assigned to any of these permission groups is no longer employed by the library or needs their permission group assignment changed.

To deactivate an account

Navigate to the staff account using the Search for Patrons interface. Once you are in the patron edit screen for the account, complete the following actions:

1. Change the password.
2. Re-set the Main (Profile) Permission group to Volunteer.
3. Change the Privilege expiration date to the last date of employment.
4. Uncheck the Active.
5. Click the Save button at the top of the page.

NC Cardinal staff will periodically delete Evergreen Staff accounts that have been marked inactive.

Changing Working Locations

If the employee is just moving to a different branch in teh system and you need to update their working locations, do not deactivate the account.

1. From within the Patron Edit interface, navigate to the Other tab.
2. Select User Permission Editor.
   
3. Select the branch for the new working location. Deselect the old working location if necessary.
4. Save the change by scrolling all the way to the bottom of the permissions list and clicking on the Save button at the bottom left.
5. You will see a pop-up message stating that the user was successfully modified.