Configuring My Account settings

My Account Settings lets you enable or disable specific parts of the library user interface, especially those parts that deal with library users' ability to manage their accounts. The My Account Settings interface is divided into accordion-like sections. When you click the heading of a closed section, it opens to show the options available there and whatever section was open closes. When you choose OK, the setting for all sections where you made modifications are saved.

The My Account functionality is not available in Portfolio unless you have set up a Web Services connection. When you have a web services connection, you must also select it as an authentication source before the My Account settings can be enabled or disabled (for more information, see Setting up Web Services authentication).

Also, many of the My Account Settings are dependent on similar settings in Symphony or Horizon. If an option is not enabled in Symphony, it cannot be enabled by Portfolio. Some otpions are not available in Horizon, such as checkout history and groups.

To configure settings for users' My Account interface

  1. Log in to the Admin console.
  2. Choose Profiles from the navigation pane.
  3. Locate the profile in which you want to modify the My Account settings, then from the Select menu choose My Account Settings.

    The My Account Settings page opens (for more information, see Fields: My Account Settings).

  4. Click the section heading for the area of the My Accounts interface where you want to modify the options.

    The section opens and the previously open section closes.

  5. Modify the options as you need.
  6. When you have finished, choose OK.

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