Each library staff member should be given their own unique account in Polaris. To request a new staff account, submit a ticket with the Type "Staff Account."
To Request New Account
When a new staff member is hired, the library should request a new account from Pinnacle with the following information:
Name - First name and last name of the new employee
Email - The new staff member's email address
Password - All employees should have a unique password, supplied by the library. Some libraries have a standard password format with random numbers and symbols. Others use a password generator, such as this one. Passwords do not need to be complicated, but there are a few requirements:
At least 8 characters long
At least one uppercase letter
At least one lowercase letter
At least one number or symbol
Permissions - The easiest way to assign permissions is to copy from another staff member with a similar position. For example, if there's a new hire in Children's, please provide the name of an existing staff member that has a similar position in the Children's department.
Mailing Lists - Please list any mailing lists the staff member should be added to. Generally, if the new employee has Polaris access, they should also be added to PinAll, but if they have specific department needs, they can be added to other lists too.
SimplyReports (optional) - If the staff member should have access to the SimplyReports module, please mention that too.
Polaris Username Format
Polaris usernames generally follow the format:
First letter of the first name + Last Name (ie: "mhammermeister")
When two staff have the same name (or a staff member is employed at 2 libraries), add the first letter of the library name to the end of the username:
Original account - "mhammermeister"
New account at 2nd library - "mhammermeisterj" ("J" for "Joliet")
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