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." The below information helps us create a Polaris account, a Coassemble account (learning management system), adding staff to email lists, and adding staff to the welcome and monthly enewsletters.
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. All staff will be added to the all staff email list- PinAll. The below are the other email lists available:
PinCan (order cancellations)
PinCirc
PinCollect
PinData
PinDigital
PinILL
PinIT
PinKids
PinMark
PinOPAC
PinOut: Outreach Services
PinTech
Vega Task Force
Coassemble: Does this user need a Coassemble account- and if so learner or trainer? All new staff that have a Polaris account created for them will be auto-enrolled in Pinnacle Core Courses: Welcome!, Leap Basics, PowerPAC, Searching and Holds, and Digital Resources.
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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