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Patron account options

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Discover how to manage the options available in library user accounts in the CapiraMobile Staff Dashboard.

Overview

Account options control what a user sees when they view their account in the app. If your library is part of a consortium, these options can only be updated at the consortium admin level. For more information, see Using the Staff Dashboard for consortiums.

  1. From the left navigation, under the Elements menu, select Options > Account.
  2. Use the tabs to switch between option types to update the desired fields.

Watch a Video

CapiraMobile Options - Patron Account Options

Run time: 4:46

This video will show how to manage patron account options in the CapiraMobile Staff Dashboard.

Card image

Digital library card image

  1. From Digital Library Card Image, click Select From Media Library.
  2. Select your library card image from the Media Library.
  3. Click Save Card Image to publish changes to the app.

 Note: An image must already be in your media library for you to use it. See Media for more information.

Wallet pass branding

Users can add their library card to Google Wallet or Apple Wallet and access their card directly from their wallet if the Enable Wallet Pass setting is toggled on in the Card settings tab. To upload a branded logo for the wallet pass:

  1. From Wallet Pass Branding, click Select From Media Library.
  2. Select your wallet pass image from the Media Library.

     Note: Image must be a minimum 660×660 PNG file with your logo centered, approximately 15% margin, with a solid background.

  3. Click Save Wallet Logo.

The background color of your library's wallet pass is automatically derived from the bottom navigation background color configured in the Styles section of the Staff Dashboard. To adjust this color, navigate to Styles and update the bottom navigation background color accordingly.

Card settings

  1. Choose a barcode option from the Digital Barcode Format drop-down list.
  2. Use the toggle to enable or disable the following options:
    • Display Expiration Date - When enabled, the digital card will show the user's expiration date as it appears in the ILS.
    • Display Patron Name - When enabled, the digital card will show the user's name as it appears in the ILS.
    • Display Library Card Image - When enabled, the digital card will show the card image.
    • Enable Wallet Pass - When enabled, patrons can add their library card to Apple Wallet (iOS) and Google Wallet (Android). See Wallet pass below for more information.

       Note: Wallet passes use the barcode format and display settings configured.

  3. Click Save Card Settings to publish changes to the app.

Wallet pass

Barcode considerations for Google Wallet (Android)

  • Configuration changes made in the Staff Dashboard will automatically carry over to the patron's Google Wallet pass. No action is required from the patron.

Barcode considerations for Apple Wallet (iOS)

  • Once a patron adds their library card to Apple Wallet, any subsequent changes made in the Staff Dashboard - such as logo updates, color changes, or card number changes - will not automatically update in the patron's wallet. Patrons must delete the existing pass from Apple Wallet and re-add it to receive the latest version.
  • Due to barcode restrictions on Apple iOS 26 and earlier, Apple Wallet currently renders barcodes in Code 128 format. If your library has selected Codabar or CODE 39 as your digital barcode format in the Staff Dashboard (Options > Account > Card Settings > Digital Barcode Format), Apple Wallet will automatically convert the barcode to Code 128 when a patron adds their card to their wallet.
  • If your library's barcode scanners support Code 128, patrons can use their Apple Wallet pass without any issues.
  • If your library's barcode scanners do not support Code 128, the wallet pass barcode may not scan successfully at checkout, and the cause may not be immediately apparent. In this case, we recommend not enabling the Wallet Passes feature until your scanning equipment supports Code 128 or you feel that most of your Apple device users are on iOS 27 and above.

Manage account

The Manage Account tab allows you to customize the features that are displayed to users of your app on the Manage Account screen. By default, all features are enabled, and the order in which they appear on the Manage Account screen cannot be changed. You should plan to adjust the options according to your ILS and local needs. For more information about available features for your ILS, see Using your ILS with CapiraMobile. Any updates made will be immediately visible to patrons in the app.

For each of the options described in the table below, slide the toggle for a feature to the right to enable it.

When finished, click Save My Account Config to publish changes to the app.

 Note: 

  • All text fields have a 45-character limit, but shorter labels are recommended for optimal display.
  • Special characters are permitted for use in text labels.
  • Information and descriptions returned on pop-up messages are not currently configurable in the Staff Dashboard. Please contact OCLC Support with any questions regarding these messages.
Option Details
Digital card wallet

When enabled, the following text fields can be customized:

  • Account Information Display Name
  • Detail Screen Display Name

Translations:

  • (Optional) Click Expand Translations to add one or more language translations for the above text fields. See Text field translations.
Checkouts

Allows patrons to access a list of their currently checked-out materials. When enabled, you can also enable or disable the Display Renewals Remaining feature. This displays remaining renewal counts for checked-out items.

When enabled, the following text fields can be customized:

  • Summary row Display Names
  • Account Information Display Name
  • Detail Screen Display Name

Translations:

  • (Optional) Click Expand Translations to add one or more language translations for the above text fields. See Text field translations.
Holds

Allows patrons to access a list of their items on hold.

When enabled, the following text fields can be customized:

  • Summary row Display Names
  • Account Information Display Name
  • Detail Screen Display Name

Translations:

  • (Optional) Click Expand Translations to add one or more language translations for the above text fields. See Text field translations.

When enabled, the following features can also be enabled or disabled using the toggle:

  • Allow patrons to modify hold pickup location and/or date
  • Allow patrons to suspend holds
  • Allow patrons to suspend holds and specify dates
  • Display position in queue to patron

     Note: Availability varies depending on ILS.
Reading history

Allows patrons to access a list of their reading history. This feature requires that patrons opt in through your ILS provider.

When enabled, the following text fields can be customized:

  • Account Information Display Name
  • Summary row Display Name

Translations:

  • (Optional) Click Expand Translations to add one or more language translations for the above text fields. See Text field translations.
Fines and fees

Allows patrons to access a list of fines/fees incurred.

When enabled, the following text fields can be customized:

  • Summary row Display Name
  • Account information Display Name
  • Detail screen Display Name

Translations:

  • (Optional) Click Expand Translations to add one or more language translations for the above text fields. See Text field translations.
Add link to Pay Fines

Patrons will be linked to the service used for fee management.

When enabled, the following text fields can be customized:

  • Account Information Display Name
  • URL

Translations:

  • (Optional) Click Expand Translations to add one or more language translations for Account Information Display Name. See Text field translations.
Mobile Checkout

Allows patrons to access the mobile checkout feature from their account screen.

Before enabling this option, select one or more of the barcode formats found on the Options > Mobile checkout screen.

Patron sign in

Available options:

  • Barcode Placeholder Text - The placeholder input to display on the authentication screen for barcode.
  • Require PIN/Password - Slide the toggle to the right to enable the use of a PIN or password when logging in, and only require users to provide a barcode for authentication. Your ILS must support this feature.
  • Password Placeholder Text - The placeholder input to display on the authentication screen for password.
  • Display forgot password button - Slide the toggle to the right to enable the Forgot Password Link text field. Enter a URL that allows users to reset their password.

     Note: If your website links are not working in the app, please try adding or removing http://www. from URLs entered in the Staff Dashboard.

  • Help Text - Additional instructions for users who have trouble signing in.

Translations:

  • (Optional) Click Expand Translations to add one or more language translations for the above text fields. See Text field translations.

Patron initials

In various places in the app, patron initials appear in a circle icon to represent the account holder's name. Any given name that is returned by the ILS is divided into sections based on spaces. The initials appear as the first letter of the first section and the first letter of the last section.

Examples:

  • John Doe = JD
  • John A Doe = JD
  • Doe, John = DJ
  • John Smith-Doe = JS
  • Doe, John A = DA

Library links 

Use the Library links tab to provide links to important library resources (e.g., privacy policy, donation page, or card request form). Links open in an in-app web view.

Important notes:

  • The Library Links section and heading will only display in the app when at least one link has been configured and saved
  • The order of links in the app matches the order set in the Staff Dashboard
  • Inline validation ensures URLs are properly formatted and labels meet length requirements

Configure library links

  1. On the Library links tab, click Add.
  2. Enter a Label (the text patrons will see).
  3. Enter the URL (must start with http:// or https://).
  4. (Optional) Click Expand translations to add one or more language translations for the link text. See Text field translations. 
  5. Repeat steps 1-4 to add additional links.
  6. Drag and drop links or use move controls to arrange them in your preferred order.
    • For keyboard navigation: Press Enter to select a row, use arrow keys to move it, then press Enter again to drop it in place.
  7. Click Save to publish your changes to the app.

To edit or delete a link:

  1. Update any field and click Save to apply changes and publish to the app.
  2. Click the Delete button next to a link and confirm the deletion when prompted.