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Account management

Create accounts for other staff members

Ask your staff members what user names they would like. If you choose user names for them, make sure you tell them the user name soon after you create the account. They will need the user name to create a password.

  1. In your browser, enter the WorldShare URL for your library. Your library's WorldShare URL will have the following format: https://yourlibrary.share.worldcat.org/wms. Replace yourlibrary with your library's identifier.
  2. On the Sign in screen, enter your User Name and Password.
  3. Click Sign In.
  4. Click Admin. The User Management page will open.
  5. Under User Management, click New User and complete the following fields:
    1. First Name (required)
    2. Last Name (highly recommended)
    3. E-mail (required) - The account holder will get an email prompt to create a password.
    4. User name (or Barcode field) (required) - If you cannot edit the user name, type in the Barcode field.
    5. Expiration date (under Identity Management) (optional) - By default, accounts expire in 5 years.

    Some libraries have additional required fields (those with Circulation functionality and others):
    1. Home Branch - Select Main or the appropriate branch.
    2. Patron Type - Select from the drop-down options.
  1. Click Create and, once the system displays the confirmation message, click OK. To proceed with the configuration of the account, stay within the Admin tab and search for the account. You can search using the user's name or by entering an asterisk (*) and clicking Search to return a list of all existing user accounts.
  2. Click an account to open and edit it. Click Roles > Edit.
  3. Leave Everyone selected.
  4. Decide if the account holder should have an administrative role or a lesser role. Select the appropriate role(s) and then click Save.

For new accounts, the system will send an email with a link to set a password. The link will expire in 24 hours. Staff members need to know their user names so they can create passwords.

If needed, you can resend the email and link.

Edit or disable existing accounts using the Admin tab

  1. In your browser, enter the WorldShare URL for your library. Your library's WorldShare URL will have the following format: https://yourlibrary.share.worldcat.org/wms. Replace yourlibrary with your library's identifier.
  2. On the Sign in screen, enter your User Name and Password.
  3. Click Sign In and then click Admin.
  4. Search for the user's account by using the user's name or by entering an asterisk (*) and clicking Search to return a list of all existing user accounts.
  5. Click an account to open the configuration opens. To edit general user information, expand the relevant section and click Edit. Edit the account as needed and then click Save.

    To edit roles:
    1. Expand Roles and click Edit.
    2. Leave Everyone selected.
    3. Decide if the account holder should have an administrative role or a lesser role. Select the appropriate role(s).
    4. Click Save.

    To disable the account
    1. Click Basic User Data and then click Edit.
    2. Under Identity Management, select the box next to Disabled?.
    3. Click Save.
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