Profiles tab
Customer profiles can be added and removed from within the Profiles tab in Customer administration. Additional profiles can be added to a customer account from this screen. Customer profiles are configured in Wise configuration manager at OCLC Wise > Catalog > Products > Profiles.
Select a profile type from the Profile type drop-down list. Once a profile list is selected, the table below will display a list of available memberships that can be added to the customer's account. The table also displays a Description of the profile. If the customer is subscribed to a profile, the table will display the word Yes in the Membership column.
When a customer signs up for a new membership, they will receive messages when new library materials are available related to the selected theme. The customer can also configure their membership settings via My Account.
Note: The customer must provide a valid email address to receive these messages.
Add a profile membership
To add a membership:
- Within the Profiles tab, click Change.
- Select the appropriate Profile type from the drop-down menu.
- Right-click the profile line that you want to add. Select Activate library card for this profile. The Membership column will now display the word Yes.
- Click Save.
Remove a profile membership
To remove a membership:
- Within the Profiles tab, click Change.
- Select the appropriate Profile type from the drop-down menu.
- Right-click the profile line that you want to remove and select End membership for this profile. The Membership column is now blank.
- Click Save.