My Menu configuration

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The options that are offered to customers within the My account portal are defined within My Menu configuration.

The My Menu configuration controls which options are offered to the customer within My Account.

Create a My Menu configuration

In Wise configuration manager, go to Products and services > Membership > Card Configuration > My Menu configuration.
Click Open next to your library organization.
Click New at the top of the screen.
Provide information for the My Menu configuration fields.
Click Ok to save.

My Menu configuration fields

Field name

Description

Range

My Menu configuration can be configured at the system or institution level. One or more My Menu configurations can be defined per institution.

My Menu configuration

Enter a 2-digit number, these should be added consecutively.

Type

Select a type:

0 - Normal/Defining: This is offered in Membership definitions and displays maximum possibilities.
1 - Restrictive: This is used for a branch and/or at ports (e.g. information kiosk) and can be used to indicate which My Menu functions will not be supported by a branch or port in the public catalog.

Description

Description of this configuration.

Changes can be made to the following section for each configuration. Only the functional possibilities that are covered by your license are supported. Check the box to enable the function:

Function	Description
Allowed to access financial data	This option should be selected if your library uses Comprise SmartPAY. Customers can access information about fines from the Financial details screen in My account. A link to SmartPAY appears when this option is selected.
Allowed to access financial collection settings	Not for use in US libraries.
Can print direct debit authorizations	Not for use in US libraries.
Ask for email address	Field is obsolete, do not select.
Allowed to change email address and text messaging number	Customers can change their email address and phone number within the My account details screen.
Allowed to renew	Customers can renew checked out items in My Account.
Allowed to change message preference	Customers can update their Notification preferences in My Account.
Allowed to change branch	Customers can change their default pickup branch.
Allowed to change language	Customers can change their preferred language for messages within Notification preferences in My Account.
Allowed to change address	Customers can change their address and phone number within the My account details screen.
Allowed to report card loss	Customers can Report loss of library card.
Can deactivate card	Enables the Deactivate card option within My Account.
Allowed to place holds	Customers can place holds on items within the web catalog.
Allowed to cancel holds	Customers can cancel holds that they have placed.
Allowed to place holds on CDR	Not for use in US libraries.
Allowed to reserve Library-At-Home	Not for use in US libraries.
Allowed to request ILL via National Library	Not for use in US libraries.
Allowed to view ticket list	Customers are able to view and manage tickets.
Allowed to view message history	Customers can view previous Inbox messages.
May manage material requests	Customers can submit requests for items to be purchased. See Customer request form for more information.
Allowed to view log history	Customers are able to print a full list of checked out or previously checked out items.
Allowed to view personal recommendations	Customers can view the Personal recommendations section of My Account.
Can use online payments	This option should be selected if your library uses EnvisonWare Online Payments. Customers can access information about fines from the Financial details screen in My account.
Can opt-in to newsletter subscription	Customers can choose to subscribe to the Newsletter.
Customer tags for newsletters (etc.) are allowed newsletters
Allowed to create personal profile	Not for use in US libraries.
Allowed to have new arrivals subscription	Customers can subscribe to Areas of interest emails in Notification preferences.
Allowed cultural profile subscription	Not for use in US libraries.
Allowed to submit purchasing request	Not for use in US libraries.
Allowed to submit requests freely	Not for use in US libraries.
Allowed to change Membership	Customers can change their membership type.
Allowed to enable/disable "Report title-previously-borrowed"	Customers have the ability to enable or disable the Notify at checkout for previously borrowed titles option within the My account details screen.
Community participation allowed	Customers are able to create a Community profile and participate in Community functions.
Allowed to place holds on external items	Not for use in US libraries.
Can change delivery process	Not for use in US libraries.