The Member Website is a fabulous tool to have as it allows your members to log in any time to see their membership, account and personal details, toy loans, and due dates, they can manage their own toy reservations, toy renewals, booking duties as well as view your library’s details and information.

It does not need to be activated as it is already available. All you will need to do is send the link to your members as well as their log-in details with the password.

Just like the Public Website, you can choose what functions/pages/modules you would like to use and see on your Member Website.
To do this you will need to check and change each setting on the Member Website Settings page.

There are two places you can access this page:

1.  The most direct way is to go to Setup -> Members

2.  Or indirectly, if you happen to be in the Public or Admin settings, you can select Member Website Settings at the top of the page

Using either option will take you into the settings page where you will see a list of all the settings you will need to check and change according to how you want your Member Website set up.
The list can be filtered by the modules/pages MiBaseNZ offers to make it easier to understand and to see the different functions you can choose (see outlined in the below image).

There are 5 modules/pages you can filter the list by. They are:

• Top Menu: these settings are for activating the modules/pages in the navigation bar that can be seen across the top of each page in the Member Website
• Roster: if you have decided to activate the Roster page, these settings are related to specific functions and what information can be seen
• Loan: these settings are related to toy renewals and whether your members can renew toys they have loaned and how often
• Home Page: these settings are related to information that can appear on the Home page
• Reservation: these settings are related to when, how often and how far out a member can make a toy reservation

There are three settings that do not come under one of the above options. These are:

• #203 – online_renew: this setting allows members to renew their membership online. If you choose to activate this setting, one month before a member’s membership expires a red Renew Now button will appear on the Home page with a ‘Your membership is due to expire’ message. To activate this setting, select Yes
  
• #207 – mem_edit: this setting allows members to edit their personal details. As you can see above, a brown Edit button will appear if this function is activated. The risk however of having this function available is members can falsify their details without you knowing. If you do want this option, select Yes
• #215 – mem_transaction_intro: This setting is only relevant if you have chosen to activate the Transaction page (setting #214). If you have, this is where you can write an introduction to appear at the top of the page. Click Edit, type in your message in the text box, and click Save

Please note, if you change these settings, you must log out and then log back in again for the settings to take effect.

To view, check and change each of the above groups of settings, follow the links below.

Settings for the Top Menu items

Settings for the Home Page

Settings for the Roster page

Settings for Toy Loans

Settings for the Reservation page

The post Setting up your Member Website appeared first on MiBase New Zealand.

Some of these modules/pages are automatic, one is a paid module, and two are linked with the public website settings. The remaining others will need to be activated on the Member Website Settings page if you choose to use them. See below for further information.

The automatic modules/pages are:

• Home – for more information on this page read the article Member Website Home page schema
• My Library – for more information on this page read the article My Library page
• My Wishlist – for more information on this page read the article My Wishlist page
• The Toys Menu is automatic however some settings are activated via the public website settings, Settings for the Toy Menu. The sub-heading Reservable Toys also needs to be activated in the public website settings if your library would like to use this function – follow this link to see how – Reservable Toys.

The FAQ page is linked with the public website settings, so if it has been activated there, it will appear on the Member Website. Read this article for further information – FAQ page.

The Click & Collect page is a paid module so your library will need to have purchased this for it to appear. For further information follow this link, Click & Collect module. To read the documentation for this module follow this link, Click & Collect Setup.

So, the remaining two pages are Transactions and Roster and to activate these you will need to go to Setup -> Members

Type the words “top menu” in the Description box. The list will be filtered to show the settings related to the Top Menu. Each setting can be easily changed by clicking the Edit button alongside it, making the change if necessary and clicking Save.

Once the settings are changed you must log out and then log back in again for the settings to take effect.

• #213 – public_members_roster: select Yes to activate the Roster page in the navigation bar.
  Follow this link for further settings on specific functions for the Roster page
  Follow this link to learn how to add or delete roster preferences to this page
• #214 – mem_transaction: Select Yes if you would like the Transactions page in the navigation bar. To add an introduction to the page, add it under setting #215
  Follow this link for further information on the Transactions page.

The post Settings for Top Menu items appeared first on MiBase New Zealand.

These settings include the option of using the member alert function (which is a red box that appears when a specific message, reminder or alert has been written by admin to this member) and showing members their list of children.

For more information and an overview of the Member Website home page, read the article Member Website home page schema.

With regards to the above two settings, go to Setup -> Members

Type the word “home page” in the Description box. The list will be filtered to show these two settings. Each setting can be easily changed by clicking the Edit button alongside it, making the change if necessary and clicking Save.

Once the settings are changed you must log out and then log back in again for the settings to take effect.

• #217: select Yes if you would like members to see any written alerts, No if not
• #218: select Yes if you would like members to see their list of children, No if not

You can view the activated settings in the link above to the Member Website Home Page schema.

The post Settings for the Home Page appeared first on MiBase New Zealand.

To see the options, go to Setup -> Members.

Type the word “roster:” in the Description box. The list will be filtered to show all settings related to the Roster page. Each setting can be easily changed by clicking the Edit button alongside it, making the change if necessary and clicking Save.

Once the settings are changed you must log out and then log back in again for the settings to take effect.

• #200 – auto_approve_roster: When a member selects a duty session on the calendar, this setting will allow it to be automatically approved rather than waiting for the admin to approve it. Select No if you do not want this to automatically happen
• #201 – mem_private: When a member logs on to the Member Website and views the roster calendar, you can decide if they can see the details of other members who have selected a duty, or not. Yes will show ID number, No will show ID number and member’s name
• #202 – mem_coord_off: this setting will exclude coordinators (committee members)  from roster duties, select Yes to exclude, No to include
• #209 – mem_roster_show_all: if you have selected No for setting #201, you can also add the member’s phone number as well by selecting Yes for this option.
  Toy Libraries show other members details to allow them to call each other if they need to swap their duties. Remember to ask for your members’ permission to show their details.
• #219 – mem_cancel_roster: you can decide up to how many days prior to the duty a member is able to delete it. When a member deletes the duty, the admin will receive an email notification. If you do not want any member to be able to delete a duty, type in 0. The Delete My Duty button will not appear on the Member Website
  

If you are using the Roster System in the Member Website, you should then activate this below setting for the Admin Website. 

Go to Setup -> Administration

Type in ‘roster’ and change the setting to Yes.

What this will do is activate the two tables below on the admin Home page.

• Members on Duty Today: will list what members will be completing their duty today
• Member signed up for duty online: will list the members that have signed up for duty in the Member Website.
  If you have selected Yes for setting #200 above, this duty will automatically be approved. If you have selected No, an admin will need to approve it by clicking the pink Go to Duty Page button which takes you to the Duty Roster page where you can click the yellow Approve button (see below).

The post Settings for the Roster page appeared first on MiBase New Zealand.

The following settings are related to how often a member can renew a toy and whether they can renew a toy that is overdue.

Go to Setup -> Members

Type the word “loan” in the Description box. The list will be filtered to show the settings related to toy renewals. Each setting can be easily changed by clicking the Edit button alongside it, making the change if necessary and clicking Save.

Once the settings are changed you must log out and then log back in again for the settings to take effect.

• #206 – mem_times_renew: how many times would you like a member to renew a toy, type in the number. If you do not want this option available to your members, leave the field blank or add a 0. On the Member Website, instead of a Renew button, it will say “Renews not activated”
  Follow the link to see how to Renew a toy on the Member Website
• #211 – overdue_toy_member_renew: if a toy is overdue, would you like the member to still be able to renew it? Select Yes if so, No if not. They will either have to return the toy or contact your librarian to renew it
• #220 – mem_block_loan: if a membership has expired and the member still has a toy on loan, this setting will block the member from renewing the toy. Select No if you do not want the toy to be renewed.

The post Settings for Toy Loans appeared first on MiBase New Zealand.

The following settings are related to when, how often and how far out a member can make a reservation.

Go to Setup -> Members

Type the word “reservation” in the Description box. The list will be filtered to show the settings related to reservations. Each setting can be easily changed by clicking the Edit button alongside it, making the change if necessary and clicking Save.

Once the settings are changed you must log out and then log back in again for the settings to take effect.

• #208: this setting allows members to make their own toy reservations. If this setting is activated, when viewing a toy, at the bottom of the page there will be a brown Reserve Toy button which will take members to the Reservation page. To activate, select Yes
• #221: this setting prevents members from making back-to-back reservations, particularly for popular toys allowing other members the opportunity to reserve them. Type in the number of days after a reservation a member can make another one for the same toy. The reservation calendar will be highlighted for these number of days blocking the member from reserving
• #222: this setting prevents members from making a reservation on the day the library is opened or as many days prior to the session of your choosing. Again the reservation calendar will be highlighted blocking the member from reserving
• #223: this setting prevents members from booking toys too far into the future. You can set the limit. The reservation calendar won’t be highlighted but the days will be blocked

The post Settings for the Reservation page appeared first on MiBase New Zealand.