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Team and devices

Control who can sign in to run the library, what they can do, and which tablets run the desk.

Who can do this: admins invite people and change roles. Coordinators can see and turn off desk tablets.

This group has two parts: Team (the people who can sign in) and Desk tablets. The team table shows each person's Roles, Sites, whether they have a Desk PIN, whether they use Two-step sign-in, and when they were Last active.

Steps​

Invite someone​

  1. Choose Settings in the sidebar, then Team and devices.
  2. Press Invite someone. A panel opens.
  3. Type their Email address.
  4. Tick their roles. Each role has a line explaining it:
    • Admin: everything, including settings and money.
    • Coordinator: runs the library day to day.
    • Trustee: reads reports and Today, and cannot change anything.
    • Catalogue volunteer: adds and tidies toys.
    • Desk volunteer: works the session desk with a PIN.
    • Safeguarding lead: sees safeguarding notes. Add this alongside another role.
  5. If you have more than one site, choose their Sites.
  6. Press Send invitation, then confirm it's you with your password or passkey.

Team and devices for Hollowbrook Toy Library, with the team table and the desk tablets list

What you'll see

"Invitation sent" and "We emailed" their address. They are listed under Waiting to accept until they choose a password. The link works for 7 days. To take it back, press Cancel invitation, then Cancel it.

Change someone's roles​

  1. Click their row in the team table.
  2. Tick or untick roles, then press Save roles and confirm it's you.

They are signed out so the change applies straight away.

Reset a desk PIN​

  1. Click their row and go to Desk PIN.
  2. Type a six-digit New PIN and press Reset PIN. Tell them the new PIN in person.

Remove someone from the team​

  1. Click their row and go to Remove from the team.
  2. Press Remove, then Remove them.

Turn off a desk tablet​

If a tablet goes missing, turn it off straight away.

  1. Under Desk tablets, find it by name and site.
  2. Press Turn off, then Turn it off.

You will see "Desk tablet turned off". To add a tablet, press Set up a desk tablet on the tablet itself. Each tablet signs in again every 90 days.