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  • Navigation
  • Invite a user to share registration
  • Edit a user's registration information
  • Remove someone from shared registration
  • Registrations grid
  • Entitlements grid

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  1. Naviga Applications and User Guides
  2. CSR User Guide

Digital Product Management

PreviousCreate a new subscriptionNextDisclaimer Management

Last updated 3 years ago

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You can manage a subscriber's online access from the digital tab. From this tab, you can:

  • edit a subscriber's digital registration

  • add or remove another user to a subscriber's digital subscription

  • view a subscriber's digital entitlements

Navigation

To view the digital tab, perform a , and then select the digital tab.

Invite a user to share registration

To invite a user to share registration:

  1. Select the invite button next to any user in the registrations grid. A window appears that indicates the amount of remaining registered users. If the user has remaining invites, continue to the next step. Otherwise, you cannot proceed.

  2. Add the new users first name, last name, and email address. Select either owner or guest as the user type. This determines the amount of privilege the user will have.

  3. (Optionally, if owner is chosen, confirm the disclaimer to the subscriber and check the disclaimer box.)

  4. Select the send invite button. An email will be sent to the specified email address and the record will appear in the pending invites grid.

Use the add another person to invite and remove the last person added buttons to send multiple invites at once!

To re-invite a user whom has not accepted their invitation:

  1. Select the invite button next to any user in the registrations grid. The pending invitations grid will appear.

  2. Select the resend invite button next to the desired user. An email will be resent to the user.

To remove a pending user:

  1. Select the invite button next to any user in the registrations grid. The pending invitations grid will appear.

  2. Select the remove button next to the desired user. The user's invitation will be removed from the pending invitations grid and their invitation will become invalid. This request is processed in real-time with the circulation system.

Edit a user's registration information

To edit a user's registration information:

  1. Select the edit button that corresponds with the user in the registrations grid.

  2. Toggle whether both the email address and password should be changed. If keeping current, select keep current and do nothing. If changing, select set to... and add the new password or email.

  3. Select the update button next to either the new password or email.

Remove someone from shared registration

To remove a user from shared registration:

  1. Select the invite button next to any user in the registrations grid.

  2. Navigate to the current members grid.

  3. Select the remove button next to the desired user.

Registrations grid

Term

Description

Login name

The user's login name, always the user's registered email address.

State

If registration is verified then [State] = "Standard" else [State] = "Unverified"

Type

Either owner or Guest. Indicates the amount of access the user has.

Change date

The date and time the change occurred (MM-DD-YYYY HH-MM-SS AM/PM).

Select the details button to view the manage registration grid.

Term

Description

Account number

The subscriber's circulation account number.

Subscriber

The subscriber's Naviga Subscriber identification number.

Full name

The subscriber's full name.

Active

Indicates whether the account is active.

Type

Indicates the type of access the user has. Owner = full, Guest = limited.

Address

The subscriber's billing address.

Entitlements grid

To view the entitlements grid, select the show entitlements button.

Term

Description

Newspaper ID

The newspaper's identification number.

Newspaper name

The newspaper's name.

Household level ID

The household subscription level identification number.

Household level

Means Household Subscription Level and refers to a numeric value that is associated with a subscriber’s entitlement access. The numeric values are not fixed and the client determines them. However, 99 typically refers to no access and 1 typically to full access. This field is editable.

Entitlement ID

The entitlement's identification number.

Entitlement code

The entitlement's database code.

Entitlement description

Description of the entitlement, e.g. eEdition Access.

You can find more about entitlements here

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