Myloft Institute Admin Guide Version 1.2.7
Myloft Institute Admin Guide Version 1.2.7
Myloft Institute Admin Guide Version 1.2.7
Table of Contents
Introduction 5
Admin Panel 8
Dashboard 9
Reports 10
Download Reports: 11
Processed Reports 11
Allow selection of Multiple User Categories as filters in Download Reports 11
Unprocessed Reports 13
Analytics Reports: 15
User Analytics Reports 15
User Continuation Reports 16
Welcome Mail Reports 17
Search & Click Analytics Reports 18
Search Analytics Reports: 18
● Search Engine Wise 18
● Search Keyword Wise 18
Click Analytics Reports: 19
● Library Recommended Links Report 19
● eResource Section Report 20
Downloading the Reports 22
Changing the Date Range for the Reports 22
eResources 23
Steps to Manage the eResources Section Menu 23
Steps to Add a Menu: 23
Steps to update the sorting of the Menus that have been created: 26
Steps to Edit a Menu: 27
Steps to Delete a Menu: 27
Steps to manage a Menu of type “Collection of eResources” 28
1
Steps to manage a Menu of type “Links and Files” 29
Steps to manage a Menu of type “Pre-Filtered eResources” 32
DATABASES: 34
Steps to add Database 34
Steps to Request a Database 36
Bulk Operation 37
Filters: 38
Action: 39
JOURNALS 44
Steps to add single/few Journals 44
Steps to add Journals via Bulk Import 46
Steps to add journals via Import from Package 48
Filters 50
Bulk Operation 50
eBOOKS 55
There are three ways in which one can add eBook(s). 55
Steps to add single/few eBooks 55
Steps to add eBooks via Bulk Import 56
Steps to add eBooks via Import from Package 60
Filters 62
Bulk Operation 62
Action: 64
Delete 66
● Click on the Ellipsis(⋮) sign against each eBook. 66
● Select Delete. A Confirmation popup will appear and on confirming, the eBook will be removed
from the MyLOFT App (mobile and web) 66
eResource Groups 67
Steps to add new eResource Group: 67
Filters 68
Bulk Operation 69
Action: 71
Edit 71
Delete 73
User Categories 75
Steps to add single user category at a time 75
Steps to add User Categories via Bulk Import 78
Filters 80
Bulk Operation 81
Action: 82
Edit: 82
Delete 84
2
Users 86
Active Users 86
Adding Single User 87
Adding Users via Bulk Import 89
Announcements 112
Draft a New Announcement 116
Test Announcement 119
Publish Announcement 121
Unpublish Announcement 122
Edit expiry of a published announcement: 123
Clone an Existing Announcement 124
3
Introduction
Welcome to MyLOFT Admin Panel Guide. All that you need to know as a MyLOFT Admin is
included in this document.
MyLOFT Admin Panel allows an Institute Admin to view Dashboard, view/export Reports,
manage eResources, eResource Groups, User Categories, Users, send Announcements, view
User Service Requests, view/manage Institute App Settings and manage additional Admin and
Sub-Admin users.
4
Creating password:
● Click on the “SET PASSWORD” button in your Admin welcome mail.
● Create a password for your admin account.
● Once your password is created, you will be directed to the Admin Panel for the first time.
5
Forgot Password
If you have forgotten the password of your Admin account, you can easily reset the same using
the following steps:
● Go to the URL https://admin.myloft.xyz.
● Enter the Email ID and click on Next.
● Click on Forgot Password? at the bottom right of the login popup.
● An email with the password reset link will reach your email
address.
● Click on the link to reset the password.
● Type in the new password, and retype to confirm.
● Click on the Reset password to successfully complete the process.
6
Admin Panel
Once you have successfully logged in into your account, you will find the different modules of
the Admin Panel on the left side of the screen.
7
Dashboard
Admin can view the usage brief of the institute for the present day (date is displayed at the top
right of the screen) from this module.
Information like:
● Active Users - A total number of active users is displayed, based on three different
activities they might be doing within MyLOFT App.
○ Analytics - Total number of users using the MyLOFT App.
○ Downloads - Total number of users downloading resources.
○ Browsing - Total number of users browsing through the eResources.
● Top Platforms - Platforms (Android, iOS, Chrome, etc.) on which users are active are
displayed.
○ Analytics - Platforms on which users are using the MyLOFT App.
○ Downloads - Platforms on which users are downloading resources.
● Top User Categories - The top user categories are displayed with the total number of
users downloading resources under each category.
● Top Saved Articles - The name of the top saved articles are displayed with the number of
times saved.
● Top Keywords - The top keywords searched using the integrated Discovery services in MyLOFT
app along with the number of times it was searched.
● Top Publishers - Top publishers are displayed with the name of the publisher and the number of
articles downloaded from each.
● Top Domains - Top domains browsed by the users.
8
Reports
MyLOFT Admin Panel provides you with various kinds of usage reports. All the reports are available in
graphical form, along with details in tabular form below it. All the reports can be downloaded in PDF
or Excel format.
9
Download Reports:
Processed Reports
This report features the number of articles downloaded (HTML or PDF) by the users for a
given or selected time frame. This has further been subdivided into:
● User category wise download: This shows the number of article downloads per
User Category.
● Publisher wise download: This shows the number of article downloads per
Publisher.
● Daily download: This shows the number of article downloads for a day.
Filtering the Download Reports based on User Categories | User Categories as Filters for
Download Reports
This feature allows an Institute Administrator to view the Download of Multiple User Categories together.
The admin can select the user categories for which he wants to apply the filter and then click on the
‘Apply Filter’ link. This applied filter can be altered or completely removed from the top-right corner of the
report.
10
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Unprocessed Reports
This report features the number of articles downloaded (PDF) by the users for a given or
selected time frame. This has further been subdivided into:
● User category wise download: This shows the number of article (PDF)
downloads per User Category.
● Resource wise download: This shows the number of article downloads per
eResource Domain.
● Daily download: This shows the number of article (PDF) downloads for a day.
12
Allow selection of Multiple User Categories as filters in Data Usage Reports
Filtering the Data Usage Reports based on User Categories | User Categories as Filters for Data
Usage Reports
This feature allows an Institute Administrator to view the Data Usage Reports of Multiple User
Categories together. The admin can select the user categories for which he wants to apply the filter and
then click on the ‘Apply Filter’ link. This applied filter can be altered or completely removed from the
top-right corner of the report.
13
Analytics Reports:
14
User Continuation Reports
This report shows the activity of users of every user category within a specific date range, such
as Active During Last 7 Days, Active During 7-30 Days, Active During 30-90 Days, Active
Before 90 Days and Never Logged In.
Note: There is also option to make announcements to user category
There is also opportunity to reach out to the user category through the announcement feature in
these reports, which can be done by hovering the mouse to the numbers in the report.
15
Welcome Mail Reports
This report gives insight into the user reaction to the Welcome Mail that is sent after user creation. The
report depicts the number of users in each user category who have Invalid Email, Welcome Email
Opened, Never Logged In and Logged in.
16
Search & Click Analytics Reports
Institute Administrators (based on the permissions assigned to them) and Institute Sub-Administrators
(based on the permissions assigned to them) can view Analytics report of the Search Engines
configured for the Institution / Organization, Search Keywords searched by the Institution /
Organizations users, Clicks on the Library Recommend Links and Clicks on the eResources in the
eResource Section of the MyLOFT App
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○ Filters Available:
■ Filter by Title of the Library Recommended Link
■ Filter by User Categories
○ The Report can be exported in PDF and Excel Format
20
Downloading the Reports
All the reports featured in MyLOFT Admin Panel can be downloaded.
● Select the report you would like to download.
● Click the Export report button on the top right of the screen.
● Choose PDF or Excel, the format you would like to download the report.
● The report is generated and an email, with the link to download the desired report,
is sent to your email id.
Note: In addition to all the other features provided in the reports, each report also has the option to filter each
report.
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eResources
This feature allows an Institute Administrator (based on the permissions assigned)
○ To create, update, sort and delete the Menu Structure for the
eResources Section of the MyLOFT App
○ This section also lists the subscribed eResources of the institute. Three
separate tabs for Databases, Journals and eBooks are available. Admins can
add/import eResources easily by various methods and execute various
operations as needed
○ To create a collection of the added Institute Content (Database, eBook,
Journal) and add it under a “Collection of eResources” type of Menu
○ To create a collection of Links of following types and add it under a
“Links and Files” type of Menu:
■ URL (with Title and URL)
■ FILE (with Title and File (Max Upload Size: 50MB*) **)
○ To create a collection of the added Institute Content (Database, eBook,
Journal), using pre-filters like “by Institute Content Type”, “by Parent
Database” of Journals/eBooks etc and add it under a “Pre-Filtered
eResources” type of Menu
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● Fields in the form that are displayed need to be filled in by the Institute Administrator in order
to create the Menu (Level 0 Menu)
○ Select the Type of Menu
■ Collection of eResources
■ Links and Files
■ Pre-Filtered eResources
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○ If “Links and Files” is selected
■ Enter the Title of the Menu
■ If any eResource Group Level restrictions are required please select the same
■ Please select if the menu will be linked to any content or not (using the Contains
Content Field). If the menu is only to be used as a menu and no content is to be
linked to it, please select Contains Content Fields as “No”, otherwise leave it as it
is at “Yes”
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● If you would like to create a sub-menu (Level 1 Menu) click on the plus button on an existing Menu
(Level 0 Menu) by hovering over the same and follow the same steps as the above
Steps to update the sorting of the Menus that have been created:
● In the popup make the necessary changes by dragging the menus as required to change the
sorting
25
Steps to Edit a Menu:
● Click on Edit on the menu that you would like to update
● Fields in the form that are displayed can now be updated as required by the Institute
Administrator
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Steps to manage a Menu of type “Collection of eResources”
● Here you can link Institute Content that has already been added of type DATABASE,
JOURNAL, eBOOK and map it to this Menu
● Example:
○ When is a Menu of type “Collection of eResources” required?
■ As an Institute Administrator if you would like to display a list of specific database
and/or journal and/or ebook under a menu in the eResources Section of
MyLOFT
Note: The display of Institute Content for an end user is based on the existing eResource Groups
that are linked to them
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Steps to manage a Menu of type “Links and Files”
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● Here you add custom items of type “LINK” (which are not necessarily ebooks, journals or
databases) and map it to this Menu
○ In order to add a single content item of type “LINK” please click on the “Add New”
button
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○ In order to bulk import multiple content items of type “LINK” please click on the
“Bulk Import” button
● Example:
○ When is a Menu of type “Links and Files” required?
■ As an Institute Administrator if you would like to display external links of your
Institutional Repository or DSpace or other Open Access Links under a menu
in the eResources Section of MyLOFT
■ As an Institute Administrator if you would like to upload certain guides or exam
papers of your institution under a menu in the eResources Section of MyLOFT
30
Steps to manage a Menu of type “Pre-Filtered eResources”
● The filters that have been applied while creating this menu item, will now be visible. They can
be updated as and when required
31
● Example:
○ When is a Menu of type “Pre-Filtered eResources” required?
■ As an Institute Administrator if you would like to display a list of Springer Journals
already added to the Institute under a separate Menu Item then all you would
need to do is to create a Menu of type “Pre-Filtered eResources”, with the title
of your choice and select the filter “Institute Content Type as Journals and
Parent Database as SpringerLink”
Note:
● By default the Menu’s of type Databases, Journals and eBooks will be present and can’t be deleted
○ Menu of type Databases will include all the Databases added for the Institute
○ Menu of type Journals will include all the Journals added for the Institute
○ Menu of type eBooks will include all the eBooks added for the Institute
○ Though the titles of these menus can now be updated to any choice of the Institute Administrator
● Menu Structure currently supports up to Level-1 Sub-Menus
● Maximum number of Menu (includes Level-1 Sub-Menus) that are allowed to be created are 25
● * Based on the agreement between Customer and Eclat Engineering Pvt. Ltd. the file upload limit value can
change.
● ** The Storage across MyLOFT assigned by default to a customer is 2GB. Anymore storage would be only
available on a chargeable basis. The value can change based on the agreement between Customer and Eclat
Engineering Pvt. Ltd.
● Eclat Engineering Pvt. Ltd. reserves the right to change these file and storage limits as and when required
● “Collection of eResources”, “Links and Files” and “Pre-Filtered eResources” are types of Menu Item
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DATABASES:
● A two-column window will appear. Search the database(s) to be added from the MyLOFT
Master list on the left column, and click on the + sign by each one of them. All added
database(s) will appear on the right column.
● Search the eResource Group you want to give access to that particular database(s) to and
add them by clicking on + sign. If not selected, the Default eResource Group will be
automatically selected. Added eResource Group(s) will appear on the right side.
● Add other information like
○ Expiry Date - When the expiry date is set, Database(s) will get
deactivated after the specified date.
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Note: When the expiry date is set, Database(s) will get deactivated after the
specified date, this is however not mandatory if not sure we can leave this as it is.
○ Should it show in the user's database list? - The ability to show or not
show a subscribed database to users, while giving access to
journals/eBooks under the Database. By keeping it to No, the system will
just hide the Database from MyLOFT mobile and web apps however the
access to the database will remain active.
● Click on Save.
34
Steps to Request a Database
In case a database is missing from MyLOFT master list, Admin can also request the
database, by the following steps:
● Click on + Request Database.
Note: The request will be reviewed by the MyLOFT team and depending on the result of validation
performed by the MyLOFT team, it will be made available. But, please note that the process may take
some time so, kindly be patient.
35
Bulk Operation
Bulk Operation in Database lets you perform actions on multiple databases at a time.
● Deactivate operation will deactivate the selected database(s). The status will become
Inactive
● Set expiry date will set an expiry date to the selected database(s). When the set
expiry date operation is selected, the calendar will pop up from which admin can
select the date to set the expiry.
● Remove expiry date will remove the expiry date from the selected database(s)
which have already been assigned.
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● Click on Execute to perform the selected bulk operation.
Filters:
Admin can apply the filters for quick search results in the following steps
● Filter by Title: enter the Title of the Database.
● Filter by Status: select the status of the Database, Active or Inactive.
● Click on Apply.
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Action:
Admin can view the type of actions he/she can take for each database, by clicking on the
Ellipsis (⋮) sign against each database.
○ Expiry Date: Assign/Update the expiry date, by selecting the date from
the calendar icon.
○ Should it show in the user's database list? - The ability to show or not
show a subscribed database to users, while giving access to
journals/eBooks under the Database.
39
○ eResource Group Information: Update the eResource Group Information by
selecting and removing the group(s) according to the requirement, by clicking on
+ and - signs respectively. You can also add new group(s) by searching and
clicking on + sign. You can add/remove all available groups, by + and - sign,
beside respective Select All and Remove All options.
40
● Click on Save.
Delete :
● Click on the Ellipsis (⋮) sign against each database.
41
● Select Delete. A Confirmation popup will appear and on confirming, the eResource and its
access will be removed from your institute.
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JOURNALS
There are three ways in which one can add journal(s).
● Add New
● Bulk Import
● Import from Package
Note: To add any journal, first its database should also be added, only added databases are shown in the dropdown.
43
● On selecting a database, a list of journals will appear in the below section, add
the journal of choice by entering the title of the journal and add it using + sign. You
can remove the journals by the - sign.
44
Steps to add Journals via Bulk Import
● Click on the + Bulk Import.
● Select a Database from the dropdown list or by typing the name of the database.
● Clicking on Download the sample file at the top right of the screen will download a
sample document, which will display a format in which information should be
available. So, prepare the data sheet in that sample file.
45
● Copy the excel sheet data, that is only ISSN/EISSN and paste in the table displayed. The
information like the journal name and the status of the journal will automatically get loaded.
● Click on Sort, to sort the list of journals according to the Field and Order type.
○ There are three types of fields available, i.e. Status, ISSN and Journal. There are
two types of order, i.e. Ascending order and Descending order.
46
● Click on Save. This will start the Journal addition. At the end erroneous records will
remain in the data sheet.
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● Select the Database from the drop down list or by typing the name of the database.
● Select the Package from the drop down list or by typing the name of the packages.
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Filters
Admin can apply the filters for quick search results in the following
steps:
● Filter by Title, enter the any keyword from title of the Journal.
● Filter by Database, enter the name and select the database.
● Filter by Status, select the status of the Journal, Active or Inactive.
● Click on Apply.
Bulk Operation
The steps to perform bulk operation are as follows:
● Select the journal(s) by checking the checkbox right before each Journal Title.
Select All/Deselect All by checking the checkbox before Title.
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● Click on Choose an Operation drop down arrow. A list of available operations will
be displayed. Select desired operation.
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Action:
Admin can view the type of actions he/she can take for each database, by clicking on the Ellipsis (⋮)
sign against each journals.
Edit :
Follow the below steps to Edit Journal information:
● Click on the Ellipsis (⋮) sign against each journals.
● Click on Edit.
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● Admin can edit the following information
○ URL: Change the URL of the journal.
○ Status: Change the status i.e. Active or Inactive.
52
Delete :
● Click on the Ellipsis (⋮) sign against each database.
● Select Delete. A Confirmation popup will appear and on confirming, the Journal will be removed
from your institute.
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eBOOKS
● Select the Database from the dropdown list or by typing the name of the database.
● On selecting a database, a list of eBooks will appear in the below section, add the
eBooks of choice by entering the title of the eBooks and add it using + sign. You can
remove the eBooks by the - sign.
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● Select the eResource group from the available list by + sign.
● Click on Save.
55
● Select a Database from the dropdown list or by typing the name of the database.
● Clicking on Download the sample file at the top right of the screen will download a
sample document, which will display a format in which information should be available.
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● Copy the excel sheet data, that is only ISBN/EISBN and paste in the table displayed.
The information like the eBook name and the status of the eBook will automatically get
loaded.
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○ Click on Sort.
● Click on Save. This will start the eBook addition. At the end erroneous records will remain in
the data sheet..
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Steps to add eBooks via Import from Package
● Click on +Import from Package.
● Select the Database from the drop down list or by typing the name of the database.
● Select the Package from the drop down list or by typing the name of the
package.
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● Add the eResource group(s) from the list available by + sign.
● Click on Save.
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Filters
Admin can apply the filters for quick search results in the following steps:
● Filter by Title, enter the Title of the eBook.
● Filter by Database, enter the name of the Database.
● Filter by Status, select the status of the eBook, Active or Inactive.
● Click on Apply.
Bulk Operation
The steps to perform bulk operation are as follows:
● Select the eBook(s) by checking the checkbox right before each eBook Title.
● Select All/Deselect All by checking the checkbox before Title.
● Click on Choose an Operation drop down arrow. A list of available operations will
be displayed. Select desired operation.
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● Deactivate operation will deactivate the selected eBook(s).
● Click on Execute to perform the selected bulk operation.
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Action:
Admin can view the type of actions he/she can take for each database, by clicking on the Ellipsis (⋮)
sign against each eBooks.
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Delete
● Click on the Ellipsis(⋮) sign against each eBook.
●
● Select Delete. A Confirmation popup will appear and on confirming, the eBook will be removed
from the MyLOFT App (mobile and web)
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eResource Groups
The institute contents are grouped under eResources Groups. As an Admin, you will be able to add the
eResource Groups and link them to the User Categories you manage. E Resource Group(s) helps
in assigning a set of eResources that one can access according to the needs of users of certain user
categories. eResource Group(s) can be assigned a specific expiry of access, e.g. If an eResources
Group is created for the Engineering Course specified department, you can set the date 4 years from
now as expiry, this will suspend the access of eResources grouped under it post that date for selected
User Categories.
● Enter details as mentioned like Title and Expiry Date (you can choose an expiry date from
the calendar by clicking on the icon). (Mandatory fields are marked with Red Asterisk)
66
● Add subscribed databases from the pre-populated list by + sign. You can remove the databases
by - sign. To search for a specific database one can type the name of the database.
● Click on Save.
Filters
Admin can apply the filters for quick search results in the following steps:
● Filter by Name, enter the Name of the eResource Group.
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● Filter by Status, select the status of the eResource Group, Active or Inactive.
● Click on Apply.
Bulk Operation
The steps to perform bulk operation are as follows:
● Select the eResource Group(s) by checking the checkbox before each eResourceGroup name. Select
All/Deselect All by checking the checkbox before Name.
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● Click on Choose an Operation drop down arrow. A list of available operations will be
displayed. Select desired operation.
○ Deactivate operation will deactivate the selected eResource Group(s).
○ Set expiry date will set an expiry date to the selected eResource Group(s) which
are not already assigned the expiry date. When the set expiry date operation is
selected, the calendar will pop up from which admin can select the date.
○ Remove expiry date will remove the expiry date from the selected eResource
Group(s) which have already been assigned.
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● Click on Execute to perform the selected bulk operation.
Action:
Admin can view the type of actions he/she can take for each database, by
clicking on the Ellipsis (⋮) sign against each eResource Groups.
Edit
● Click on the Ellipsis (⋮) sign against each eResource Groups.
● Click on Edit.
70
● Admin can edit the following information. (Mandatory fields are marked with Red
Asterisk)
○ Title: Change the Title of the eResource Group.
○ Status: Change the status i.e. Active or Inactive.
○ Expiry Date: Change the expiry date for the eResource Group either by
entering manually or selecting from the calendar icon
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○ Subscribed Databases: Change the Databases(s) access
permission for the E Resource Group.
● Click on Save.
Delete
● Click on the Ellipsis (⋮) sign against each eResource Group.
● Select Delete. A Confirmation popup will appear and on confirming, the eResource Group will be
removed and will be detached from any previously linked User category hence, the users of
those user categories will stop getting the access.
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User Categories
Every user will belong to a certain User Category. These User Categories will be linked to a
eResource Group. The users of a certain User category will have access to a certain number
of databases that are enlisted under the linked eResource Group. Please make sure you create
a User category with a valid name & format along with overall User category topology as it will
affect the reporting.
There are two ways in which one can add User Categories.
● Add New
● Bulk Import
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● Fill in the basic information. (Mandatory fields are marked with Red Asterisk)
○ Title: The name of the User Category.
○ PDF Limit: Change the number of PDF Limit, as it lets you put a restriction on how
many pdf downloads a user can make in that user category per day. Please note that
each Database will also have the PDF Limit so, the minimum limit out of both will be
applicable.
○ Type: Select the type of a user category from a drop down list.
○ Expiry Date: Set an expiry date for a user category either by typing manually or
selecting it from the calendar icon. Post this date, the access to eResources grouped
under the associated eResource Group.will be stopped.
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○ Select eResource Group Information by adding the eResource Group(s).
● Click on Save.
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Steps to add User Categories via Bulk Import
● Click on the +Bulk Import.
● Clicking on Download the sample file at the top right of the screen will download a
sample document, which will display a format in which information should be available.
● Copy the excel sheet data in the exact format as shown in the table and paste in the table
displayed. The information like the PDF Limit and the Expiry Date is optional. The status
of the users will automatically get loaded.
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● The meaning of icons under the status column:
○ Green: User Category already added in the Institute.
○ Red: Invalid Information.
○ Blue: Valid Information, ready to save.
○ Yellow: User Category valid, but belongs to a different database.
● Click on Sort, to sort the list of User Categories according to the Field and Order type. And then click
Sort.
Note: There are Six types of fields available, i.e. Status, Name, PDF Limit, Type and eResource Group, Expiry
date
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● Once the data is ready, Click on Save. It will create all listed User Category with provided
data.
Filters
Admin can apply the filters for quick search results in the following steps:
● Filter by Name, enter the Name of the User Category.
● Filter by Status, select the status of the User Category, Active or Inactive.
● Click on Apply.
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Bulk Operation
The steps to perform bulk operation are as follows:
● Select the User Categories by checking the checkbox right before each User categories
name. Select All/Deselect All by checking the checkbox before Name.
● Click on Choose an Operation drop down arrow. A list of available operations will be
displayed. Select desired operation.
○ Deactivate operation will deactivate the selected User categories.
○ Set expiry date will set an expiry date to the selected User categories which are not
already assigned the expiry date. When the set expiry date operation is selected, the
calendar will pop up from which admin can select the date.
○ Remove expiry date will remove the expiry date from the selected User
categories which have already assigned expiry date.
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● Click on Execute to perform the selected bulk operation.
Action:
Admin can view the type of actions he/she can take for each database, by
clicking on the Ellipsis (⋮) sign against each User Category.
Edit:
● Click on the Ellipsis (⋮) sign against each User Category.
● Click on Edit.
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● Admin can edit the following information. (Mandatory fields are marked with Red
Asterisk)
○ Title: Change the Title of the User Category.
○ PDF Limit: Change the number of PDF Limit, as it lets you put a restriction on how many pdf
downloads a user can make in that user category per day.
○ Status: Change the status i.e. Active or Inactive.
○ Type: Change the type of User Category.
○ Expiry Date: Change the expiry date for the User Category either by entering manually or
selecting from the calendar icon.
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○ eResource Group Information: Change the eResource Group(s) access permission for the
User Category.
● Click on Save.
Delete
To delete the User Category. But, the system will only allow the operation if the User category is not
linked with any User. Otherwise you will be shown the error as below:
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Users
Everything related to User management will be available under this section. Whether its to
create multiple users or to provide access to a set of Databases, all these activities can be done
here. For example, students of Engineering can be assigned Engineering as a User
Category. This User Category will be assigned an eResource Group to it, which in turn
provides them access to all the eResources that are useful for that particular User Category.
Active Users
This section contains the entire list of registered MyLOFT users. The user details are
shown under columns Full Name, Email, User Category, Created Date, Last Activity,
Expiry Date and Email Status along with Actions ( Ellipsis ⋮) to edit individual user
details.
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Adding Single User
● Click on + Add New.
● Fill in the basic information. (Mandatory fields are marked with Red Asterisk)
○ ID number (Optional, see App Settings): Enter the Library Card number or the
Roll no. or any unique ID of the user.
○ Full Name: Enter Full Name of the User.
○ Email: Enter the Email ID of the User.
○ Expiry Date: Enter manually or select the expiry date from the calendar icon for
the User.
○ Should Send Welcome Mail?: When you select Yes, a welcome mail (the email with ‘Set
Password’ link) is sent while saving the User into MyLOFT. If you do not wish to send welcome
mail to the user at the moment, make sure to change the answer to No.
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● Add or Search by entering the User Category/Categories, from the pre-populated list to the User
Categories by the + sign and remove by - sign. This will add user to the selected User Categories and
thus, user will get the access to databases linked to eResource group(s) associated with selected User
categories
● Click on “Save”.
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Adding Users via Bulk Import
● Click on +Bulk Import.
● Clicking on Download the sample file at the top right of the screen will download a
sample document, which will display a format in which information should be available.
● Copy the excel sheet data in the exact format as shown in the table and paste in the table
displayed. The information Expiry Date is optional. The status of the users will
automatically get loaded.
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● The meaning of icons under the status column:
○ Green: Once processing of the new users is complete the status shows green.
○ Red: Invalid Information of the User.
○ Blue: Valid User details, ready to save.
○ Yellow: User Already added in the institute.
● Click on Sort, to sort the list of Users according to the Field and Order type.
○ There are five types of fields available, i.e.Status, Email, Full Name, User
Category and Expiry Date.
○ There are two types of order, i.e. Ascending order and Descending order.
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● Select the box by Should send welcome email?, if you want to send the Welcome Emails to
the users to be added.
● Select the box by Should replace user category?, if you want to change the user category
of already added users to a new user category.
● Click on Save.
This feature allows an Institute Administrator to bulk delete records of users only using the Email
Address (by uploading an Excel sheet).
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● Clicking on ‘Download the excel template’ link in the Bulk Delete Users dialog box will download
a sample excel file, which will display a format in which information should be available.
● Add the user emails to the excel file in the exact format as shown in the sample file.
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● Upload this file by clicking on Browse File
● Click on Delete
● The status of the bulk delete operation will be emailed to the admin user.
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Filters
Admin can apply the filters for quick search results in the following steps:
● Filter by Name, e-mail or ID number, enter the name, e-mail
or ID number of the user.
● Filter by User Category, enter the Name of the User Category
of the User.
● Filter by Last Activity, select the option you think is the most
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preferable, i.e. Users by activity range or Users not logged in.
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● Filter by Expiry Status, ie. Expired Users, Not expired users or Expired users in range
(Users about to expire soon).
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● Filter by Email Status, ie. All, Valid, Invalid Permanent or Invalid Transient.
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● These filters can be selected simultaneously.
● Click on Apply.
Bulk Operation
The steps to perform bulk operation are as follows:
● Select the Users by checking the checkbox right before each User name.
Select All/Deselect All by checking the checkbox before Name.
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● Click on Choose an Operation drop down arrow. A list of available operations will be
displayed. Select desired operation.
○ Send welcome email operation will send a welcome mail (the email with ‘Set
Password’ link) to all the selected Users at one go. The users who have already
started using MyLOFT will get the email having reset password link.
○ Assign user categories will assign the user categories to the user which are not
assigned already. Clicking on Execute will give a pop up of already available user
categories, so you can select accordingly.
○ Set expiry date will set an expiry date to the selected Users. When the set expiry date
operation is selected, the calendar will pop up from which admin can select the date.
○ Remove expiry date will remove the expiry date from the selected Users which
have already assigned expiry date.
○ Block will block the user from accessing subscribed eResources and users will be
moved to the Blocked Users section.
○ Delete will delete the user accounts from MyLOFT.
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Action:
Under the Action Ellipsis(⋮), admin can view the type of actions he/she can take.
Edit
Follow the below steps to Edit User information under Action:
● Click on the Ellipsis (⋮) against each user.
● Click on Edit.
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● Admin can edit the following information
○ ID number: Edit the ID number of the user.
○ Name: Edit the Full Name of the User.
○ Email: Since Email id is the mandatory field in user creation, a Library Admin cannot edit
the email id of any user. If a change is required, kindly write to us at [email protected].
However, for users with Permanently Invalid Email, the emails can be altered.
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○ Status: Change the status i.e. Approve, Pending or Rejected.
○ Expiry Date: Assign Expiry Date is not assigned or edit the Expiry Date manually or select
from calendar icon.
● User Category Information: Change the User Categories for the user. You can add and
remove the User Categories by + and - sign respectively.
● Click on Save.
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Revoke : This is only applicable if the User is Revoked Permanently. Otherwise. The Revoke
which is available to Admin is to Logout users from all logged in devices.
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Delete : Upon clicking delete a confirmation pop up will appear, further by clicking Yes the
user account will be delete from MyLOFT
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Users Pending Approval
If your institution has the Sign Up option as a user onboarding process, all the requested user
accounts(users who have self-signed up) will feature in this list. As an Admin, you will be
able to Approve and Reject the user account requests, along with Edit and Revoke.
Filters
Admin can apply the filters for quick search results in the following steps:
● Filter by Name, e-mail or ID number, enter the name, e-mail or ID number of the user.
● Filter by User Category, enter the Name of the User Category of the User.
● Filter by Last Activity, select the option you think is the most preferable, i.e. Users by activity
range or Users not logged in.
● Filter by Expiry Status, ie. Expired Users, Not expired users or Expired users in range (Users
about to expire soon).
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● Filter by Email Status, ie. All, Valid, Invalid Permanent or Invalid Transient.
● These filters can be selected simultaneously.
● Click on Apply.
Bulk Operation
The steps to perform bulk operation are as follows:
● Select the Users by checking the checkbox right before each User name. Select
All/Deselect All by checking the checkbox on the left of Full Name.
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● Click on Choose an Operation drop down arrow. A list of available operations will be
displayed. Select desired operation.
○ Approve operation will approve the requests of the Users.
○ Reject operation will reject the requests of the Users.
○ Block will block the user from accessing the Subscribed eResources and
move them to the blocked users section.
○ Delete will delete the user accounts from MyLOFT.
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Action:
Under the Action (Ellipsis⋮), admin can view the type of actions he/she can take.
Edit
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● Admin can edit the following information
○ ID number: Edit the ID number of the user.
○ Name: Edit the Full Name of the User
○ Email: Since Email id is the mandatory field in user creation, a Library Admin
cannot edit the email id of any user. If a change is required, kindly write to us
at [email protected]. However, for users with Permanently Invalid Email,
the emails can be altered.
○ Expiry Date: Assign Expiry Date is not assigned or edit the Expiry Date
manually or select from calendar icon.
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○ User Category Information: Change the User Categories for the user. You
can add and remove the User Categories by + and - sign respectively.
● Click on Save.
Approve
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Blocked Users
All the Blocked user account requests feature in this list. Further, you can Approve or Block
the user accounts in the tab, along with Edit, Delete and Revoke.
Similar actions mentioned in the above section, Admin can take on this section as well.
Like execute various operations by checking the checkbox displayed before each User
name and applying filters to make search easy and quick.
Rejected Users
All the rejected user account requests feature in this list. Further, you can Approve or Block
the user accounts in the tab, along with Edit, Delete and Revoke.
Similar actions mentioned in the above section, Admin can take on this section as well.
Like execute various operations by checking the checkbox displayed before each User
name and applying filters to make search easy and quick.
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Announcements
Announcement as the name implies using this section an institute admin can make a statement
that tells people about something, for example: To notify all the members of institute about
subscription of a new eResource that will be available to them in near future.
With the enhancements made in the announcements feature, admin is now able to see the following two
checkboxes to select how the announcements must be sent:
● Send via App Notifications
● Send via Email
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On selecting the App Notifications option, admin is able to send the announcement to one or more
institute users. Additionally, the admin is now able to select the appearance of the announcement as a
Flash Message dialog or Banner on the Home page/screen.
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On selecting the Email option, admin is able to send an email announcement to one or more institute
users.
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As a new addition here, admin is now able to send email announcements in bulk to a targeted list of
external users for which there is an option to upload the targeted list of users via an Excel file. Further,
there is an option to select/create an HTML template for the mailer and a Mapper to update values in the
placeholder of the email template (if exists).
The announcements along with their respective Status, Created and Expiry Dates are displayed in the list.
Click on the Title to see the details of a particular announcement.
It’s quite basic that an announcement first needs a couple of drafts to be created before it finally
gets published to the target audience, and MyLOFT admin panel allows the admins to create
and save an announcement to make their n number of drafts before the final draft to be
published gets ready, once the final draft is ready an admin can simply select the recipients and
publish it them. Let’s see the procedure to Draft, Test and Publish an announcement in detail
below:
● Type in the Title Section the Subject of your announcement, this is mandatory to save your first
draft.
● Add Description to the announcement (optional).
● Type in the Message section the body of your announcement.
● Select an Expiry date, by default it will be 30 days ahead from the current date
Note: Expiry date is the last day an announcement will be visible to the recipient users in the Alert section of the
MyLOFT app.
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For sending announcements via Email
● Enter the Subject of your announcement as it will appear in the email, this is mandatory to save
your first draft.
● Click Choose Template and select an available HTML template or you can create a new template
with Create a template option.
● Click on Save.
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Once the draft is being finalized and you want to test it before you actually publish it to the users,
you can send it as a test announcement to specific user accounts and check how it looks.
Test Announcement
●Fill up the valid details mentioned in the drafting section
●Test Announcement will get enabled, click on it.
●It will show a popup to select the target users on whose account/Email you want to send this
announcement as a test and see how it looks.
● Click on Send
Once the draft is finalized and has been well tested, it's time to publish it to the actual recipients.
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● It will show a popup to select the target user’s on whose device you want to send this
announcement as a test and see how it looks.
● Click on Send
Once the draft is finalized and it’s been well tested it's time to publish it to actual recipients.
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Publish Announcement
● Click on + Add New or Edit action for respective announcement.
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● Click on Publish and confirm publishing with a yes.
Human error is common and if you feel that the published announcement was wrong you can
roll it back.
Unpublish Announcement
● Click on Delete action for respective announcement.
● It will show a prompt stating deleting the announcement will delete it from its recipient’s Alert
section of MyLOFT app, and it will also have an option to delete the announcement from admin
panel as well. If you wish to delete it from admin as well check that option else keep it unchecked.
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● Click on Yes.
If you feel the expiry date of a published announcement was set wrong you can change that
later on. This option is available only for announcements sent via App Notifications.
● It will show a prompt showing the current expiry date you can select the new expiry date from
there.
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● Click on Save.
Many times it's just that we need to publish another announcement but it only has minor textual
changes compared to an existing announcement. Well, you can save your time from drafting
the entire announcement again, by simply cloning that announcement.
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● It will open the announcement form in edit mode. You can edit the details and either save it as draft
if you have made any changes or publish it after selecting the respective recipients.
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Form Submission
All the user requests originating from Service Requests (Optional, see App Settings) in the user app, get
enlisted here. The two tabs available are:
● Article Request
● Purchase Suggestion
Click on the Ellipsis (⋮) beside every request to click on View the details or Mark as Read/Unread.
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View
Upon clicking view you shall be able to see the following details of the article requested.
● Title :
● Journal Title :
● Created Date :
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Purchase Suggestion
Users can also raise purchase suggestions, which can be viewed in the purchase suggestions.
The purchase suggestions section has a list of all the purchase suggestions raised by the users , along
with their email ids, and creation date
Action
To perform any action on the purchase suggestion , click the ellipsis (⋮)
● Two options are available
○ View
○ Mark as read
View
To know the details of purchase suggestions, click on view.
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● The following details shall be available :
○ Select a Resourse type
○ Please mention Title, Publisher & Reason for purchase
○ Created Date
Mark as read
By clicking the mark as read option, the suggestion will no longer be highlighted in bold
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App Settings
Admin can set/change application settings of the Institute here.
Below is the list of settings available:
Adding Logo
Adding Logo image for the institute. Click on the Attachment icon, you will be directed to your system’s
drive, from where you can select a picture and upload it here. This will be shown on Mobile App’s home
tab and the Web App’s top left corner
Cover Image for the institute. Click on the Attachment icon, you will be directed to your system’s drive,
from where you can select a picture and upload it here. This will be shown as background cover in home
tab of mobile app.
Recommended Links
Institute can add the important links for better user experience.
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● You can edit the links by following the below steps:
○ Adding a Recommended link
○ To add a recommended link, kindly click on the addition symbol next to the recommended
link.
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● Click on the Edit icon.
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● Select the type of the link, either URL or Database. On selecting the URL, you can
edit/enter a new URL. On selecting the database, a dropdown list of databases will
be displayed from which you can select one of the choices.
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● Edit/Enter the URL or select a database.
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● Change the logo/thumbnail of the journal/database from the Edit icon.
● Click on Save.
Note: A total of 15 Recommended Links can be added to MyLOFT. If you wish to increase the number of
Library Recommends, write to us at [email protected].
● Sign Up options for the users. There are two options available under this.
○ Should allow user sign up?:If you want the user to sign up individually and
send you an approval request, it can be enabled/disbaled from here. When this
is enabled, it will give you the option to add a domain restriction.
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○ Should show sign up instructions?: Enabling the option will display a
description on the sign up page for users to get a better understanding of
the signup/login process. This is only possible if the Sign up is disabled.
■ Write the description in the box and save it, by clicking on Save.
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● Search Engines: MyLOFT App supports several search engines. The Discovery Tools, or the
Search Engines can be added/customized from here.
● Click on the + sign to add search engines
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● When you click on the blank, a dropdown list will appear of already added search
engines. You can select any search engine of choice. Some search engines may
ask for Institute specific URLs.
● Click on Save.
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● Other: Miscellaneous Settings are found here.
○ Should ask ID number?: Toggle option that admins can turn on to make the field of ID
number available for user creation.
○ Should show form submission?: Toggle option that admins can turn off to remove
Service Requests from the user app and Form Submission from the Admin Panel.
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Admin Users
You may add more Admins and Sub-Admins from the Admin Users section.
Steps to add new admins:
● Click on + Add New.
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● Select the Role Type i.e. Institute Admin.
● Select the rights you want to assign to the new admin. There are three access permissions you
can allow, i.e. View, Edit and Delete depending on your own access.Admins with edit or delete
right only , will be able to make changes
● Click on Save.
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You may add more SubAdmin users from the Admin User section.
● Click on + Add New.
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● Select the Role Type i.e. Institute SubAdmin.
● Assign the User Category from the below Panel. Click on + by the specific user category.
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● Select the rights you want to assign to the SubAdmin. There are three types : View, Edit and
Delete.
● Click on Save.
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