Searching for a User
How to find a researcher's record in Aeon — quick text search, the command palette, and precise filtering by name, ID, status, location, and more.
Opening and Locking a User Record
How to open a researcher's user record and how Aeon's real-time lock keeps two staff members from editing the same record at once.
Creating a New User
How to create a new user record from the Aeon web staff client, set the account password, and what happens to the new user afterward.
Editing User Information
How to change a researcher's profile information on the user record — editing fields, saving, the automatic record lock, and changing the username or password.
User Notes
View, add, and delete the notes attached to a user record, including the notes Aeon writes automatically during actions like clearance.
User Attachments
How to attach, view, download, and remove files on a user record — and how Aeon tracks every attachment change in the user's history.
Emails and Email History
Where to find a researcher's email history and how to send them a message from their record — both covered in the Communication section.
User Appointments
View a researcher's upcoming and past reading room appointments from their user record, and create a new appointment for them in one click.
View All Requests in Search
Jump from a user's record straight into the global search, pre-filtered to every request that user has ever placed.
User Clearance Workflow
Review users waiting to be cleared, check for possible duplicates, and clear, block, disavow, or merge them from the dedicated User Clearance page.
Researchers and Proxies
How to link users as proxies so one person can submit and manage requests on behalf of another, using the Proxies tab on a user record.
Merging Duplicate Users
How to combine two duplicate user accounts in the Aeon web staff client — transferring requests, appointments, and history onto one record and disavowing the other.
User History and Change History
How to read a user's audit trail in Aeon — who changed what on the record, and when, plus the user's reading room sign-in history.
Reading Room History and Status
See whether a researcher is currently in a reading room and review their full sign-in and sign-out history from the user record.
User Photo Management
How to add, replace, and crop a user's profile photo directly in the Aeon web staff client.
Disavowing and Blocking Users
How to block a user from placing new requests and how to disavow a user to cut off web access entirely, plus how to reinstate them afterward.
User Password Management
How staff set or reset a researcher's Aeon web password from the user record, and how to require a password change at next login.