Disavowing Users

Disavowing a user will remove their access to the Aeon system. For example, you may choose to disavow users who are not registered students or instructors at your institution. Disavowing a user removes access to the Aeon web interface, and optionally sends an email to the user stating that they have been disavowed. It will also cancel all open requests in the user's name except those requests in the following statuses:

• Request Finished
• Item Checked Out
• Item Checked Out To Activity
• Cancelled By User
• Cancelled By Staff
• Request Merged

To prevent staff from placing requests for disavowed users, the **New Request ** button on the User Information form in the Aeon Desktop Client is deactivated when a user is disavowed.

Disavowing a User | Reinstating a User

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Disavowing a User

In the Aeon Desktop Client, uncleared users can be disavowed in the Users Waiting to be Cleared form and both cleared and uncleared users can be disavowed from within the User Information form. In the Aeon Web Client, both cleared and uncleared users can be disavowed from the User Information page. Use the tabs below to learn how to disavow a user in each client.

Desktop Client Web Client

In the Aeon Desktop Client, you can disavow a user from the Users Waiting to be Cleared form or the User Information form.

Disavowing Users from the Users Waiting to be Cleared Form | Disavowing Users from the User Information Form | Disavowing a User without Sending an Email

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Disavowing Users from the Users Waiting to be Cleared Form

You can disavow uncleared individual users quickly on the Users Waiting to be Cleared form. This includes new user accounts and users whose status has been manually changed to Uncleared:

1. Double-click the Waiting to be Cleared header in the Users Waiting to be Cleared group to access the Users Waiting to be Cleared form.
2. Click the user that you wish to disavow in the Users To Be Cleared grid.
3. Click the Disavow User button in the Clearing Options group of the Process ribbon.
4. A Confirm Disavow popup warns that disavowing the user will cancel all open requests and send an email to the user. You are also asked if you would like to edit the email before it is sent.
5. Click Yes to open and edit the email template, No to send the email without editing, and Cancel to cancel the disavow process.
6. If No is selected, the email is automatically sent and the user is instantly disavowed and removed from the grid.

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When working with users on the Users Waiting to be Cleared form, you must select and modify each user individually. You cannot select multiple users in the grid.

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Disavowing Users from the User Information Form

You can also disavow cleared and uncleared users from within the User Information form:

1. If the user has a new account or has been manually modified to an uncleared status, double-click the user you want to disavow in the Users Waiting to be Cleared group to access the User Information form. If the user is currently cleared, perform a user search to open the User Information form.
2. Click the Home tab to view the Access group.
3. Click the Disavow User button.
4. A Confirm Disavow popup warns that disavowing the user will cancel all open requests and send an email to the user. You are also asked if you would like to edit the email before it is sent.
5. Click Yes to open and edit the email template, No to send the email without editing, and Cancel to cancel the disavow process.
6. If you select No, the email is automatically sent and the Clearance Status changes to Disavowed.

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Disavowing a User without Sending an Email

You can opt to disavow cleared and uncleared users without sending the user a notification email following the instructions below:

• After clicking, the Disavow User button, click Yes to open and select Cancel Email to cancel the disavow process.

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Cancelling the email will not cancel the action to disavow the patron.

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In the Aeon Web Client, you can disavow a user from the user's record on the User Information page.

Disavowing a User on the User Information Page

To disavow a user from the User Information page:

1. Navigate to the User Information page for the user you want to disavow.

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You can easily navigate to this page by performing a search for the user and double-clicking on the user's record in the User Search Results grid.

2. Click the Action menu icon () in the toolbar at the top of the screen to expand the menu:

   

3. Click Disavow User from the Action menu to clear the user without sending an email notification, or click the Disavow User With Email option to clear the user and send a notification using the DisavowUser email template:

   

4. If the **Disavow User With Email ** option was selected, the Send Email window will appear displaying the DisavowUser email template. Make modifications to the email if necessary, then click Send Email:

   

5. The User Disavowed notification displays and the user's Cleared status changes to Disavowed:

   

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Reinstating a User

You can reinstate a disavowed user by changing the user's clearance status from within the User Information form in the Aeon Desktop Client or from the User Information page in the Aeon Web Client. Reinstating the user will reactive their logon permissions. If the user had open requests before being disavowed, these have been cancelled. The requests can be resubmitted by the user or the status for the requests can be changed from within the Aeon Desktop Client. Use the tabs below to learn how to reinstate a user in each client.

Desktop Client Web Client

In the Aeon Desktop Client, disavowed users can only be reinstated from the User Information form:

1. To reinstate a user, simply click the Clear User or Unclear User icon in the Home ribbon of the User Information form.
2. Reinstated, uncleared users can now be cleared in either the Users Waiting to be Cleared form or the User Information form.

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Remember that you can also clear a user by right-clicking on a User in the Users Waiting to be Cleared group and selecting Clear User.

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In the Aeon Web Client, you can reinstate a user from the User Information page:

1. Navigate to the User Information page for the user you want to reinstate.

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You can easily navigate to this page by performing a search for the user and double-clicking on the user's record in the User Search Results grid.

2. Click the Action menu icon () in the toolbar at the top of the screen to expand the menu:

   

3. Click the Clear User, Clear User with Email, or Unclear User option from the Action menu:

   

tip

For more information on user clearance, see Clearing Users.

4. The user is reinstated and the user's Cleared status updates with Cleared or Not Cleared based on the option selection in step 3:

   

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