📄️ 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
View every email sent to or about a researcher on their Emails tab, and send a new email — from a template or blank — straight from the user record.
📄️ 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.