Library Account tab

Use a Library Account tab to give patrons direct access to their library account from the app home screen. Depending on your app configuration, patrons can view information such as their current loans, holds, fees, and other account details.

When a patron selects the tab:

• If they're signed in, their library account is displayed.

• If they aren't signed in, Vega Mobile prompts them to sign in before displaying their account.

You don't have to include a Library Account tab on the home screen. Patrons can also access their account by opening the hamburger menu in the upper-right corner of the app and selecting My Account.

The following example shows how to create a Library Account tab named My Account on the app home screen. The example shows the experience for an authenticated patron. Patrons who aren't signed in are prompted to sign in before their account details are displayed.

To configure a Library Account tab:

The example shows one possible configuration. You can customize the tab's text, icon, colors, visibility, and placement to suit your app.

1. In the Content Management System (CMS), select Mobile Apps from the left navigation menu, and then select the mobile app or template where you want to create the Library Account tab.

2. In the Tab Manager, locate the list of existing tabs.

   Home Screen typically appears as the root tab.

   To expand or collapse the tabs, select the + or - next to a tab name.

3. Select where you want to create the new tab:

   • Select Home Screen to create the tab as a main tab on the app home screen. For this example, select Home Screen.

   • Select an existing tab to create the new tab as a nested tab within it.

4. At the top of the Tab Manager, select Create.

   This option is represented by a folder with a yellow star.

5. In the New Tab window, enter a Name for the new tab.
   For this example, enter My Account.

6. Select Create.

7. In the Tab Manager, select the new My Account tab, and then select Edit Tab: (My Account).

   The Edit Tab page opens.

8. In the upper-right corner, select Use the new editor (beta).

9. In the Title field, enter the title that you want to display for the tab on the app home screen.

   For this example, enter My Account.

10. (Optional) To use a title color that differs from the color defined in your UI settings, turn on Custom Colour and select a color in the Web Palette window.

    You can select one of the available colors on the Web Palette tab or specify a hexadecimal color value on the HSV tab.

    Select Apply to save the color.

11. (Optional) If your library supports multiple languages in the app, you can provide language-specific versions of the title.

    Select the flag icon next to an editable text field and provide the appropriate text for each available language.

    The languages available depend on the languages enabled for your app. When patrons switch the app to one of these languages, the corresponding version of the text is displayed.

12. In the Subtitle field, enter a subtitle that describes the purpose of the tab.

    For this example, enter Manage loans, holds, & more.

    The subtitle provides additional context for patrons who use screen readers.

13. (Optional) To use a subtitle color that differs from the color defined in your UI settings, turn on Custom Colour and select a color in the Web Palette window.

    You can select one of the available colors on the Web Palette tab or specify a hexadecimal color value on the HSV tab.

    Select Apply to save the color.

14. In the Button section, select a graphic for the tab.

    You can upload an image or select an icon from the built-in icon picker:

    • To upload an image, turn on Image, select Choose File, and select the image you want to use.

    • To use a built-in icon, turn on Icon, select the square icon box, search for an icon by keyword, and select the icon you want to use.

15. Select Apply to save your selection.

    The selected icon appears in the square box in the Button section.

16. (Optional) To apply a custom color to a built-in icon, turn on Custom Color and select a color in the Web Palette window.

    This option applies only to icons selected from the built-in icon picker.

17. Set the visibility of the My Account tab:

    • Always: Displays the tab whether or not the patron is signed in.

    • Pre-Login: Displays the tab before the patron signs in and hides it after the patron signs in.

    • Post-Login: Displays the tab after the patron signs in and hides it after the patron signs out.

    • Staff Only: Displays the tab when a staff user is signed in. This option might not be compatible with all ILS/LMS systems because some systems don't differentiate between staff and patron accounts.

    • Never: Hides the tab for all users.

18. (Optional) To keep the tab at the top of the tabs on the app home screen, turn on Pinned Notification.

    Patrons can't change the position of a pinned tab in their app preferences. If you pin multiple tabs, they're displayed in the order in which they appear in the Tab Manager.

19. In the Tab Type section, select Library Account from the first drop-down list.

20. Select Save at the bottom of the page.

21. If the app is already open, reload it to view your changes:

    1. Open the hamburger menu in the upper-right corner.

    2. Select Preferences.

    3. Select Reload.

    After the app reloads, the configured Library Account tab is displayed.