Edit a patron

What's reversible and what to do when an email changes.

Update a patron's details.

Where

Patrons → find them → Edit

What's editable

  • Name (first, last)
  • Email
  • Phone
  • Address
  • Family membership
  • Role (admin, librarian, member, super_admin)
  • Card number (regenerate is possible)
  • Active status
  • Notes (internal, not patron-visible)

Changes that take effect immediately

All changes save instantly. Email change: their next sign-in uses the new email.

Email change considerations

If you change a patron's email:

  • They can sign in with the new email immediately
  • Any open invite from the OLD email is invalidated
  • Future emails go to the new address

Role changes

  • Member → Librarian: they can now see the back office. Have them restart their session.
  • Member → Admin: full back-office access, including billing.
  • Member → Super_admin: cross-library access (use sparingly).

Notes field

Internal-only. Useful for tracking things like "Owes $20 for lost book" or "Prefers contact by phone". Other patrons never see notes.

Audit trail

Every patron edit is logged. View Patrons → find them → Activity to see when and what changed.

Still stuck? Email hello@tryshelfwise.comand we'll get back within one business day.