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The Users section in the Settings app provides configuration options for / access to the following:

  • General
    • Permission sets
    • Patron groups
    • Address types
    • Profile pictures
  • Fee/fine
    • Owners
    • Manual charges
    • Waive reasons
    • Payment methods
    • Refund reasons
    • Comment required
    • Transfer accounts

Permissions

managing patron information, and fee/fine processing.

Permissions

Specific permissions for the Settings → Users section include:

  • Settings (Users): Can create, edit and remove address types
  • Settings (Users): Can create, edit and remove fee/fine settings
  • Settings (Users): Can create, edit and remove patron groups
  • Settings (Users): Can create, edit and remove permission sets
  • User import
  • Users: Can assign and unassign permissions to users
  • Users: Can assign and unassign service points to users
  • Users: Can create new users
  • Users: Can create, edit and remove proxies
  • Users: Can edit user profile
  • Users: Can send create/reset password link
  • Users: Can view permissions assigned to users
  • Users: Can view proxies assigned to users
  • Users: Can view service points assigned to users
  • Users: Can view user profile
  • Users: View requests

UX/UI

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UX/UI

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Functional Processes

  • Configuring Permission sets
  • Configuring Patron groups
  • Configuring Address types
  • Configuring Profile pictures
  • Fee/fine
    • Owners
    • Manual charges
    • Waive reasons
    • Payment methods
    • Refund reasons
    • Comment required
    • Transfer accounts

Reporting

Integrations