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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
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
Searching
Functional Processes
Reporting
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Searching
Some search functionality is available when configuring permission sets.
Functional Processes
- Configuring Permission sets
- Configuring Patron groups
- Configuring Address types
- Configuring Profile pictures
- Fee/fine
Reporting
There is no reporting built into this section of Settings.
Integrations
These settings may need to be configured as part of integrations for:
- Bulk patron loading;
- Fee/fine export (to Bursar or Collections Agency)