Purpose
The Users section in the Settings app provides configuration options for 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
UX/UI
Searching
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
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)