Settings - Users

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 comments
• Settings (Users): Can create, edit and remove fee/fine settings
• Settings (Users): Can create, edit and remove feefines
• Settings (Users): Can create, edit and remove owners
• Settings (Users): Can create, edit and remove patron groups
• Settings (Users): Can create, edit and remove payments
• Settings (Users): Can create, edit and remove permission sets
• Settings (Users): Can create, edit and remove refunds
• Settings (Users): Can create, edit and remove transfer accounts
• Settings (Users): Can create, edit and remove transfer criteria
• Settings (Users): Can create, edit and remove waives

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
  • 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)