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 fee/fine settings

• Settings (Users): Can create, edit and remove patron groups

• Settings (Users): Can create, edit and remove permission sets

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)