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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

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)
  • No labels