User Role Preference Settings

Settings allows the administrative level to set a preference which affects user experiences within TIPWeb-IT.

The Site User area within the User Role Settings section allows an Administrative Administrator to set a district wide preference for all site user roles.

 

User Role Settings:  Site Administrators

  1. Click on District Settings located on the Quick Links Management menu.  The Manage Settings window opens.

  2. Click on User Role Settings to expand this section.

  3. Under the Site Admin section, select the desired restriction(s) from the available list.

  4. Click on Save.  A success statement displays.

  5. Click on to close the Manage District Settings window.

User Role Settings:  Site Users

  1. Click on District Settings located on the Quick Links Management menu.  The Manage District Settings window opens.

  2. Click on User Role Settings to expand this section.

  3. Under the Site User area, select the desired restriction(s) from the available list.

  4. Click on Save.  A success statement displays.

  5. Click on to close the Manage District Settings window.

NOTE:

Site Administrator Preferences:

·       The Restrict Bulk Room to Room Transfers, when selected, removes the ability for site administrators to transfer items from one room to another in bulk.

·       The Restrict from Associating Tags to Purchase Orders, when selected, removes the ability for site administrators to associate tags to purchase orders.

·       The Restrict from Creating New Room Audits, when selected, removes the ability for site administrators to create new room audits.  This setting doesn’t affect their ability to perform an audit.

·       The Restrict from Editing Products on a District Purchase Order, when selected, removes the ability for site administrators to edit product information on purchase orders created at the district level.

·       The Restrict from Reconciling District Initiated Audits, is selected by default, and removes the ability for site administrators to reconcile District initiated audits.

·        The Restrict from Reconcile Site Initiated Audits, when selected, removes the ability for site administrators to reconcile Scan Complete room audit results.

·       The Restrict Quick Transfers of Inventory when Deactivating Staff, restricts site admins to quickly transfer inventory from one site to another during the deactivation process for staff members. This will automatically send an e-mail notification to the destination site to alert them of the transfer.

Site User Preferences:

·       The Restrict from Creating New Room Audits, when selected, removes the ability for site users to create new room audits.  This setting doesn’t affect their ability to perform an audit.

·       The Restrict Shipping of Initiated Inventory Transfers, when selected, removes the ability for site users from placing a site to site initiated transfer in the status of In Transit.