"User Role Settings" allow the administrator to set preferences that affect site-level user experiences within Asset Management.

1.  Navigation:
2. Admin View
3. Quick Links
4. Management

User Role Settings: Site Administrators

1. Click on District Settings under "Management Quick Links." The "Manage District Settings" window opens.
2. Click on User Role Settings to expand this section.
3. Under the "Site Admin" section, select your preference(s):

• Restrict Bulk Room-to-Room Transfers – Removes the ability for site administrators to transfer items in bulk from one room to another
• Restrict from Adding Students from Other Sites When Issuing to Students – Removes the ability for a student to be selected to issue an item to if the student record does not exist at the selected site
• Restrict from Associating Tags to Purchase Orders – Removes the ability for site administrators to associate tags to purchase orders
• Restrict from Creating New Room Audits – Removes the ability for site administrators to create new room audits. This setting does not affect their ability to perform an audit.
• Restrict from Editing Products on a District Purchase Order – Removes the ability for site administrators to edit product information on purchase orders created at the administrative level
• Restrict from Initiating and Receiving Tags When Issuing to Staff/Students – Removes the ability for site administrators to transfer an asset from one site to another while issuing assets to staff or students.
• Restrict from Quick Collecting Another Site's Assets – Removes the ability for site administrators to enter an asset that is not assigned to their site.
• Restrict from Reconciling District Initiated Audits – Removes the ability for site administrators to reconcile district-initiated audits
• Restrict from Reconciling Site-Initiated Audits – Removes the ability for site administrators to reconcile "Scan Complete" room audit results
• Restrict Quick Transfers of Inventory when Deactivating Staff – Restricts site administrators from quickly transferring 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.

4. Click on Save. The following message displays: "All preference changes have been saved."
5. Click on Close to close the "Manage District Settings" window.

User Role Settings: Site Users

1. Click on District Settings under "Management Quick Links." The "Manage District Settings" window opens.
2. Click on User Role Settings to expand this section.
3. Under the "Site User" section, select your preference(s):

• Restrict from Adding Students from Other Sites When Issuing to Students – Removes the ability for a student to be selected to issue items to if the student's site does not match the user’s site
• Restrict from Creating New Room Audits – Removes the ability for site users to create new room audits. This setting does not affect their ability to perform an audit.
• Restrict from Initiating and Receiving Tags When Issuing to Staff/Students – Removes the ability for an asset to be issued to a student if the tag's site does not match the user’s site
• Restrict from Quick Collecting Another Site’s Assets – Removes the ability for site users to enter an asset that is not assigned to their site
• Restrict Shipping of Initiated Inventory Transfers – Removes the ability for site users to edit a site-to-site transfer in the status of "In Transit"

4. Click on Save. The following message displays: "All preference changes have been saved."
5. Click on Close to close the "Manage District Settings" window.