Versions Compared

Old Version 16

changes.mady.by.user Former user

Saved on

compared with

New Version 17

changes.mady.by.user Former user

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.


Info
iconfalse

The user type is used to categorize users in several areas of the system. User types are used for example; as a method to manage access to certain items, as a method to apply different permit rates, as a parameter in searching information, etc. You have the ability to make certain payment types and user types visible to your users through this menu. 

Table of Contents

User Types Configuration

To setup a user type, go to the Admin Options menu and hover over Users to select User Types.
Image RemovedImage Added

Create a New User Type

The User Type Administration tool opens.


Image Removed
To see a

The list of existing

user types, click on the down arrowhead beside Add a New User Type.
Image Removed

User Types will appear. 

Image Added


To add a user type, click on the 

Go button to bring up the User Type entry form.
Image Removed

Create New User Type In this example, we are creating a user type of Public Parker.
Image Added

Enter the Type Name and set the 

Extend Info to Public. Click Add New to add this user type.

Grouping to Public, we also have the ability to toggle if the user type is select able upon registration to your users by clicking Visible to Users as well as the number of Extra Active Vehicles that user can have. By default users can have a single vehicle at a time unless this field is specified. 

Image Added

Next you may scroll to choose allowed payment types for this User Type. 

Image Added


Info
titleA Note On Extend Info:

Extend Info is the internal system master user types. There are four categories. 
These master user types are important as they govern access to other items in the system. Payment types for example, can be restricted as far as being visible in the system to internal users, end users both as staff or student. You may want Payroll deduction only visible to Staff users, as an example. These preferred payment types are set by the OPS-COM technical team when configuring your site. You would have to contact the support team to make changes to these payment types.

The look and feel of the profile form itself is also affected by master user type. Student users would see items in the profile registration form that staff users would not see and vice versa.

The user type you create as a subset to these must fit one of these categories.
Staff
Student
Public
Athletics

Image Removed



Now when you look at the list of user type, notice Public Parker is now one of the user types.

Image Removed

Image Added

Apply User Type to User

Applying a User Type to a user can be done when the user account is created. It can also be changed at any time in the future. 
In the user profile, click in the field labeled Select User Type to display the pick list where you can choose Public Parker.

The user profile will now look like the following:

User Types in Searches

User Type can be used in search criteria as well. In the user search tool select Public Parker with no other search parameters set, 

You will now see the John Public user in the returned search results simply based on the user type.

Configure Access to Lots with User Types

 In Lot Administration, the user type can be applied to provide or restrict access by user type. 
In the General Tab, you can select what users have access to the lot in question by selecting the user types you wish to allow access to in the Lot Types section.

Under User Type Lot, select the user types you wish to have park in this lot. In our example, we are choosing Full Time Student, Part Time Student and our recently created Public Parker. 
The scenario for this lot is that we will allow students as well as Public Parkers to purchase permits in this lot but not Staff/Faculty users.

Image Modified

When looking at the list of lots in Lot Administration, you can see what user types a lot is configured for by clicking on Show/Hide Lot User Types. 
In the example below Red Staff Lot is restricted to Full Time and Part Time Staff whereas Red Student Lot is accessible to both Full and Part Time Students as well as Public Parkers.
Image Modified

By adding user type to lots the user side will appear as follows. In this example we are logged on as Joseph Callaghan. 
When you go into the process of purchasing a permit, the system will only display lots that are configured for that user type. 
In this example we see our Standard Permit Lot and Text2Park only.

Image Modified