Administering User Settings

The Sierra Administration Web application's Settings Admin function configures user-specific settings for creating new records, rapid updating, receiving, invoicing, and many other Sierra functions.

NOTE

Sierra users can override their assigned settings with the Admin | Settings function in the Sierra Desktop.

Editing Settings

To edit Settings:

  1. Choose Authorizations and Authentication Admin from the Administration Applications menu.
  2. Choose Users.
  3. Click the + to the left of a listed user to expose the EDIT button.
  4. Click the EDIT button.
  5. Choose Settings.
  6. The system presents a list of settings menus. Depending on your system configuration, the available user settings menus can include:

Claiming/Binding

Create Lists

Display

Export Records

Funds

Global Update

Headings Reports

Import Invoice

Invoice

Macros

Multiselection Groups

New Records

On-the-Fly Records

Print Templates

Rapid Update

Receive

Recommendations

Record Templates

Search

Session Statistics

Statistics

Web Master

Web Options

Windows

  1. Click the to the left of a listed settings menu to expand the list of menu options.
  2. Use the menu options to change the user settings.
  3. Click the SAVE button.
Importing User Parameters

You can copy the parameters of an existing user with the Import Settings function.

  1. Choose Import Settings
  2. Select the user whose parameters you want to import.
  3. Select the parameters you want to import.
  4. Click IMPORT SETTINGS