We’re excited to share we have added a 'Request Physical Loans' role to our User Permissions that allows you to control physical records with more granularity.
Now, you have access to grant the 'Request Physical Loans' permission which allows users to:
- Select records and 'Request Loan' from the Browse page
Users with this permission can NOT:
- Edit Loans
- Approve Loans
- Check in/out loan items
- View the Loans tab
Key benefits of this new user permission include:
- Have greater control over your loans process by restricting its management to a select few.
- Grant more people access to RecordPoint in a secure manner.
- Restrict who can see which users have requested which documents.
For example, Susan Moore has been given the following permissions:
- Request Physical Loans
- Search Records
She can use search and the Browse tabs, as well as selecting Request physical records for loan.
Susan can then fill out a loan request form which will be monitored by individuals with Manage Loan permissions.
She receives confirmation of her loan request.
Depending on your specific requirements, you may also want to grant the View Loans permission, which will give Susan the ability to view the Loans tab without the ability to edit or approve loans.
To discover how this new feature can benefit your organization, reach out to your Account Manager to schedule a personalized demo.