Roles tab
Learn how to view and edit customer roles in the Customer administration section of the Wise staff client.
The tenth tab on the Customer administration screen displays the roles the customer can fill in the system. A customer can have multiple roles, depending on system configuration. Roles are defined in the Wise configuration manager.
Examples of types of roles include:
| Role | Description |
|---|---|
| Library member (Subscriber) | Library customer. There must be a valid, applicable library card associated. |
| Library-at-home delivery person | Library employee/volunteer who provides material delivery services. |
| Order manager | Employees authorized to order materials. |
Add a role
To add a new role to the customer's account:
- Right-click in the Roles table and select New role.
- Select the desired role from the drop-down menu and click OK.
- Click OK. The role is added.
Remove a role
If a customer wants to cancel their library membership, removing the Subscriber role does not accomplish cancelation. For information about canceling a membership, see Fee tab. When a membership is canceled, it will automatically be removed from the Roles table.
To remove a role from the customer's account:
- Right-click on the line of the role that you want to remove and select Finish role. The role is ended
- The role line remains in the table, but an End date is added to the table.