Skip to main content

 

OCLC Wise Support EN

Establish a customer relationship

  1. Last updated
  2. Save as PDF
Learn to view, establish, and delete customer relationships within Wise.

Relationships can be established in Wise to enable customers to perform actions on behalf of others. An account can have any of the following relationships associated with it:

  • Head of family > Child
  • Child > Head of family
  • Authorization giver > Authorized person

A head of family/child relationship is not limited to actual family members and the customers do not have to share an address. However, the following limitations apply:

  • A customer can have only one Child > Head of family relationship
  • A customer can have multiple Head of family > Children relationships, but cannot also have a Child > Head of family relationship

This functionality is primarily financial in nature. When a head of family makes a transaction at the service desk, they are asked if they want to pay for their related children as well. Head of family customers can pay fines, but not renew items for children. 

 Note: To use Relationships, the license LIC_MACHTIGING must be active. Contact OCLC Support for assistance. 

Manage relationships in the Client

Relationships can be managed in the Properties tab within a customer account. 

Wise client Properties tab relationships settings

Create a new relationship 

  1. Search for the customer whose account you would like to add a relationship to, and open their account.
  2. Navigate to the Properties tab. 
  3. Double-click on the Relationships table. A menu appears.
  4. Select Add relation. A customer search box appears. Select a search option:
    • Search customer: Opens a new search window
    • Search customer (via previous list): Opens a search window with the same search criteria from the last search performed
    • Search customers at the same address: Shows all customers who share the same address as the current customer
  5. Select the customer you want to add a relationship to and click OK. The Edit relationships screen opens. The top of this screen is not editable. It displays the library card numbers and names of the two customer accounts being linked.
  6. Select a Relationship type:
    • Head of family > child: This allows the head of family to pay fines and fees for their children 

       Note: Head of family > child relationships are only visible within the Wise client, not in My Account. Head of family customers can only pay fines for the child through the Client. Head of family customers cannot renew items for their children.

    • Child > Head of family: This allows the head of family to pay fines and fees for their children 

       Note: Child > Head of family relationships are only visible within the Wise client, not in My Account. Head of family customers can only pay fines for the child through the Client. Head of family customers cannot renew items for their children.

    • Authorizer > Authorized: This allows a customer to authorize another customer to renew items or make payments on their account
      • If this selection is made, indicate whether the authorized customer can Renew items or Pay fines on behalf of the customer. Only one of each type of authorization can be added within the Wise staff client per account 

      •  Note: The relationship types available to you depend on your system configuration. To add or remove the types of relationships available, contact your system administrator.

  7. Click OK. The relationship displays in the Relationships table.

Delete a relationship 

  1. Search for the customer whose account you would like to add a relationship to, and open their account.
  2. Navigate to the Properties tab
  3. Select the relationship you want to delete and right-click the line.
  4. Select Delete relation. A confirmation message appears, Delete relation?
  5. Click Yes to confirm. The relationship is deleted and the accounts are no longer linked.

View relation

  1. Select the relationship you want to view and right-click the line.
  2. Select View Relation. The related account opens.

Watch a video

Create and Manage Customer Relationships 

Run time: 5:55

This video will show how to create and manage customer relationships in the Wise Staff Client.

 

Manage relationships in My Account

On the Relationships page within My Account, customers can view existing and establish new relationships. If the customer has existing relationships, they will appear in a table at the top of the page. New relationships can be added at the bottom of the page.

 Note: Only Authorization relationship types can be managed from within My Account. Head of family > Child and Child > Head of family relationships are not visible in My Account. Fines for these relationship types must be paid via the Client. 

 Note: If you have authorized a customer to renew items on your behalf, your items that are eligible for renewal will not appear under the Relationship section. Instead these renewals will appear under that customer's My Checkouts section. If you have authorized a customer to pay fines on your behalf, your fines will appear in the Financial details section of that customer's My Account.

My account relationships options

Add a new relationship

To add a new relationship via My Account:

  1. In the Wise web catalog, go to My Account > Relationships.
  2. Under Add a new relationship, enter the Card number of the customer with whom you want to establish a relationship and that customer's Birth date (mm-dd-yyyyy).
  3. Select a Relationship option from the drop-down list:
    • Authorize this person for my membership - this option allows the logged in customer to manage functions for the selected customer.
    • Authorize me for his/her membership - this option allows the selected customer to manage functions for the logged in customer
  4. Select a Function from the drop-down menu:
    • Renew
    • Pay
  5. Click Add to add the relationship.

Confirm a relationship

Once a relationship is established in My Account, the other party in the relationship must verify it in their account before on customer can act on the other's behalf.

To confirm a new relationship:

  1. In the Wise web catalog, go to My Account > Relationships. The proposed relationship appears in the Relationships table at the top of the page.
  2. Click Confirm in the Action column

Manage relationships in the Wise console

Customer relationships can be viewed within customer accounts in the Wise console. To view relationships, navigate to Customer data > Personal > Preferences > Relationships.  

 Note: The Relationships section of the preferences screen is currently read-only. 

Wise console relationships screen

 

  1. Back to top
  • Was this article helpful?

Recommended articles

  1. Article type
    Topic
    Content type
    Product documentation
  2. Tags
    1. patron