Roles
Find information about the Roles tab, located in the Wise configuration manager at systemWise > Access codes and authorizations > Access authorizations.
On the Access authorizations screen, a system administrator can access, create, and edit user profiles and create and assign system roles.
Roles tab
User roles can be viewed and edited on the Roles tab.
View a user role
- In the Wise configuration manager, go to systemWise > Access codes and authorizations > Access authorizations.
- Select the Roles tab. A User Roles box displays.
- Select the role you want to view or edit from the drop-down list or use the Filter field to enter characters to filter.
- Click Display functions to show the functions for the select role. The functions of the selected role appear in a table below the User Roles box.
Display functions
When Display functions is selected for a role, the functions of the role appear in a table. The table shows all functions added to the role and the level of access to perform that role. Functions that are not assigned to the role appear at the bottom of the table.
| Column | Description |
|---|---|
| role | This box must be checked in order to apply it and edit the role. |
| branch | The access level for this function the role has at the branch level. |
| institution | The access level for this function the role has at the institution (your library system) level. The settings of the institution level override the settings for the branch. |
| system | The access level for this function the role has at the system (this Wise instance) level. The settings of the institution level override the settings for the branch and institution. |
| description | A description of the function. |
| system description | The area in the system to which the function applies. |
Access levels
Access levels can be set at the branch, institution, and system level. The following levels are available for selection:
| Access level | Numerical code | Description |
|---|---|---|
| Null | 0 | The user cannot view or access this function in the system. |
| Read | 1 | The user can view this function in the system but cannot make changes. |
| Edit | 3 | The user can view and edit existing information in the system. |
| Add | 7 | The user can add new information and view and edit existing information in the system. |
| Delete | 15 | The user can delete, add, edit and view information in the system. |
Change a user role
Follow the steps above to view a User Role.
- To add a function that is not already applied to the role, check the box in the row column next to that function.
- To edit a function applied to the role, click in the branch, institution, or system column in the line that you want to edit.
- Change the access settings by selecting the access level from the Branch, Oranization, and/or System drop-down.
- Click Save.