Users
On the Users tab, system administrators can view, create, and edit Users. Users are library staff or volunteers who require access to all or portions of the Wise system.
Users tab screen layout
1. User information
The User section of the screen contains information about the user account.
* indicates a required field.
| Field | Description |
|---|---|
| Customer ID | When a new user is created, the system automatically assigns a Customer ID. If the customer is included via the search function, new roles can be added to this user. |
| Card | Library card number of the user. |
| Initials | Any first initial(s) of the user. |
| Nickname | The nickname of the user. |
| Prefixes | Prefix of the user. |
| Name* | Name of the user. |
| Username* | Username used to log in to the system. |
| Manager login code + https client | Extra log in credentials for the Wise configuration manager. The code can be entered here but cannot be viewed. This keeps the password private. Your password must meet the following requirements:
|
| Email address of the user. | |
| Bank Journal General | This section is only used from the staff client. Here, you can enter which journals an employee can make entries to from the payment screen in the staff client. Multiple journal codes can be entered here, separated by a tilde (~). |
| Role choice |
Select the level at which this user's roles apply:
Note: Local branch is configured in Ports and profiles per workstation. |
| Different role choice |
Select when the role applies:
|
2. Wise Role information
The Wise Role section of the screen contains information about the user's role.
* indicates a required field.
| Field | Description |
|---|---|
| Role ID | Automatically assigned by the system. |
| Branch* | The branch this user has access to. Multiple roles can be created in each branch, per access code. |
| role* | Select the role for the user. |
| Desk pattern | Enter text to be included in service desk messages. |
| Cash drawer number | Not applicable. |
| Bank for PIN |
Only use for payment terminals. If a PIN is required, enter the journal number where money received is accounted. Note: The use of a PIN device from the client is configured in Branch management in the staff client. |
| Admin Group | Not for use in US libraries. |
| Bank Journal Alternative | Not for use in US libraries. |
| Cat definition (3) |
Used to determine which view of the staff client catalog the user sees. Enter the three digit Catalog definition code. |
| CatDef item lines | Used to determine which item lines configuration the user sees in the staff client catalog. Enter the two digit item lines code. |
| Birt role | Authorizations for reporting. |
| Department code (CS) | Not for use in US libraries. |
| Function code (CS) | Not for use in US libraries. |
3. Actions
In the actions box, users can perform action for user accounts. Select an action and click OK to perform it.
| Action | Description |
|---|---|
| new | Select new to create a new user. Once selected, fields in User and Wise Role boxes can be edited. Click OK to save. |
| Edit | When a user is searched and selected, use Edit to change information about that user. Click OK to save changes. |
| remove |
If a user has more than one role linked to their account, choose remove to remove the unwanted role(s). Click OK to save changes. A confirmation message appears. Click OK to confirm. Caution: Unlinking all roles will deactivate the account. Only choose remove when you want to remove access permanently or unlink one role when multiple roles are assigned to a user. If you do deactivate the account then a new account with a new username and password will need to be created. |
| extra role | To add a role to an existing user, search for and select the user. Choose extra role and select a new role from the role* drop down. Click OK to save changes. |
4. Search
Use the Search box to locate users in the system.
Click on name (with role) to select a search category from the drop-down list. Enter search terms in the second field and click Search to search for the user.
5. Details
Search results appear in the Details table at the bottom of the screen. Click on a user line to view that user's details in the User and Wise roles boxes at the top of the screen.
Manage and create user accounts
Create a user
Copy an existing user
- In the Wise configuration manager, go to systemWise > Access codes and authorizations > Access authorizations.
- Use Search to locate the user account you want to copy.
- Click on the User line in the search results to view the details on the screen.
- Click new. The user information remains in the fields and the fields become editable.
- Change the Name and other user or role information.
- Click OK to save.
Edit an existing user role
- In the Wise configuration manager, go to systemWise > Access codes and authorizations > Access authorizations.
- Use Search to locate the user account you want to copy.
- Click on the User line in the search results to view the details of the role on the screen.
- Click edit. The user information remains in the fields and the fields become editable.
- Make desired changes.
- Click OK to save.
Add a role to an existing user
- In the Wise configuration manager go to systemWise > Access codes and authorizations > Access authorizations.
- Use Search to locate the user account you want to copy.
- Click on the User line in the search results to view the details on the screen.
- Click extra role. The user information remains in the fields and the fields become editable.
- Select the appropriate role from the role* drop-down menu.
- Click OK to save.