Link
Find information about linking roles together within the Wise configuration manager at systemWise > Access codes and authorizations > Access authorizations.
Link tab
On the Link tab, you can link roles together so that a user can perform sign in and perform different roles for different branches. When a user has linked roles, they will see a selection drop-down when signing into the staff client. Linking roles allows staff who perform a variety of actions within your system to have access to the functions they need in order to complete their jobs.
To link a role:
- In the Wise configuration manager, go to systemWise > Access codes and authorizations > Access authorization and select the Link tab.
- In the search bar at the middle of the screen, select a customer_id or card number to search by the customer ID or library card number.
- Enter the customer ID or card number in the search field and click Search. Search results display at the bottom of the screen.
- Select additional role information from the boxes at the top of the screen:
| Field | Description |
|---|---|
| Sector | Select Library from the drop-down list. Other options are not currently used in US libraries. |
| Institution OR Branch | Select the institution or branch to which this role applies from the Institution drop-down list, or select branches from the Branch list (use CTRL+shift to select multiple branches). |
| role | Select the role to add to the user account from the role list. |
- Select an action:
- Click Transfer to change the role(s) of the selected user. The role(s) originally associated with the account are removed and replaced with the newly selected role(s).
- Click add to add the selected role(s) to the selected customer.
- Click Cancel to cancel the selection and clear selections on the screen.