Wise role functions
Explanation of Wise roles and permissions
Library staff, like customers, are actors within the Wise system. The difference is that employees have a specific role assigned to their accounts. Associated with those roles are certain functionalities and permissions. The account used determines which roles (system roles and user roles) and authorizations an actor has. For library staff, these are different than those for a customer.
Username
Each user of the Wise system has a username that allows them to log into the Wise Client or the the Wise Manager. Each staff account is assigned role functions (permissions) that determine what this employee can or can't do.
A username for an account may consist of up to 80 positions. Account usernames can be set in the Manager via: SystemWise > Access codes and authorizations > Access authorizations.
Note: It is not possible to use multiple sessions in the Wise Manager side by side in the same browser.
System roles
When Wise is implemented, a number of system roles are present. These roles are based on functionality, and are fixed. If necessary, a system role can be added upon request. To request that a system role be added, please contact OCLC Support.
For each system role, a set of functions (also known as "role functions") is defined, with each function appropriate to that system role. For example, the system role WERKPLEKBEHEER has the functions Configuration and Profile management and the system role EXEMPLAARBEHEER has (among others) the functions Items action list , Shelf management, and Item statistics .
The following is an overview of all system roles in Wise, along with a brief description of the role and the component to which the system role relates:
| System role code | Description | Component |
|---|---|---|
| ACCOUNT_MANAGER | Account manager | Wise Client |
| API_MANAGEMENT | Manage REST API | |
| AUTOMAAT | Terminal | Access to external applications/terminals |
| BAHBEH | Library-at-home Branch Manager | Library at home functions in the Wise Client |
| BALIE | Service Desk - Branch Management | Wise Client |
| BESTANDSBEHEER | File management | Wise Client |
| BESTELLEN | Order | Wise Client |
| CONNEXION | Manage Connexion | |
| EXEMPLAARBEHEER | Item management | Wise Client |
| KSM | Customer service | Wise Client |
| MARKETING | Marketing module | Wise Client |
| RAPPORTAGES | Reports | Wise Client |
|
STAFF_MANAGEMENT
|
Front office management Note: This functionality will be added in a future release |
Wise Client |
| WISEBRH00 | System Administrator | Wise Client and Wise Manager |
| TITELBEHEER | Title management | Wise Client |
| TW_BEHEER | theaterWise management | Wise Client |
| WERKPLEKBEHEER | Workplace management | Wise Client (Argos) |
| WISE_BEHEERDER | Wise Application Administrator | Manager |
For a comprehensive list of functions by system role, see Wise role functions.
User Roles
A user role indicates what the user is authorized to do and which login code is used. A user role is composed of one or more system roles. The functions of these system roles become available with the user role. The scope of each function can be specified (per Branch, Authority, System) and at what level (nothing, read, edit, add, delete).
For example: the user role TW MANAGER will be linked to the system role TW_ MANAGER. A user role is assigned per user login.
Role functions
One or more role functions are associated with each system role. This provides only the structure for controlling access. For each function, you can define which authority applies to the following three areas:
- Branch
- Institution
- System
There are five levels of authority that can be applied to each of the above authorities:
- 0= Null
- 1 = Read
- 3 = Edit
- 7 = Add
- 15 = Delete
Client and Manager access
Most user roles are created for the purpose of Client access. But there is a special role function SYSTEEMBEHEER that is intended to provide access to all parts of the Manager. The prerequisite is that within the user role for this role function at the System level, at least read permissions must be given (0-0-1).
Full access is granted even by providing even the lowest level of permission for SYSTEEMBEHEER.
Limit access to the Manager
There may be times when access to the Manager is required for a staff user but it is not desired that all functions in the Manager be accessible to this them. An example of this could be a user that only needs to be able to create reports and will need access to systemWise > Report Management but will not need access to other areas of the Manager.
In cases such as these, user roles can be created with access to only a specific function in the Manager. These functions allow rights to be granted in the Manager without having to provide the SYSTEEMBEHEER function. If any of the role functions are given level 1 (read only) access or above the user will be given full access to the functionality for that role.
There are six groups for these specific functions:
| Function code | Description |
|---|---|
| MANAGER_BEHEER_BERICHTEN | Provides access to systemWise > Messages |
| MANAGER_BEHEER_DASHBOARD | Provides access to systemWise > Dashboard |
| MANAGER_BEHEER_FINANCIEN | Provides access to Wise > Finance > Invoice and Debit |
| MANAGER_BEHEER_RAPPORTEN | Provides access to systemWise > Reports > Report processor / Report manager / Reports (organized by function) |
| MANAGER_BEHEER_TOEGANGSCODES_BEVOEGDHEDEN | Provides access to systemWise > Access codes and authorizations > Access authorizations |
Tables
To get an idea of how the permissions are defined, it is helpful to know in which tables the settings related to each are located:
| Wise_rollen | System roles in Wise are predefined by OCLC. These system roles have code 'J' (yes) in column 'fixed'. User roles are self-defined by the library (what roles do individuals have within the organization: order taker, desk clerk, etc.). User roles have in column 'fixed' code 'N' (no). |
| Wise_rol_functie | Powers by Wise user role - functions can be selected from the system roles and transferred into a user role. |
| Wise_rol | Link between Wise User Role and the actor_id of an actor (ex. a staff user). |
| actor_auth_middel |
In wise_role there are no login codes but instead there are actor_ids. In order to provide each login with the correct code, which login belongs to which actor must be known. In actor_auth_means, all actors have an auth_type field. This type determines what you are, GNM for login. |
System roles and functions
System roles provide a base selection of functions for new user roles. When a user role is created, a System role must be selected on the System tab. Additional functions beyond the system role can be added to the user role by using the Add function on the System tab, or by editing the role on the Roles tab.
Account manager system roles
| Role function | Function code | System Description | Abilities |
|---|---|---|---|
| Order requests for order | BESTEL_AANBOD | Order |
In the staff client:
|
| Allowed to perform order management | BESTEL_BEHEER | Order |
In the staff client:
|
| Order requests for catalog | BESTEL_CATALOGUS | Order |
In the staff client:
|
| Allowed to create budget entries | BUDGET_BEDRAGEN | Order | No abilities included with this function alone. |
| Allowed to perform budget management | BUDGET_BEHEER | Order |
In the staff client:
|
| Can waive budget amounts | BUDGET_BOEKING | Order |
In the staff client:
|
| Orders and acquisitions | ORDER_BEHEER | Order |
In the staff client:
|
Service desk - Branch management system roles
| Role function | Function code | System Description | Abilities |
|---|---|---|---|
| Allowed to process requests | AANVRAGEN | Service desk - Branch management |
In the staff client:
|
| Allowed to perform requests management | AANVRAGEN_BEHEER | Service desk - Branch management |
In the staff client:
|
| Allowed to change subscriptions |
ABONNEMENTEN Note: As of the 8.0.3 release this code is no longer in use. Use code ACTOREN for customer subscription functions and and code TIJDSCHRIFTEN for periodicals management functions. |
Service desk - Branch management |
In the staff client: |
| Allowed to change customers | ACTOREN | Service desk - Branch management | In the staff client:
Note: Users with this role can only search for customers from their own branch. |
| Central customer administration | ACTOREN_BEHEER | Service desk - Branch management | In the staff client:
|
| Allowed to change customers' fee lines | ACTOREN_CONTRIBUTIE | Service desk - Branch management | In the staff client:
|
| Manage customer image | ACTOREN_PHOTO | Service desk - Branch management | In the staff client:
|
| Download customer image | ACTOREN_PHOTO_DOWNLOAD | Service desk - Branch management | In the staff client:
|
| Manage order number generation | ACTOREN_PO_NUMBER_GENERATION | Service desk - Branch management | In the staff client:
|
| Can perform service desk activities | BALIE | Service desk - Branch management | In the staff client:
|
| Can perform daily processing tasks | DAGVERWERKING | Service desk - Branch management | In the staff client:
|
| Can perform external functions | EXTERNE_FUNCTIES | Service desk - Branch management | No abilities included with this function alone. |
| Can perform cash drawer activities | KASADMINISTRATIE | Service desk - Branch management | In the staff client:
|
| Allowed to run email | Service desk - Branch management | No abilities included with this function alone. | |
| Allowed to print messages | PRINTEN_BERICHTEN | Service desk - Branch management | In the staff client:
|
| Allowed to process holds | RESERVEREN | Service desk - Branch management | In the staff client:
|
| Allowed to sell tickets for events | TW_EVENEMENT_VERKOOP | Service desk - Branch management | In the staff client:
|
| Allowed to perform file exchange | UITWISSELING | Service desk - Branch management | No abilities included with this function alone. |
| Allowed to create branch reports | VESTIGING_RAPPORTAGES | Service desk - Branch management | In the staff client:
|
| Allowed to work on item requests from customers | ITEM_REQUEST_MANAGER | Service desk - Branch management | Item request manager application |
| Management of item request statuses | ITEM_REQUEST_MANAGER_CONFIG | Service desk - Branch management | Item request manager configuration |
| Can work on item requests for customers in the customer module | CUSTOMER_ITEM_REQUEST | Service desk - Branch management | Manage item requests within the customer record |
File management system roles
| Role function | Function code | System Description | Abilities |
|---|---|---|---|
| Management of messages | BESTANDSBEHEER_BERICHTEN | File management |
In the staff client:
|
| Management of order files | BESTANDSBEHEER_BESTEL | File management |
In the staff client:
|
| Management of payment files | BESTANDSBEHEER_BETAAL | File management |
In the staff client:
|
| Management of CAMT files | BESTANDSBEHEER_CAMT_BESTAND | File management |
In the staff client:
|
| Management of CollectionHQ files | BESTANDSBEHEER_COLLECTIONHQ | File management |
In the staff client:
|
| Management of custom files | BESTANDSBEHEER_CUSTOM | File management |
In the staff client:
|
| Delete local message files | BESTANDSBEHEER_DELETE | File management |
In the staff client:
|
| Management of files with deleted IDs | BESTANDSBEHEER_DELETE_TITLES | File management |
In the staff client:
|
| Management of divexport (selection) files | BESTANDSBEHEER_DIVEXPORT | File management |
In the staff client:
|
| Management of invoice files | BESTANDSBEHEER_FACTUUR | File management |
In the staff client:
|
| Management of GGC files | BESTANDSBEHEER_GGC | File management |
In the staff client:
|
| Management of separately saved financial collection files | BESTANDSBEHEER_INCASSO | File management |
In the staff client:
|
|
Management of MARC export files |
BESTANDSBEHEER_INNREACH |
File management |
In the staff client:
|
| Management of import files | BESTANDSBEHEER_INVOER | File management |
In the staff client:
|
| Management of i-tiva files | BESTANDSBEHEER_ITIVA | File management |
In the staff client:
|
|
Student file management |
BESTANDSBEHEER_LEERLINGBESTANDEN |
File management |
In the staff client:
|
| Management of Magda files | BESTANDSBEHEER_MAGDA_BESTAND | File management |
In the staff client:
|
|
Management of MARC21 import files |
BESTANDSBEHEER_MARC21 |
File management |
In the staff client:
|
|
Management of NBD files |
BESTANDSBEHEER_NBD |
File management |
In the staff client:
|
|
Management of NBD returned files |
BESTANDSBEHEER_NBDTERUGMELD |
File management |
In the staff client:
|
| Management of maintenance files | BESTANDSBEHEER_ONDERHOUD | File management |
In the staff client:
|
| Management of packing list files | BESTANDSBEHEER_PAKBON | File management |
In the staff client:
|
| Management of PICA files | BESTANDSBEHEER_PICA | File management |
In the staff client:
|
| Management of report files | BESTANDSBEHEER_RAPPORTEN | File management |
In the staff client:
|
| Management of resource (client style sheets, etc.) files | BESTANDSBEHEER_RESOURCES | File management |
In the staff client:
|
| Management of temporary files | BESTANDSBEHEER_TEMP | File management |
In the staff client:
|
| Management of NBD topic files | BESTANDSBEHEER_THEMA | File management |
In the staff client:
|
| Management of trash can | BESTANDSBEHEER_TRASH | File management |
In the staff client:
|
| Management of export files | BESTANDSBEHEER_UITVOER | File management |
In the staff client:
|
| Management of unique files | BESTANDSBEHEER_UNIQUE | File management |
In the staff client:
|
| Management of processed export files (Bank) | BESTANDSBEHEER_VERWERK_ONTVANGSTEN | File management |
In the staff client:
|
| Management of Wise exchange files | BESTANDSBEHEER_WISE_EXCHANGE | File management |
In the staff client:
|
Item management system roles
| Role function | Function code | System Description | Abilities |
|---|---|---|---|
| Discard items | AFSCHRIJVEN | Item management |
In the staff client:
|
| BCB functions | BCBFUNCTIES | Item management |
In the staff client:
|
| Collection management | COLLECTIEBEHEER | Item management |
In the staff client:
|
| Items action list | EXEMACTIELIJST | Item management |
In the staff client:
|
| Items management | EXEMPLAARONDERHOUD | Item management |
In the staff client:
|
| Item overviews | EXEMPLAAROVERZICHT | Item management |
In the staff client:
This will enable staff to view item overviews without the ability to edit item records. |
| Item statistics | EXEMSTATISTIEK | Item management |
In the staff client:
|
| Shelf management | KASTENBEHEER | Item management |
In the staff client:
|
| Allowed to link items | KOPPELEN | Item management |
In the staff client:
|
| Managment of RCB functions | RCBFUNCTIES | Item management |
In the staff client:
|
| Periodicals management | TIJDSCHRIFTEN | Item management |
In the staff client:
|
Marketing module system roles
| Role function | Function code | System Description | Abilities |
|---|---|---|---|
| Management of marketing actions and campaigns | MANAGER_BEHEER_ACTIES_CAMPAGNES | Marketing module |
In the Marketing workbench: Note: This function must be turned on in order to log into the Marketing workbench. |
| Management of marketing addressing | MANAGER_BEHEER_ADRESSERING | Marketing module |
Only works in combination with the Management of marketing actions and campaigns. |
| Management of marketing target groups | MANAGER_BEHEER_DOELGROEPEN | Marketing module |
Only works in combination with the Management of marketing actions and campaigns. |
| Management of customer labels | MANAGER_BEHEER_KLANTLABELS | Marketing module | Only works in combination with the Management of marketing actions and campaigns. |
| Marketing management | MANAGER_BEHEER_MARKETING | Marketing module |
In the Wise configuration manager:
|
| Management of marketing triggers | MANAGER_BEHEER_MARKETINGTRIGGERS | Marketing module | Only works in combination with the Management of marketing actions and campaigns. |
| Management of newsletters | MANAGER_BEHEER_NIEUWSBRIEF | Marketing module |
In the Wise configuration manager:
|
| Newsletter management of Wise Client computer | MARKETING_BERICHTEN | Marketing module |
In the staff client:
|
Reports system roles
| Role function | Function code | System Description | Abilities |
|---|---|---|---|
| Management of statistics and selections | MENU_STAT_EN_SELECT | Reports |
In the staff client:
|
Title management system roles
| Role function | Function code | System Description | Abilities |
|---|---|---|---|
| Enter new titles | NIEUWETITEL | Title management |
In the staff client:
|
| Thesaurus management | THESAURUS | Title management |
In the staff client:
|
| Allowed to perform title maintenance | TITELONDERHOUD | Title management |
In the staff client:
|
| Allowed to enter locked titles | VERGRENDELDETITEL | Title management | |
| Allowed to enter complete titles | VOLLEDIGETITEL | Title management | |
| Allowed to enter conditional titles | VOORLOPIGETITEL | Title management |
In the staff client:
|
theaterWise Management system roles
| Role function | Function code | System Description | Abilities |
|---|---|---|---|
| Management of events (activities and performances) | TW_EVENEMENT_BEHEER | theaterWise management |
In the staff client:
|
| Management of venues, etc. | TW_ZAAL_BEHEER | theaterWise management | No abilities included with this function alone. |
Workplace management system roles
| Role function | Function code | System Description | Abilities |
|---|---|---|---|
| Configuration | CONFIGURATIE | Workplace management |
In the staff client:
|
| Profile management | PROFIELBEHEER | Workplace management |
In the staff client:
|
Full access only administration roles
Caution: The role functions listed below be configured with no access or full access only. By granting level 1 (read only) or above for any of those role functions, the user is given full access to the functionality.
| Role function | Function code | System Description | Abilities |
|---|---|---|---|
| Messages | MANAGER_BEHEER_BERICHTEN | System Management |
Granting any level of access allows the user full access to that function. |
| Dashboard | MANAGER_BEHEER_DASHBOARD | System Management | Granting any level of access allows the user full access to that function. |
| Invoice and clearing | MANAGER_BEHEER_FINANCIEN | System Management | Granting any level of access allows the user full access to that function. |
| Reports | MANAGER_BEHEER_RAPPORTEN | System Management | Granting any level of access allows the user full access to that function. |
| schoolWise | MANAGER_BEHEER_SCHOOLWISE | System Management | Granting any level of access allows the user full access to that function. |
| Access codes and authorizations | MANAGER_BEHEER_TOEGANGSCODES_BEVOEGDHEDEN | System Management | Granting any level of access allows the user full access to that function. |
Wise application administrator system roles
| Role function | Function code | System Description | Abilities |
|---|---|---|---|
| Management of service desk configuration | MANAGER_BEHEER_BALIE | WISE Application Administration |
In the Wise configuration manager:
|
| Management of messages | MANAGER_BEHEER_BERICHTEN | WISE Application Administration |
In the staff client:
|
| Management of orders and links | MANAGER_BEHEER_BESTELLEN_KOPPELEN | WISE Application Administration |
In the Wise configuration manager:
|
| Bookmobile management | MANAGER_BEHEER_BIBLIOBUSSEN | WISE Application Administration |
In the Wise configuration manager:
|
| Catalog management | MANAGER_BEHEER_CATALOGUS | WISE Application Administration |
In the Wise configuration manager:
|
| Management of collections | MANAGER_BEHEER_COLLECTIES | WISE Application Administration |
In the Wise configuration manager:
|
| Management of collections - BCB | MANAGER_BEHEER_COLLECTIES_BCB | WISE Application Administration |
In the Wise configuration manager:
|
| Management of collections - BCB acquisitions profiles | MANAGER_BEHEER_COLLECTIES_BCB_AANSCHAF_PROFIELEN | WISE Application Administration |
In the Wise configuration manager:
|
| Management of collections - BCB shelf profiles | MANAGER_BEHEER_COLLECTIES_BCB_KAST_PROFIELEN | WISE Application Administration |
In the Wise configuration manager:
Note: User must also have the function Management of collections - BCB acquisitions profiles enabled to use this function. |
| Management of collections - Floating | MANAGER_BEHEER_COLLECTIES_FLOATING | WISE Application Administration |
In the Wise configuration manager:
|
| Management of collections - RCB | MANAGER_BEHEER_COLLECTIES_RCB | WISE Application Administration |
In the Wise configuration manager:
|
| Management of collections - RCB analysis | MANAGER_BEHEER_COLLECTIES_RCB_ANALYSE | WISE Application Administration |
In the Wise configuration manager:
|
| Management of collections - RCB profiles | MANAGER_BEHEER_COLLECTIES_RCB_PROFIELEN | WISE Application Administration |
In the Wise configuration manager:
|
| Management of dashboard | MANAGER_BEHEER_DASHBOARD | WISE Application Administration |
In the Wise configuration manager:
|
| Management of items and location | MANAGER_BEHEER_EXEMPLAREN_PLAATSEN | WISE Application Administration |
In the Wise configuration manager:
|
| Management of items | MANAGER_BEHEER_EXEMPLAREN_PLAATSEN_EXEMPLAREN | WISE Application Administration |
In the Wise configuration manager: No access included with this function |
| Management of item locations | MANAGER_BEHEER_EXEMPLAREN_PLAATSEN_PLAATSEN | WISE Application Administration |
In the Wise configuration manager:
|
| Management of finance | MANAGER_BEHEER_FINANCIEN | WISE Application Administration |
In the Wise configuration manager:
|
| Management of finance - accounting | MANAGER_BEHEER_FINANCIEN_ACCOUNTING | WISE Application Administration |
In the Wise configuration manager:
|
| Management of finance - fees | MANAGER_BEHEER_FINANCIEN_CONTRIBUTIE | WISE Application Administration |
In the Wise configuration manager:
|
| Management of finance - donors | MANAGER_BEHEER_FINANCIEN_DONATEURS | WISE Application Administration |
In the Wise configuration manager:
|
| Management of finance - cash drawer revenues | MANAGER_BEHEER_FINANCIEN_KASONTVANGSTEN | WISE Application Administration |
In the Wise configuration manager:
|
| Management of finance - cash drawer expenses | MANAGER_BEHEER_FINANCIEN_KASUITGAVEN | WISE Application Administration |
In the Wise configuration manager:
|
| Management of finance - store sales | MANAGER_BEHEER_FINANCIEN_WINKELVERKOPEN | WISE Application Administration |
In the Wise configuration manager:
|
| Management of calendars | MANAGER_BEHEER_KALENDER | WISE Application Administration |
In the Wise configuration manager:
|
| Management of customers | MANAGER_BEHEER_KLANTEN | WISE Application Administration |
In the Wise configuration manager:
|
| Management of organizations | MANAGER_BEHEER_ORGANISATIES | WISE Application Administration |
In the Wise configuration manager:
|
| Management of ports and profiles | MANAGER_BEHEER_POORT_PROFIEL | WISE Application Administration |
In the Wise configuration manager:
|
| Management of products and services | MANAGER_BEHEER_PRODUCTEN_DIENSTEN | WISE Application Administration |
In the Wise configuration manager:
|
| Management of products and services - Ticket sales | MANAGER_BEHEER_PRODUCTEN_DIENSTEN_KAARTVERKOOP | WISE Application Administration | No abilities included with this function alone. |
| Management of reports | MANAGER_BEHEER_RAPPORTEN | WISE Application Administration |
In the Wise configuration manager:
|
| Holds and ILL management | MANAGER_BEHEER_RESERVEREN_IBL | WISE Application Administration |
In the Wise configuration manager:
|
| Management of schoolWise | MANAGER_BEHEER_SCHOOLWISE | WISE Application Administration | Not for use in US libraries. |
| Management of schoolWise collection profiles | MANAGER_BEHEER_SCHOOLWISE_COLLECTIEPROFIELEN | WISE Application Administration | Not for use in US libraries. |
| Management of systemWise | MANAGER_BEHEER_SYSTEEMWISE | WISE Application Administration |
In the Wise configuration manager:
|
| Management of theaterWise | MANAGER_BEHEER_THEATERWISE | WISE Application Administration | Not for use in US libraries. |
| Management of ticketWise | MANAGER_BEHEER_TICKETWISE | WISE Application Administration |
in the Wise configuration manager: |
| Management of periodicals | MANAGER_BEHEER_TIJDSCHRIFTEN | WISE Application Administration |
In the Wise configuration manager:
|
| Management of titles and SCATs | MANAGER_BEHEER_TITELS_SCAT | WISE Application Administration |
In the Wise configuration manager:
|
| Management of SCAT codes | MANAGER_BEHEER_TITELS_SCAT_SCAT | WISE Application Administration |
In the Wise configuration manager:
|
| Management of titles | MANAGER_BEHEER_TITELS_SCAT_TITELS | WISE Application Administration |
In the Wise configuration manager:
|
| Management of access codes and authorizations | MANAGER_BEHEER_TOEGANGSCODES_BEVOEGDHEDEN | WISE Application Administration |
In the Wise configuration manager:
|
| Management of WYSIWYG messages | MANAGER_BEHEER_WYSIWYG | WISE Application Administration | |
| Allowed to perform system management jobs | SYSTEEMBEHEER | WISE Application Administration |
In the staff client:
In the Wise configuration manager:
Note: Joomla is needed in order to utilize carousels. |