Learn how to create new staff accounts and add roles to staff accounts in Wise.
New staff accounts can be added to the system in the Wise configuration manager at systemWise > Access codes and authorizations > Access authorizations. Staff accounts can be used to access the Wise staff client, Wise configuration manager, Marketing workbench, and Wise console.
Only users with the appropriate role function can add new accounts in the system. Contact your administrator for assistance.
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. |
Create a user
To create a new staff account:
- In the Wise configuration manager, go to systemWise > Access codes and authorizations > Access authorizations.
- Select new.
- Enter User and Wise Role information.
- Click OK to save.
Copy an existing user
Copying an existing user in the system allows you to copy the same user information and roles. To 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.
Add role to an existing user
Once a user has been created in the system, additional roles can be added to their account. To 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.
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.
