Wise Management groups
Wise Management groups allow certain staff users in the Manager to have access to only specific instances. Before you can add a management group to a user in Access Codes and Authorizations, you must first create and define it.
Configuration
The menu entry for Wise Management Groups in the Manager is only accessible for users with role_function ASSIGNABLE_VIA_STAFF_USER_MANAGEMENT on System: Delete (15-15-15). This also applies to the Management Group entry field on the Users tab. For all other levels, the entry menu is grayed out and the entry field is invisible.
Note: Adding the role function ASSIGNABLE_VIA_STAFF_USER_MANAGEMENT without also having the role function MANAGER_BEHEER_TOEGANGSCODES_BEVOEGDHEDEN on System: Delete (15-15-15) will prevent access to the menu entry for Wise management groups.
Creating a Management group
Once the role function has been assigned users can create management groups.
To create a new management group:
- Go to Access codes and authorizations > System tables > Wise management groups.
- Click New at the top of the screen.
- The Type and Group fields are generated by the system but there are two fields that will need to be manually completed:
- Code: Enter a four-character code. This code cannot be changed after saving but the management group can be removed.
- Description: Enter a description for the management group.
- Click OK to save the changes.
Add instances
Once a Management group has been created instances can be added under the group. These are the instances that a staff user will be able to access once they have been assigned to that group. Other instances not added here will no longer be shown to the user.
To create a new instance:
- Go to Access codes and authorizations > System tables > Wise management groups.
- Click Open for the Management group that the instance will be added under.
- Click New to open the Library organizations window.
- Click the filter icon
next to the Institution field to open the Search/Filter window. - Enter your search criteria in the Search criteria field. Searches can be limited by making selections in the following fields:
| Field | Options |
|---|---|
| Search option |
|
| Search field |
|
- Click Filter to apply your selections.
- Once the Institution has been selected, enter a Description.
- Click OK to save these changes.
Note: Once an instance has been added, only the description can be changed. However, an instance can still be deleted.
Assign a management group to a user
After a Management group and instance have been configured you can assign a management group to a user.
To assign a management group:
- Go to Access codes and authorizations > Access authorizations > Users tab and search for the user you want to assign a management group to.
- Once a user has been selected click Edit.
- Click the Management group field to select from the configured groups.
- Click OK to save the change. This user now has access to only the instances defined in the Management group when working in the Manager.