Identity
Within the Identity section, you can view registration information, reset passwords and PINs, and work with customer documents.
Registration date
The Registration date field displays the date that the customer was added to the system.
Password
The password field will indicate whether a password has been set by the customer. Customer passwords can also be reset from this area.
Reset password
If a customer forgets their password, it can be reset in the Wise console. Customer passwords are used to sign in to My Account.
Note: For security purposes, old passwords cannot be viewed within the Wise console. If a customer forgets their password, it must be reset.
To reset a customer password:
- Within Customer date > Identity, click the Reset button next to the Password field. The Reset password prompt opens.
- To reset the customer password, click Reset.
- A new password appears on the screen. Click Print to print the new password. Click Cancel to close the screen.
Note: Only randomly generated passwords can be created from the Wise staff client. To change a password to what the customer chooses, customers must sign in to My account and change their password. Customer passwords must consist of 8 or more characters and contain at least 1 capital letter, 1 lowercase letter, 1 digit and 1 character (!, @, $, %, ^, &, *, (, ), ?).
PIN
The PIN field will indicate whether a PIN has previously been set by the customer. Customer PINs can also be reset from this area.
Reset PIN
To reset a customer PIN:
- Within Customer data > Identity, click the Reset button next to the PIN field. The Reset PIN prompt opens.
- Type a four-digit numeric PIN into the box.
- Click Reset.
- The new PIN appears on the screen. Click Print to print the PIN. Click Cancel to close the screen.
Membership
Current and expired memberships associated with the customer account and the branch associated with the membership appear in the Membership section. The following information about the membership is available:
| Field | Description |
|---|---|
| Account type |
The membership type associated with the customer account. |
| Status | The customer's status. See Customer status for a list of possible statuses. |
| Cost | The cost associated with the membership. |
| Period |
This field displays the beginning and end dates of the membership. Note: If a membership is expired, a yellow exclamation point will appear in this field to the left of the dates. |
Deactivate
To deactivate a customer membership:
- Within Customer data > Identity > Membership, click Deactivate. The Deactivate Membership prompt appears.
- The Deactivate Membership prompt displays the number of days left in the membership. To deactivate, click Continue.
- You are presented with the following deactivation options:
- Immediately - The membership is immediately deactivated
- On - The membership is deactivated on the date selected
- Select a reason for deactivation from the drop-down menu.
- Click Deactivate.
Documents
Customer documents can be viewed and added from within the Identity screen. Documents might include letters from the customer, identification, forms, or authorizations. Click any document to download and view the file.
Add a document
To add a customer document:
- Within Customer data > Identity > Documents, click the + Add button. The Add Document prompt appears
- To add a document, drag the document from your device to the Drag and drop files area, or click to upload a file from your device. The Document Type drop-down menu appears.
- Select the type of document from the drop-down menu. The following document types are available:
- Direct debit authorization (Not for use in US libraries.)
- Reading disability confirmation
- Complaint letter
- Registration form
- Unsubscribe form
- Other documents
- Click Save.
Delete a document
To delete a document from a customer account, find the appropriate document and click the Delete button. A confirmation message appears. Click Delete to continue.