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WISE Application User Roles Mini Tutorial

Access and Security

District Security Administrator (DSA) Role

user role icon

DPI ASM Role Admin: District Security Administrator

This role is assigned to at least one person in your district (generally the superintendent). This role allows the user to assign Application Security Managers (ASM) who are then in charge of assigning and managing user roles within the specific applications. Having this role does NOT allow you access to a specific application.


Application Security Manager (ASM) Role

WISEid Role Admin: WISEid ASM

WISEdata_PT Role Admin: WISEdata Portal ASM

WISEstaff Role Admin: WISEstaff ASM

WISEgrantsRoleAdmin: WISEgrants ASM

WISEdash Role Admin: WISEdash ASM

These roles allow you to assign users to an application. Having this role does NOT allow you access to a specific application.


WISEid User Roles

Admin: This role grants all the access of the Agency Data Entry role below, plus the ability to perform additional tasks, such as updating contact information. At least one person from the school/district should be granted this role.

Data Entry: This role has access to the WISEid application and allows the user to perform basic functions, including searching for WISEids and uploading/downloading files.

Support: This WISEid role can edit person information but not create new persons.

View: This is a read-only role in WISEid; persons with this role cannot edit any information.


WISEdata User Roles

Agency: This role allows users to view data pushed from their SIS through the Ed-Fi API to DPI. There is no editing ability within WISEdata. All changes are made within the student information system (SIS) or WISEid.

Agency Read: This is a read-only role in WISEdata. Users with this role can review data in the WISEdata Portal but cannot acknowledge warnings, add or remove bookmarks, or update data on the Expected Transfer screen.


WISEstaff User Roles

Admin: This WISEstaff role grants all the access of the Agency Data Entry role below, plus the ability to perform additional tasks, such as updating contact information. At least one person from the school/district should be granted this role.

Data Entry: This role has access to the WISEstaff application and allows the user to perform basic functions, including searching for WISEids and uploading/downloading files.

Support: This WISEstaff role can edit person information but not create new persons.

View: This is a read-only role; persons with this role cannot edit any information.


WISEgrants User Roles

WISEgrants Administrator: This role uses WISEgrants to manage IDEA and ESEA federal grants. The user has default access to all areas and manages customized grant access and privileges for all of the agency’s WISEgrants users.

WISEgrants User: This role has customized access to WISEgrants to manage or view assigned IDEA and ESEA federal grants.


WISEdash User Roles

Economic Indicator Analyst: This role can view all summary dashboards, drill into the student list/student profile, utilize student search to access student profiles, view the Econ Disadv Status filter (economic disadvantage), view the Econ Disadv Code and Econ Disadv Description in the Student Profile.

Student Detail Analyst: This role can view all summary dashboards, drill into the student list/student profile, utilize student search to access student profiles. Users are NOT able to view the Economic Disadvantage Status filter or view Economic Disadvantage Code and Economic Disadvantage Description in the Student Profile.

Summary Analyst : This role can view all summary dashboards. Users are NOT able to drill into the student list/student profile or utilize student search to access student profiles. Users are NOT able to view the Economic Disadvantage Status filter.

 

How to Assign Roles in Application Security Manager (ASM)

If you are a District Security Administrator and wish to assign a new Application Administrator (ASM), follow the instructions below.

 

1. Hover your mouse over "Manage Security" on the blue menu bar for a list of drop-down selections.

2. Click Assign a new Application Administrator.

3. Click Search Users. Type in a minimum of four characters total in any field(s) listed to find and choose the WAMS user you want to assign as an Application Administrator.

4. If more than one WAMS user meets the search criteria entered, click the radio button next to the WAMS user you want to select from the list displayed.

5. Click the "Role" drop-down field. Select the Application Administrator Role to which you want to assign the user selected.

6. Click Next.

7. Review the displayed confirmation page to verify the user and role to add.

8. If you do not want to send an email notification to the user you want to add, uncheck the check box next to "Notify user by email".

9. If you are sending an email notification to the user and want to carbon copy (CC) one other person, type the email address of the other person in the Optional CC: field.

10. Click OK.

11. When the successful completion pop-up displays, click Close.


How an Application Administrator Assigns Application User Roles

The instructions below apply if you are an Application Administrator for an application and wish to assign user roles for that application.

*Note: If you assign yourself an Application Administrator role, please log out of Application Security Manager and any other DPI secure applications first, then close your browser.  Log back in via Secure Home where you should see Application Security Manager (ASM) on your dashboard. Open ASM and follow the steps below to add yourself or another user.

  1. To grant the user application role, select Manage Security on the blue menu bar for a list of drop-down selections.
  2. Select Assign an Application User to an application role (found under As an Application Administrator).
  3. Then  select the application for which you wish to assign a user role.
  4. Search for yourself or your staff member and then assign the user role.

How an Application Administrator Removes User Access

If you are an application administrator for an application and wish to remove an application-level role from a user, follow the instructions below.

1. Hover your mouse over Manage Security on the blue menu bar for a list of dropdown selections.

2. Click Browse/Edit Application Users.

3. The Application Users and applications for the organization for which you are an administrator display.

4. Click the X icon next to the application user and role you would like to remove.

5. Review the displayed confirmation page to verify the user and role to remove.

6. If you do not want the user you are removing to receive an email notification, uncheck the check box next to "Notify user by email".

7. If you are sending an email notification to the user and want to carbon copy (CC) one other person, type the email address of the other person in the Optional CC: field.

8. Click OK.

9. When the successful completion pop-up displays, click Close.

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