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WISE Application User Roles Mini Tutorial

Access and Security

District Security Administrator (DSA) Role

user role icon

DPI WISEsecure Role Admin: District Security Administrator (DSA)

This role is assigned to at least one person in your district (generally the District Administrator) though it is a best practice to have at least one staff member assigned as a delegate DSA . This role allows the DSA to assign Application Administrators who are then in charge of assigning and managing user roles within the specific applications.

The DSA receives Application Administrator and Application User access to all current DPI applications.


Application Administrator Roles

WISEid Role Admin: WISEid

WISEdata_PT Role Admin: WISEdata Portal

WISEstaff Role Admin: WISEstaff

WISEgrantsRoleAdmin: WISEgrants

WISEdash Role Admin: WISEdash

These roles allow you to assign Application User roles to an application. Having this role does NOT allow you access to a specific application. You must assign yourself an Application User role in order to log in to and use the 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.

Detail FAFSA Access: Detail FAFSA Access users will access to FAFSA data and also have student detail access to WISEdash for Districts but will not have access to student homeless or economic data.

Economic FAFSA Access: Economic FAFSA Access users will have access to all WISEdash functionality equivalent to the Economic Detail Analyst role including access to FAFSA data.

 

How to Assign Roles Using WISEsecure

Assign a User as an Application Administrator

As a DSA, you can assign other users as administrators for specific applications. Application administrators can assign user roles and manage access requests for specific applications. To assign an administrator for a specific application:

1. Go to the Manage Security page in WISEsecure.

2. Click the link for the application you want to assign an administrator for to open the user role assignments page for that application.

User Role Assignments page

3. On the user role assignments page, you'll see a list of users and their roles for the application. To add an application administrator, click Assign/View App Admin.

App Administrator list

4. On the Assign/View App Admin page, you can see a list of users designated as administrators for the application. On this list, you can remove an application administrator by clicking Remove. To add a new administrator, click Add Application Admin.

Assign App Admin

5. On the Add Application Administrator form, you can search for the user you want to assign as an administrator for by Email or by searching with their First and Last Names.

6. When you've found the user, select the check box in the user's row, then select Add & Continue to assign them as an administrator but keep the form open, or Add & Close to assign them as an administrator and close the form.


Assign User Roles for an Application

To begin assigning user roles for an application:

1. Go to the Manage Security page in WISEsecure.

2. Click the link for the application you want to assign security for to open the user role assignments page for that application.

Manage Security page

3. On the user role assignments page, you'll see a list of users and their roles for the application. To add a new user, click Assign User.

Assign User

4. Search for the user you want to assign a role for by Email or by searching with their First and Last Names.

5. When you find the user you're looking for, select the role you want to assign in the Role table by clicking the circle to the left of the role.

6. Click Add & Continue to leave the form open and assign another user a user role, or click Add & Close to save your changes and close the form.

Assign Roles for Users form

Review User Access Requests

Users can request access to an application through WISEhome. To review and manage users' access requests:

1. Go to the Pending Requests page in WISEsecure.

list of pending requests

2. On the Pending Requests page, you'll see a list of user requests for access to an application. Click Review in the rightmost column to open the Review Access Requests page and see the details of a specific request.

Pending Requests page

3. On the Review Access Requests page, you can respond to each access request from the user. To approve a request, select Approved in the Access column and select a user role in the Role column. To deny a request, select Rejected in the Access column.

4. Optionally, enter Comments to let the user know why you've approved or rejected a request.

5. Click Save Changes to apply the changes you've made and close the form.

Remove User Access

When a user leaves your organization or otherwise no longer needs access to WISEhome applications, you can quickly remove their user roles on the Offboard Users page. To do so:

1. On the Offboard Users page, search for a user by Email, First Name, or Last Name.

Search for offboarding users

2. Select the user from the list of results, then click Review User Access to open the Offboard User (Remove Access) form.

Offboard User form

3. On the Offboard User (Remove Access) form, double-check to make sure you want to remove the user's access to all WISEhome applications. If so, click Revoke All Access.

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