Setting Staff Client Profiles

In general, you can set staff client profiles at the system, library, branch, workstation, and staff member levels, although certain staff client profiles are not available at all levels. Settings for organization levels define the default profile settings for subordinate organizations, workstations, and staff members. Each level can have a different setting. If a staff client profile is not set at a particular level, the setting from the level above it is used. You can set staff client profiles from the Administration Explorer or from an administration workform.

The staff client profiles control the following functions in the Polaris staff client:

Staff logon - See Automatic Staff Client Log-On.
Barcode formats - See Barcode Formats.
Client and server settings - See Visual Cues for Staff Client Log-On Server and Ensuring Locale and Time Consistency.
Default opening views for records - See Setting Preferred Workform Views.
Find Tool settings - See Setting Search Tool Characteristics.
Label settings - See Setting Up Labels.
Permission settings upon Polaris upgrades - See Permission Strategies.
Receipt settings - See Setting Up Circulation Receipts.
Reports server - See Specifying Report Servers.

For a list of staff client profiles, see Staff Client Profiles Reference.

To set staff client profiles:

In the Administration Explorer tree view, select the organization, workstation, or staff member, and select Profiles.

Note:
For more information about listing workstations and staff members in the Explorer, see List workstations in the Explorer and List staff members in the Explorer.

Select the Staff Client tab in the details view.

Select and edit the profile you want to change. For general editing methods, see Setting Parameters and Profiles. For information about specific staff client profiles, see Staff Client Profiles Reference.
Select File > Save to save your changes. Record(s) saved appears in the status bar.

Note:
To see the effects of some changes in the staff client application, you may need to exit the staff client application and log back in.