Assign permissions to staff, workstation, or group

To add permissions to a staff member, workstation, or group:

Note:
If you are setting permissions for the first time, set the Staff Client profile Generate security history to No. After security implementation is complete, set the profile to Yes so you can track changes to permission assignments. See Setting Staff Client Profiles. To see the security history for a permission, right-click the permission in the Control Record list (Administration Explorer, Security) and select Properties from the context menu.

Tip:
In the Administration Explorer tree view, you can expand a listed workstation or staff member and select Permissions to display the Permissions view. To work with a group record, you must find and open the Permission Group workform.

1. Open the Administration Explorer, and select File, Open from the Explorer menu bar.



2. Select the record type (Permission Group, Staff Member, or Workstation). The Polaris Find Tool opens.
3. Search for the administration record.
4. Right-click the record in the results list, and select Open from the context menu. The workform appears.
5. Select View, Permissions or click  to display the permission list for the record.

Tip:
You can sort the list by clicking a column head. Sorting can take some time because there may be thousands of permissions. Wait until the sorting operation is complete before you proceed.

Tip:
The left side of the workform lists the currently assigned permissions (control records). When you select a permission that is organization-specific, the organizations are loaded on the right side of the workform. When you select a permission that is not organization-specific (task control record), the Organization list on the right side displays a Not Applicable message.

6. Click above the Is Permitted To list. The Polaris Find Tool appears.
7. Set the search criteria that identify the permissions you want to add, and click Search. See Finding Permissions.
8. From the results list, select the permissions you want to assign. Use SHIFT or CTRL to select multiple items. Click a column heading to sort the list.
9. Right-click a highlighted permission, and choose Select from the context menu. The workform is displayed, and the selected permissions are listed in the Is Permitted To list.
10. Select File > Save to record your changes.

Note:
To see the effects of your permission changes in the staff client, exit the staff client and log back in.

Related Information

Reference information about specific permissions

• Find Tool Permissions Reference
• Cataloging Permissions Reference
• Circulation Permissions Reference
• Acquisitions Permissions Reference
• Serials Permissions Reference
• System Administration Permissions Reference

Managing permissions

• Remove directly-assigned permissions.
• Copy (acquire) permission settings.
• Manage permission group membership.

Permission reports - Two permission reports are available from the reports menu under Utilities > Reports and Notices > System:

• The Staff Member Permissions report lists the type of record or task for which the staff member has permissions; the permission (modify, access, create, delete, allow, etc.); the subsystem; the library organization; and the organization name (system, library, branch).

 

• The Staff Member Permission Comparison report displays permissions that two staff members do not share. Any permissions that the staff members have in common do not appear in the report.