Copy (acquire) permission group memberships

To assign permission group memberships to a workstation or staff member by copying them from another workstation or staff member:

Tip:
You can list the workstation or staff member in the Administration Explorer. See List workstations in the Explorer and List staff members in the Explorer. Then select Permissions for the workstation or staff member in the tree view of the Explorer. The Permissions view is displayed in the right side of the Explorer.

  1. Select File, Open on the Administration Explorer menu bar, and specify the record type (Staff Member or Workstation) to find. The Polaris Find Tool opens.
  2. Search for the administration record.
  3. Right-click the record in the results list, and select Open from the context menu. The appropriate workform appears.
  4. Select View, Permissions to display the Is Permitted To list and the Membership list. The Membership list shows the permission groups to which the workstation or staff member belongs.

    5. Note:
    When you open the Permissions view of the workform, the Membership list shows all groups to which the workstation or staff member belongs. If you select a permission from the permissions list, and the workstation or staff member has that permission due to permission group membership, the Membership list shows that group. Once a permission is selected, the Membership list no longer displays all the permission groups to which the workstation or staff member belongs. If the workstation or staff member was granted the permission directly, and did not receive the permission as a member of a group, nothing shows in the Membership list when that permission is selected. Click (Show my group membership) above the Membership list to re-list all the permission groups to which the workstation or staff member belongs.

  5. Click  (Acquire group memberships) above the Membership list. The Polaris Find Tool appears.
  6. Search for the workstation or staff member whose permission group memberships you want to copy.
  7. In the results list, right-click the workstation or staff member, and choose Select from the context menu. The Permissions view is displayed. The permission groups to which the source workstation or staff member belongs are listed in the Membership list.