Setting Up Staff Records

Staff member records store information such as user name, permissions, and profiles for each staff member. Each staff member record is associated with a parent branch. You can add a staff member record, change the information, or delete a record from the Staff Member workform or Administration Explorer.

Important:
The values for staff permissions and profiles default from the parent branch values. If a permission is not assigned at the branch level, you cannot give the staff member the permission.

User names for staff members must be unique, and can be up to 35 characters long.

The Windows network security file controls access to Polaris. You should establish a Windows network account with a password for every staff member with a Polaris staff member record. Staff passwords should not contain forward slash / or backslash \ characters.

Important:
Your library may be required to follow PCI compliance practices for credit card processing. If so, you must require unique domain user IDs and follow secure authentication best practices for workstation log-on. A generic Windows log-on such as Circ1 would be out of compliance because it would not be possible to trace the transaction back to the staff member who performed it.

See also:

• Add a staff member record
• List staff members in the Explorer