Manage members in a permission group

To add and remove group members:

1. Select File > Open > Permission Group on the Administration Explorer menu bar to display the Polaris Find Tool.
2. Search for the group for which you want to change membership.
3. Right-click the group in the results list, and select Open from the context menu. The Permission Group workform appears.
4. On the General view, select the type of member to add:

Tip:
You can right-click in the Group Members list, and select the member type from the context menu.

• To add the system organization, click .
• To add a library, click .
• To add a branch, click .

Note:
Adding an organization (system, library, branch) to a group means that every staff member and workstation directly assigned to the organization has the permissions granted to the group. The Organization box on the Staff workform and the Parent Branch box on the Workstation workform define where the staff member or workstation is directly assigned.

• To add a workstation, click .
• To add a staff member, click .

The Polaris Find Tool appears. The record type you selected is displayed in the Object box.

5. In the For box, type the name of the staff member, workstation, or organization that you want to add as a member of the group, and click Search. The results list is displayed.
6. From the results list, select the staff members, workstations, or organizations you want to add to the group. Use SHIFT or CTRL to select multiple items.
7. Right-click in the results list, and choose Select from the context menu. The Permission Group workform is displayed, and the selected staff members, workstations, or organizations are listed in the Group Members list.

Note:
When you add a staff member or workstation to a permission group, Polaris compares permissions directly assigned to the staff member or workstation with the permissions of the group. If a duplicate permission is found, the permission from the group automatically replaces the directly-assigned permission. However, when you add an entire organization to a group, the duplicate permission check is not done on staff members or workstations assigned to the organization.

8. To remove a member from the permission group, select the names you want to remove, and click  above the Group Members list.

When staff members and workstations are removed from a permission group, they lose the permissions they gained from the group. If duplicate directly-assigned permissions were removed when the staff members or workstations were added to the group, the permissions are not restored when the staff members or workstations are removed from the group.

9. Select File > Save to save your changes to the Group Members list.

Related Information

• Manage group memberships for a staff member, workstation, or organization from the workform - See Manage permission group membership.
• Acquire group memberships from other staff members or workstations - See Copy (acquire) permission group memberships.