Managing Permissions for Staff, Workstations, Groups

The Permissions view for a specific group, staff member, or workstation lists all the permissions that have been assigned to the record. You can add or remove multiple permissions that apply to several organizations in a single operation. You can also see which permissions are directly assigned and which permissions are assigned through group membership. The Permissions view also lists the groups in which a staff member or workstation is a member. You can change the group membership by adding memberships, copying group memberships from another record, or removing group memberships.

You can display the Permissions view by selecting Permissions under a workstation or staff member in the Administration Explorer tree view, or by selecting View, Permissions in a workform. To work with a permission group record, you must open the Permission Group workform.

Note:
To work with workstation, staff, and Permission Group permissions, you must have Access and Modify permissions for the appropriate record type (including Permission Groups) and for Object/task control record.

See also:

• Finding Permissions
• Assign permissions to staff, workstation, or group
• Copy (acquire) permission settings
• Manage permission group membership
• Copy (acquire) permission group memberships
• Remove directly-assigned permissions
• Remove selected group-assigned permissions

Finding Permissions

To find permissions, first open the Staff, Workstation, or Permission Group workform, go to the Permissions view, and click . See Assign permissions to staff, workstation, or group. You can use the Find Tool options to do precise searches and sort the permissions.

Example:
Find all permissions related to Community Library’s bibliographic records:
Object = Permissions
By = Control Record Name
Type = Exact match (implicitly truncated)
For = *bib
Limit by: Organization, Community Library

You can search for permissions using the following access points and values. These same access points are also available as Limit by filters in the Find Tool.

Search By (mnemonic)	Purpose	Values
Control Record Name (CRN)	Finds permissions by their control record name (the category name listed in the Security view of the Administration Explorer). This search finds both object and task permissions.	Type the name of any permission control record in the For box. Examples: Bibliographic records, Item records, Renew items, Modify free days A value applied at normal and bulk check-in, renewal, and offline that allows you to omit a specified number of days from the overdue fine calculation..
Organization (ORG)	Finds permissions that can be set by an organization.	Type an organization name in the For box.
Permission Name (PNAME)	Finds permissions by their action type.	Any text in the For box is valid. Common actions: Access, Allow, Create, Delete, Modify. Less common actions: Adjust, Approve, Cancel, Change, Check-in, Convert, Credit, Deny, Display, Override, Pay, Print, Renew, Release, Send, Transfer, Uncheck-in.
Subsystem (SUBSYS)	Finds permissions by their associated subsystem.	Type any of the following names in the For box: Acquisitions, Cataloging, Circulation, Public Access Catalog, System Administration, Serials, Find Tool, Polaris Fusion