Polaris Permission Groups - Default Permissions Reference

The following table lists the permissions initially assigned to the default permission groups. The permissions are granted for all organizations in your Polaris installation. You can change any of the permissions for the default groups. For more information about working with permissions and groups, see Granting Permissions.

Note:
The default permission groups are offered as a convenient way to manage permissions, but they do not include all possible permissions, and they are not updated with new permissions when you install new releases of Polaris. If you use the Polaris default groups, be sure to add the appropriate permissions to the groups.

Permission Group Name	Permission Type	Initial Permissions
Administrator Cannot be deleted. Membership in this group should be limited to Polaris administrators.	(All)	(All permissions at all organizations)
Polaris Circulation Clerk - Basic front desk tasks.	Access circulation control	• Allow
	Access patron services	• Allow
	Access hold request manager	• Allow
	Access reports and notices	• Allow
	Fines: waive fines at circ	• Allow
	Modify due date and time	• Allow
	Modify hold queues	• Allow
	Patron Registration	• Access • Create • Modify • Override blocks to delete
	Patron Status	• Access • Access notice history • Access patron account • Access patron account: transaction summary • Create/delete patron blocks • Display associations • Display claimed items • Display hold request list • Display items checked-out • Display notes • Display patron blocks • Display reader services • Modify patron account
	Renew items	• Allow
Polaris Serials Clerk - Receive and process serials.	Access serials	• Allow
	Serial Issues/Standing Order Parts	• Access • Create • Modify • Delete • Check-in • Uncheck-in
	Create a bib record from Acquisitions and Serials	• Allow
Polaris Serials Manager - Set up serials and subscriptions, as well as do all tasks of the Polaris Serials Clerk.	Access serials	• Allow
	Serial Issues/Standing Order Parts	• Access • Create • Modify • Delete • Check-in • Uncheck-in
	Serial holdings records	• Access • Create • Modify • Delete

	Supplier	• Access • Create • Modify • Delete
	Create a bib record from Acquisitions and Serials	• Allow
Polaris Ordering Staff - Create purchase orders.	Access acquisitions	• Allow
	Bibliographic records	• Access
	Create a bib from Acquisitions and Serials	• Allow
	Fiscal Years	• Access
	Funds	• Access
	Purchase Orders	• Access • Create • Modify • Delete • Print purchase orders • Print workslips
	Selection Lists	• Access • Create • Modify • Delete
	Suppliers	• Access
Polaris Invoicing Staff - Receive shipments from vendors.	Access acquisitions	• Allow
	Bibliographic records	• Access
	Create a bib from Acquisitions and Serials	• Allow
	Fiscal Years	• Access
	Funds	• Access
	Invoices	• Access • Create • Modify • Delete • Pay, Undo payment, Credit • Print vouchers
	Purchase Orders	• Access • Modify
	Serial Issues/Standing Order Part	• Access • Modify
	Suppliers	• Access
Polaris Acquisitions Collection Development - Request the purchase of material using selection lists.	Access acquisitions	• Allow
	Selection Lists	• Access
	Selection list line item segments	• Create • Modify • Delete
	Bibliographic records	• Access
	Funds	• Access
Polaris Acquisitions Manager - Authorize purchase order release and payment of invoices, and do maintenance on all acquisitions records.	Access acquisitions	• Allow
	Bibliographic records	• Access
	Create a bib from Acquisitions and Serials	• Allow
	Fiscal Years	• Access • Create • Modify • Delete
	Funds	• Access • Create • Modify • Delete • Transfer money between funds
	Invoices	• Access • Adjust • Create • Modify • Delete • Print vouchers • Pay, Undo payment, Credit
	Purchase Orders	• Access • Create • Modify • Delete • Print purchase orders • Print workslips • Release, receive, cancel, close PO • Release order exceeding fund encumbrance limits • Release order resulting in negative free balance • Send electronic purchase orders
	Selection list line item segments	• Create • Modify • Delete
	Selection Lists	• Access • Create • Modify • Delete • Approve/Reject
	Suppliers	• Access • Create • Modify • Delete
Polaris Bib Full Cataloger - Original cataloging.	Access cataloging subsystem	• Allow
	Access item record bulk change	• Allow
	Authority records	• Access • Create • Modify • Delete/Undelete
	Authority templates	• Access • Create • Modify • Delete
	Bibliographic records	• Access • Create • Modify • Delete/Undelete
	Bibliographic templates	• Access • Create • Modify • Delete
	Cataloging record sets	• Access • Create • Modify • Delete
	Create a bib record from the item or item template	• Allow
	Import bibliographic, item, and authority records	• Allow
	Item records	• Access • Create • Delete/Undelete • Modify header • Modify cataloging view • Modify source and acquisitions view • Modify reserves view
	Item templates	• Access • Create • Modify • Delete
	Use ‘own’ cataloging record sets	• Allow
	Use ‘own’ authority templates	• Allow
	Use ‘own’ bibliographic templates	• Allow
	Use ‘own’ item templates	• Allow
Polaris Bib Copy Cataloger	Access cataloging subsystem	• Allow
	Bibliographic records	• Access • Create • Modify • Delete/Undelete
	Bibliographic templates	• Access
	Item records	• Access • Create • Delete/Undelete • Modify cataloging view • Modify header • Modify history view • Modify reserves view • Modify source and acquisition view
Polaris Item Cataloger - Process new items.	Access cataloging subsystem	• Allow
	Bibliographic records	• Access
	Item records	• Access • Bulk change • Create • Delete/Undelete • Modify cataloging view • Modify header • Modify history view • Modify reserves view • Modify source and acquisition view
	Item templates	• Access
Polaris Authority Control Cataloger- Maintain authority control for the catalog database.	Access cataloging subsystem	• Allow
	Authority records	• Access • Create • Modify • Delete/Undelete
	Authority templates	• Access
	Bibliographic records	• Access