Permission Group Workform

The Permission Group workform displays information about a Polaris permission group. The member organizations, staff members, and workstations have the permissions of the group. For general information about Polaris permissions, see Granting Permissions. For specific information about groups, see Managing Permissions with Permission Groups. Use the Group workform to set group membership and permissions.

Note:
Polaris provides a set of default groups based on common staff workflows. See Polaris Permission Groups - Default Permissions Reference.

• Add a new group to Polaris - Select File > New, or click . See Create a new permission group. The Permission Group name displays in group lists on other Polaris workforms, and you search by this name with the Find Tool. The Description field is optional.
• Add and remove members of the group - Select View > General, or click . The icons above the Members list represent the system, organizations, staff members, and workstations. Select an icon to find the appropriate record and add it to the group. See Manage members in a permission group.
• Assign or remove permissions for the group - Select View > Permissions, or click . You can add and remove permissions using the list tool bar. The members of the group have the permissions in this list. See Managing Permissions for Staff, Workstations, Groups. You can copy group memberships from one workstation or staff member to another. See Copy (acquire) permission group memberships.

Note:
You can sort the list by clicking a column head. Sorting can take some time because there may be thousands of permissions. Wait until the sorting operation is complete before you proceed.