Staff Member Workform

The Staff Member workform displays the staff member’s username, permissions, and profiles. Each staff member record is associated with a parent organization. See Setting Up Staff Records.

Note:
You can set profiles and permissions for a staff member directly from the Administration Explorer. See Use the Administration Explorer.

• Name - Not necessarily the staff member’s network username. This name identifies the staff member in Polaris workforms such as the Administration Explorer.
• Organization and affiliated branch - Select the organization the staff member belongs to. You can also select an affiliated branch. If the organization is a branch, the Affiliated branch box is unavailable.
• Account options - Select Active to allow the staff member to log on to Polaris. Select Suspend if you want to prevent the staff member from logging on to Polaris without deleting the staff member record.
• External ID - May be used during the authentication process when a staff member signs in to Leap or Polaris System Administration (web-based). For more information, see The Staff Member External ID Field.
• Set profiles - Select View > Profiles, or select Profiles . For general procedures, see Editing Parameters, Profiles, and Tables. For information about specific profiles, see the following topics:
  • Acquisitions/Serials - Acquisitions and Serials Profiles Reference
  • Patron Services - Patron Services Profiles Reference
  • Cataloging - Cataloging Profiles Reference
  • Staff Client - Polaris Permission Groups - Default Permissions Reference
• Assign permissions - Select View > Permissions, or select Permissions . See Granting Permissions.

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