Set Find Tool filtering by permission
To set the Polaris Find Tool to filter search results according to the permissions of the staff member and workstation:
- Select Administration > Explorer > System on the Polaris Shortcut Bar. The Administration Explorer appears.
- In the Explorer tree view, select Profiles under the System folder, and select the Staff Client tab in the details view.
- Double-click Find Tool: Filter search results by permission, and select an option:
- Yes - Search results are filtered so that only records for which the user has access permission are returned in the search results list.
- No - Search results are not filtered by permission. Records for which the user does not have access permission are also returned (except those owned by other staff members). The appropriate permission is still required to open a record from the results list.
- Select File > Save.
Note:
To see the effects of your changes in the staff client, exit the staff client and log back in.