Staff Member Workform

The Staff Member workform displays the staff member’s user name, 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 user name. This name identifies the staff member in Polaris workforms such as the Administration Explorer.
• Organization and affiliated branch - Select the organization to which the staff member belongs. You can also select an affiliated branch. If the organization is a branch, the Affiliated branch box is unavailable.
• Account options - Click Active to allow the staff member to log on to Polaris. Click Suspend if you want to prevent the staff member from logging on to Polaris without deleting the staff member record.
• Set profiles - Select View, Profiles, or click . 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 click . See Granting Permissions.

Note:
You can sort the permissions 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.