Staff Client Help v7.3 - v8.0
This commit is contained in:
+112
@@ -0,0 +1,112 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Administration |Granting Permissions|Managing Permissions for Staff, Workstations, Groups" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
|
||||
<head>
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
|
||||
<meta charset="utf-8" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" /><title>Assign permissions to staff, workstation, or group</title>
|
||||
<!-- Global site tag (gtag.js) - Google Analytics -->
|
||||
<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Print.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
|
||||
<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/purify.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.config.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/foundation.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/plugins.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/MadCapAll.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script async="" src="https://www.googletagmanager.com/gtag/js?id=G-CFH4DBPHLD">
|
||||
</script>
|
||||
<script>/* <![CDATA[ */
|
||||
window.dataLayer = window.dataLayer || [];
|
||||
function gtag(){dataLayer.push(arguments);}
|
||||
gtag('js', new Date());
|
||||
|
||||
gtag('config', 'G-CFH4DBPHLD');
|
||||
/* ]]> */</script>
|
||||
</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Administration/PDpermiss/Assign_permissions_to_staff_workstation_or_group.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
|
||||
</div>
|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1><a name="XREF_26146_Permission_Search"></a><a name="XREF_57617_Assign_permissions"></a>Assign permissions to staff, workstation, or group</h1>
|
||||
<p><a name="kanchor4116"></a><a name="IX_assigning_permissions_2"></a><a name="kanchor4117"></a><a name="IX_assigning_permissions_1"></a><a name="kanchor4118"></a><a name="IX_assigning_permissions"></a><a name="kanchor4119"></a><a name="IX_assigning_to_a_staff"></a>To add permissions to a staff member, workstation, or group:</p>
|
||||
<p class="NoteShade"><a name="kanchor4120"></a><a name="IX_viewing_history_2"></a><a name="kanchor4121"></a><a name="IX_security_history_2"></a><a name="kanchor4122"></a><a name="IX_viewing_11"></a><b>Note: <br /></b>If you are setting permissions for the first time, set the Staff Client profile <b>Generate security history</b> to <b>No</b>. After security implementation is complete, set the profile to <b>Yes</b> so you can track changes to permission assignments. See <a href="../PDattribut/Setting_Staff_Client_Profiles.htm#XREF_32735_About_Staff_Client">Setting Staff Client Profiles</a>. To see the security history for a permission, right-click the permission in the <b>Control Record</b> list (Administration Explorer, <b>Security</b>) and select <b>Properties</b> from the context menu.</p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>In the Administration Explorer tree view, you can expand a listed workstation or staff member and select <b>Permissions</b> to display the Permissions view. To work with a group record, you must find and open the Permission Group workform.</p>
|
||||
<ol>
|
||||
<li value="1">Open the Administration Explorer, and select <b>File, Open</b> from the Explorer menu bar.</li>
|
||||
<p class="indent2">
|
||||
<img src="openmenu_599x179.gif" style="width: 599;height: 179;" alt="" />
|
||||
</p>
|
||||
<li value="2">Select the record type (<b>Permission</b> <b>Group</b>, <b>Staff Member</b>, or <b>Workstation</b>). The Polaris Find Tool opens.</li>
|
||||
<li value="3">Search for the administration record.</li>
|
||||
<li value="4">Right-click the record in the results list, and select <b>Open</b> from the context menu. The workform appears.</li>
|
||||
<li value="5">Select <b>View, Permissions</b> or click <img alt="PermissionsIcon.gif" style="width: 27;height: 18;" src="PermissionsIcon_27x18.gif" class="imginline" /> to display the permission list for the record.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>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.</p>
|
||||
<p class="indent2">
|
||||
<img src="PermissionsAdd_524x408.gif" style="width: 524;height: 408;" alt="" />
|
||||
</p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>The left side of the workform lists the currently assigned permissions (control records). When you select a permission that is organization-specific, the organizations are loaded on the right side of the workform. When you select a permission that is not organization-specific (task control record), the Organization list on the right side displays a <b><b style="font-weight: bold;">Not Applicable</b></b> message. </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="6">Click <img src="btnAdd_16x16.gif" class="imginline" alt="Add button" title="Add button" style="width: 16;height: 16;" /> above the <b>Is Permitted To</b> list. The Polaris Find Tool appears.</li>
|
||||
<li value="7">Set the search criteria that identify the permissions you want to add, and click <b>Search</b>. See <a href="Managing_Permissions_for_Staff_Workstations_Groups.htm#XREF_51980_Sorting_and">Finding Permissions</a>.</li>
|
||||
<li value="8">From the results list, select the permissions you want to assign. Use <b>SHIFT</b> or <b>CTRL</b> to select multiple items. Click a column heading to sort the list.</li>
|
||||
<li value="9">Right-click a highlighted permission, and choose <b>Select</b> from the context menu. The workform is displayed, and the selected permissions are listed in the <b>Is Permitted To</b> list.</li>
|
||||
<li value="10">Select <b>File </b>><b> Save</b> to record your changes.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>To see the effects of your permission changes in the staff client, exit the staff client and log back in.</p>
|
||||
<h4>Related Information</h4>
|
||||
<p><b>Reference information about specific permissions</b><![CDATA[
|
||||
]]><ul><li><a href="../PDFTPermRef/Find_Tool_Permissions_Reference.htm#XREF_22851_System">Find Tool Permissions Reference</a></li><li data-mc-conditions="Primary.Hidden,Primary.Online"><a href="../../Cataloging_Admin/PDKcatref/catpermref.htm">Cataloging Permissions Reference</a></li><li data-mc-conditions="Primary.Hidden,Primary.Online"><a href="../../Patron_Services_Admin/PDPPermsRef/Circulation_Permissions_List.htm">Circulation Permissions Reference</a></li><li data-mc-conditions="Primary.Hidden,Primary.Online"><a href="../../Acquisitions/PDKacqref/Acquisitions_Permissions_Reference.htm">Acquisitions Permissions Reference</a></li><li data-mc-conditions="Primary.Hidden,Primary.Online"><a href="../../Serials_Admin/PDKseref/Serials_Permissions_Referencet.htm">Serials Permissions Reference </a></li><li data-mc-conditions="Primary.Hidden,Primary.Online"><a href="../PDPermRef/System_Administration_Permissions_Reference.htm">System Administration Permissions Reference</a></li></ul></p>
|
||||
<p><b>Managing permissions</b>
|
||||
</p>
|
||||
<ul>
|
||||
<li><a href="Remove_directly-assigned_permissions.htm#XREF_59605_Remove_permissions">Remove directly-assigned permissions</a>.</li>
|
||||
<li><a href="Copy_acquire_permission_settings.htm#XREF_56219_Copy_permission">Copy (acquire) permission settings</a>.</li>
|
||||
<li><a href="Manage_permission_group_membership.htm#XREF_45731_Manage_group">Manage permission group membership</a>.</li>
|
||||
</ul>
|
||||
<p><a name="kanchor4123"></a><a name="IX_generating_permission"></a><a name="kanchor4124"></a><a name="IX_reports_described"></a><b>Permission reports</b> - Two permission reports are available from the reports menu under <b>Utilities </b>><b> Reports and Notices </b>><b> System</b>:</p>
|
||||
<ul>
|
||||
<li>The Staff Member Permissions report lists the type of record or task for which the staff member has permissions; the permission (modify, access, create, delete, allow, etc.); the subsystem; the library organization; and the organization name (system, library, branch).</li>
|
||||
</ul>
|
||||
<p class="indent2">
|
||||
<img src="permrep.gif" alt="" /> </p>
|
||||
<ul>
|
||||
<li>The Staff Member Permission Comparison report displays permissions that two staff members do not share. Any permissions that the staff members have in common do not appear in the report.</li>
|
||||
</ul>
|
||||
<p class="indent2">
|
||||
<img alt="permcomp.gif" style="margin-bottom: 0.000pt;width: 569;height: 160;" id="image39" src="permcomp_569x160.gif" /> </p>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.8</span></div>
|
||||
<div>
|
||||
<p align="center">
|
||||
<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
||||
/*]]>*/</script>
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
+93
@@ -0,0 +1,93 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Administration |Granting Permissions|Managing Permissions with Permission Groups" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
|
||||
<head>
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
|
||||
<meta charset="utf-8" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDpermiss.fm" /><title>Copy a permission group</title>
|
||||
<!-- Global site tag (gtag.js) - Google Analytics -->
|
||||
<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Print.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
|
||||
<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/purify.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.config.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/foundation.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/plugins.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/MadCapAll.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script async="" src="https://www.googletagmanager.com/gtag/js?id=G-CFH4DBPHLD">
|
||||
</script>
|
||||
<script>/* <![CDATA[ */
|
||||
window.dataLayer = window.dataLayer || [];
|
||||
function gtag(){dataLayer.push(arguments);}
|
||||
gtag('js', new Date());
|
||||
|
||||
gtag('config', 'G-CFH4DBPHLD');
|
||||
/* ]]> */</script>
|
||||
</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Administration/PDpermiss/Copy_a_permission_group.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
|
||||
</div>
|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1><a name="XREF_55164_Copy_a_default"></a>Copy a Permission Group</h1>
|
||||
<p><a name="kanchor1513"></a><a name="IX_copying_4"></a>You can copy a permission group, including a default group, rename it, and add or remove members and permissions. To copy any permission group:</p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>You can edit the membership and permissions for the Polaris default permission groups directly. See <a href="Manage_members_in_a_permission_group.htm#XREF_67872_Manage_members_in">Manage members in a permission group</a> and <a href="Assign_permissions_to_staff_workstation_or_group.htm#XREF_26146_Permission_Search">Assign permissions to staff, workstation, or group</a>. However, if you want to keep the default permission group record intact, copy the group, then edit the copy. Rename your copy so that it is not overwritten during a Polaris upgrade.</p>
|
||||
<ol>
|
||||
<li value="1">Open the Administration Explorer, and select <b>File </b>><b> Open </b>><b> Permission Group</b> from the Explorer menu bar. The Polaris Find Tool appears.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>The names of Polaris default permission groups begin with <b>Polaris</b>. To list all the default groups in the results list, search for <b>Polaris*</b>.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Search for the permission group you want to copy.</li>
|
||||
<li value="3">Right-click the permission group in the results list, and select <b>Open</b> from the context menu. The Permission Group workform appears.</li>
|
||||
<li value="4">From the workform menu bar, select <b>File </b>><b> New </b>><b> Permission Group</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img src="copypermgrp_585x438.gif" style="width: 585;height: 438;" alt="" />
|
||||
</p>
|
||||
<p class="indent2">The New Permission Group dialog box appears.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="5">Select <b>Copy Existing Work Form</b>, and click <b>OK</b>. The open permission group workform, including its existing members, is copied to the new permission group.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Permissions are not copied. You must specifically assign them to the new group.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="6">Type a new name for the group in the <b>Group name</b> box. See <a href="Create_a_new_permission_group.htm#XREF_60024_Create_a_group">Create a new permission group</a>.</li>
|
||||
<li value="7">Edit the group description, membership, and permissions as required. See also:<ul type="disc"><li><a href="Manage_members_in_a_permission_group.htm#XREF_67872_Manage_members_in">Manage members in a permission group</a></li><li><a href="Assign_permissions_to_staff_workstation_or_group.htm#XREF_26146_Permission_Search">Assign permissions to staff, workstation, or group</a></li></ul></li>
|
||||
</ol>
|
||||
<ol start="8">
|
||||
<li value="8">Select <b>File</b> > <b>Save</b> to save the new permission group.</li>
|
||||
</ol>
|
||||
<p>For a list of the default groups and the permissions assigned to them, see <a href="../Polaris_Permission_Groups_-_Default_Permissions_Reference.htm#XREF_10120_Working_With">Polaris Permission Groups - Default Permissions Reference</a>.</p>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.8</span></div>
|
||||
<div>
|
||||
<p align="center">
|
||||
<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
||||
/*]]>*/</script>
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
+78
@@ -0,0 +1,78 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Administration |Granting Permissions|Managing Permissions for Staff, Workstations, Groups" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
|
||||
<head>
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
|
||||
<meta charset="utf-8" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDpermiss.fm" /><title>Copy (acquire) permission group memberships</title>
|
||||
<!-- Global site tag (gtag.js) - Google Analytics -->
|
||||
<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Print.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
|
||||
<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/purify.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.config.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/foundation.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/plugins.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/MadCapAll.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script async="" src="https://www.googletagmanager.com/gtag/js?id=G-CFH4DBPHLD">
|
||||
</script>
|
||||
<script>/* <![CDATA[ */
|
||||
window.dataLayer = window.dataLayer || [];
|
||||
function gtag(){dataLayer.push(arguments);}
|
||||
gtag('js', new Date());
|
||||
|
||||
gtag('config', 'G-CFH4DBPHLD');
|
||||
/* ]]> */</script>
|
||||
</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Administration/PDpermiss/Copy_acquire_permission_group_memberships.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
|
||||
</div>
|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1><a name="XREF_32042_Copy_group"></a>Copy (acquire) permission group memberships</h1>
|
||||
<p><a name="kanchor2107"></a><a name="IX_acquiring_memberships"></a><a name="kanchor2108"></a><a name="IX_acquiring_permission_1"></a><a name="kanchor2109"></a><a name="IX_acquiring_permission"></a>To assign permission group memberships to a workstation or staff member by copying them from another workstation or staff member:</p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>You can list the workstation or staff member in the Administration Explorer. See <a href="../PDresourc/List_workstations_in_the_Explorer.htm#XREF_36250_List_collections">List workstations in the Explorer</a> and <a href="../PDresourc/List_staff_members_in_the_Explorer.htm#XREF_71503_List_staff_members">List staff members in the Explorer</a>. Then select <b>Permissions</b> for the workstation or staff member in the tree view of the Explorer. The Permissions view is displayed in the right side of the Explorer.</p>
|
||||
<ol>
|
||||
<li value="1">Select <b>File</b>, <b>Open</b> on the Administration Explorer menu bar, and specify the record type (<b>Staff Member </b>or <b>Workstation</b>) to find. The Polaris Find Tool opens.</li>
|
||||
<li value="2">Search for the administration record.</li>
|
||||
<li value="3">Right-click the record in the results list, and select <b>Open</b> from the context menu. The appropriate workform appears.</li>
|
||||
<li value="4">Select <b>View, Permissions</b> to display the <b>Is Permitted To</b> list and the <b>Membership</b> list. The <b>Membership</b> list shows the permission groups to which the workstation or staff member belongs.</li>
|
||||
<p class="NoteShade"><a name="kanchor2110"></a><a name="IX_viewing_group_membership_1"></a><a name="kanchor2111"></a><a name="IX_membership_list_1"></a><b>Note:<br /></b>When you open the Permissions view of the workform, the <b>Membership</b> list shows all groups to which the workstation or staff member belongs. If you select a permission from the permissions list, and the workstation or staff member has that permission due to permission group membership, the <b>Membership</b> list shows that group. Once a permission is selected, the <b>Membership</b> list no longer displays all the permission groups to which the workstation or staff member belongs. If the workstation or staff member was granted the permission directly, and did not receive the permission as a member of a group, nothing shows in the <b>Membership</b> list when that permission is selected. Click <img src="btnShowGroup_16x16.gif" class="imginline" alt="" style="width: 16;height: 16;" /> (<b>Show my group membership</b>) above the <b>Membership</b> list to re-list all the permission groups to which the workstation or staff member belongs.</p>
|
||||
<li value="5">Click <img src="btnAcqrGroup_16x16.gif" class="imginline" alt="" style="width: 16;height: 16;" /> (Acquire group memberships) above the <b>Membership</b> list. The Polaris Find Tool appears.</li>
|
||||
<li value="6">Search for the workstation or staff member whose permission group memberships you want to copy.</li>
|
||||
<li value="7">In the results list, right-click the workstation or staff member, and choose <b>Select</b> from the context menu. The Permissions view is displayed. The permission groups to which the source workstation or staff member belongs are listed in the <b>Membership</b> list.</li>
|
||||
</ol>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.8</span></div>
|
||||
<div>
|
||||
<p align="center">
|
||||
<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
||||
/*]]>*/</script>
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
+91
@@ -0,0 +1,91 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Administration |Granting Permissions|Managing Permissions for Staff, Workstations, Groups" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
|
||||
<head>
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
|
||||
<meta charset="utf-8" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDpermiss.fm" /><title>Copy (acquire) permission settings</title>
|
||||
<!-- Global site tag (gtag.js) - Google Analytics -->
|
||||
<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Print.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
|
||||
<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/purify.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.config.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/foundation.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/plugins.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/MadCapAll.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script async="" src="https://www.googletagmanager.com/gtag/js?id=G-CFH4DBPHLD">
|
||||
</script>
|
||||
<script>/* <![CDATA[ */
|
||||
window.dataLayer = window.dataLayer || [];
|
||||
function gtag(){dataLayer.push(arguments);}
|
||||
gtag('js', new Date());
|
||||
|
||||
gtag('config', 'G-CFH4DBPHLD');
|
||||
/* ]]> */</script>
|
||||
</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Administration/PDpermiss/Copy_acquire_permission_settings.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
|
||||
</div>
|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1><a name="XREF_56219_Copy_permission"></a>Copy (acquire) permission settings</h1>
|
||||
<p><a name="kanchor2219"></a><a name="IX_acquiring"></a><a name="kanchor2220"></a><a name="IX_copying_5"></a>Only directly-assigned permissions can be acquired from one permission group, workstation, or staff member to another. Permissions that were assigned through group membership cannot be acquired. </p>
|
||||
<p>To assign permissions to a target record by acquiring a set of directly-assigned permissions from another record:</p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>You can list a workstation or staff member in the Administration Explorer (see <a href="../PDresourc/List_workstations_in_the_Explorer.htm#XREF_36250_List_collections">List workstations in the Explorer</a> and <a href="../PDresourc/List_staff_members_in_the_Explorer.htm#XREF_71503_List_staff_members">List staff members in the Explorer</a>), then select <b>Permissions</b> for the workstation or staff member in the tree view of the Explorer. The Permissions view is displayed in the right side of the Explorer.</p>
|
||||
<ol>
|
||||
<li value="1">Select <b>File</b> > <b>Open</b> on the Administration Explorer menu bar, and specify the record type (<b>Permission Group</b>, <b>Staff Member</b>, or <b>Workstation</b>). The Polaris Find Tool opens.</li>
|
||||
<li value="2">Search for the target record.</li>
|
||||
<li value="3">Right-click the record in the results list, and select <b>Open</b> from the context menu. The workform appears.</li>
|
||||
<li value="4">Select <b>View </b>><b> Permissions</b> or click <img alt="btnPermissionsView.gif" style="width: 23;height: 18;" src="btnPermissionsView_23x18.gif" class="imginline" /> to display the <b>Is Permitted To</b> list for the group, staff member, or workstation.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img src="PermissionsAdd_607x473.gif" style="width: 607;height: 473;" alt="" />
|
||||
</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="5">Click <img alt="btnAcquire.gif" style="width: 18.142pt;height: 17.546pt;margin-bottom: -4.000pt;" id="image42" src="btnAcquire.gif" /> (Acquire) above the list. The Polaris Find Tool appears.</li>
|
||||
<li value="6">Search for the group, workstation, or staff member record from which you want to acquire permissions. The Find Tool results list is displayed.</li>
|
||||
<li value="7">In the results list, right-click the record from which you want to acquire permissions, and choose <b>Select</b> from the context menu.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Find Tool closes, and the permissions from the selected record are added to the <b>Is Permitted To</b> list for the target record. The existing permissions remain. Any duplicate permissions from the source record are not copied.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="8">Select <b>File </b>><b> Save</b>.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>To see the effects of your permission changes in the staff client, exit the staff client and log back in.</p>
|
||||
<h4 style="font-weight: bold;font-style: italic;font-size: 11pt;">Related Information</h4>
|
||||
<p><a href="Copy_acquire_permission_group_memberships.htm#XREF_32042_Copy_group">Copy (acquire) permission group memberships</a>
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.8</span></div>
|
||||
<div>
|
||||
<p align="center">
|
||||
<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
||||
/*]]>*/</script>
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
+104
@@ -0,0 +1,104 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Administration |Granting Permissions|Managing Permissions with Permission Groups" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
|
||||
<head>
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
|
||||
<meta charset="utf-8" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDpermiss.fm" /><title>Create a new permission group</title>
|
||||
<!-- Global site tag (gtag.js) - Google Analytics -->
|
||||
<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Print.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
|
||||
<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/purify.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.config.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/foundation.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/plugins.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/MadCapAll.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script async="" src="https://www.googletagmanager.com/gtag/js?id=G-CFH4DBPHLD">
|
||||
</script>
|
||||
<script>/* <![CDATA[ */
|
||||
window.dataLayer = window.dataLayer || [];
|
||||
function gtag(){dataLayer.push(arguments);}
|
||||
gtag('js', new Date());
|
||||
|
||||
gtag('config', 'G-CFH4DBPHLD');
|
||||
/* ]]> */</script>
|
||||
</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Administration/PDpermiss/Create_a_new_permission_group.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
|
||||
</div>
|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1><a name="XREF_60024_Create_a_group"></a>Create a new permission group</h1>
|
||||
<p><a name="kanchor1241"></a><a name="IX_creating_new_4"></a>To add a new permission group to Polaris Administration:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You can also create a permission group by copying an existing group and then editing its members and permissions. <span style="font-size: 11.0pt;">See </span><a href="Copy_a_permission_group.htm#XREF_55164_Copy_a_default">Copy a permission group</a><span style="font-size: 11.0pt;">.</span></p>
|
||||
<p class="NoteShade"><a name="kanchor1242"></a><a name="IX_viewing_history_1"></a><a name="kanchor1243"></a><a name="IX_security_history_1"></a><a name="kanchor1244"></a><a name="IX_viewing_10"></a><b>Tip: <br /></b>If you are setting permissions for the first time, set the Staff Client profile <b>Generate security history</b> to <b>No</b>. After security implementation is complete, set the profile to <b>Yes</b> so you can track changes to permission assignments. See <a href="../PDattribut/Setting_Staff_Client_Profiles.htm#XREF_32735_About_Staff_Client">Setting Staff Client Profiles</a>. To see the security history for a permission, right-click the permission in the <b>Control Record</b> list (Administration Explorer, <b>Security</b>) and select <b>Properties</b> from the context menu.</p>
|
||||
<ol>
|
||||
<li value="1">Open the Administration Explorer, and select <b>File > New > Permission Group</b> from the Explorer menu bar.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img src="explpergrp_617x174.gif" style="width: 617;height: 174;" alt="" />
|
||||
</p>
|
||||
<p class="indent2">The New Permission Group workform appears.</p>
|
||||
<p class="indent2">
|
||||
<img alt="GroupNewWF.gif" style="margin-bottom: 0.000pt;width: 367;height: 275;" id="image16" src="GroupNewWF_367x275.gif" /> </p>
|
||||
<p class="NoteShade"><b><b>Tip: </b><br style="font-weight: normal;" /><span style="font-size: ;font-weight: normal;">If you are creating standard permission groups for multiple libraries and branches, start the name with the organization’s abbreviation, followed by a brief title. The description can specify a standard purpose. This allows you to sort permission groups by their organization (</span><b style="font-weight: bold;"><span style="font-size: ;font-weight: normal;">Name</span></b><span style="font-size: ;font-weight: normal;"> column) or by function (</span><b style="font-weight: bold;"><span style="font-size: ;font-weight: normal;">Description</span></b></b><span style="font-size: ;font-weight: normal;"> column) in the </span>Polaris Find Tool results list.<b></b></p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Type a unique name for this permission group in the <b>Group name</b> box.</li>
|
||||
<li value="3">Specify the purpose of the group in the <b>Description</b> box.</li>
|
||||
<li value="4">Identify the staff members, workstations, and organizations that are members of this permission group. For details, see <a href="Manage_members_in_a_permission_group.htm#XREF_67872_Manage_members_in">Manage members in a permission group</a>.</li>
|
||||
</ol>
|
||||
<ul type="disc">
|
||||
<li>To add the system organization, click <img alt="btnSystem.gif" style="margin-bottom: -5.000pt;width: 20;height: 19;" id="image17" src="btnSystem_20x19.gif" />.</li>
|
||||
<li>To add a library, click <img alt="btnLibrary.gif" style="margin-bottom: -5.000pt;width: 20;height: 19;" id="image18" src="btnLibrary_20x19.gif" />.</li>
|
||||
<li>To add a branch, click <img alt="btnBranch.gif" style="margin-bottom: -5.000pt;width: 20;height: 19;" id="image19" src="btnBranch_20x19.gif" />.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note: <br /></b>Adding an organization (system, library, branch) to a permission group means that every staff member and workstation directly assigned to the organization has the permissions granted to the group. The <b>Organization</b> box on the Staff workform and the <b>Parent Branch</b> box on the Workstation workform define where the staff member or workstation is directly assigned.</p>
|
||||
<ul type="disc">
|
||||
<li>To add a workstation, click <img alt="btnWrkStatn.gif" style="margin-bottom: -5.000pt;width: 20;height: 19;" id="image20" src="btnWrkStatn_20x19.gif" />.</li>
|
||||
<li>To add a staff member, click <img alt="btnStaff.gif" style="margin-bottom: -5.000pt;width: 20;height: 19;" id="image21" src="btnStaff_20x19.gif" />.</li>
|
||||
</ul>
|
||||
<ol start="5">
|
||||
<li value="5">Select <b>View, Permissions</b> and click <img alt="Add button" style="margin-bottom: -5.000pt;width: 20;height: 19;" id="image22" src="btnAdd_20x19.gif" title="Add button" /> above the <b>Is Permitted To</b> list to add permissions to the group. For details, see <a href="Assign_permissions_to_staff_workstation_or_group.htm#XREF_57617_Assign_permissions">Assign permissions to staff, workstation, or group</a>.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>The left side of the Permissions view displays the currently-assigned permissions (if any). When you select a permission that is organization-specific, the organizations are loaded on the right side.</p>
|
||||
<p class="indent2">
|
||||
<img alt="PermsGroupAdd.gif" style="margin-bottom: 0.000pt;width: 453;height: 351;" id="image23" src="PermsGroupAdd_453x351.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="6">Select <b>File > Save</b> to add the new permission group.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>To see the effects of your permission changes in the staff client, exit the staff client and log back in.</p>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.8</span></div>
|
||||
<div>
|
||||
<p align="center">
|
||||
<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
||||
/*]]>*/</script>
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
+2136
File diff suppressed because it is too large
Load Diff
+90
@@ -0,0 +1,90 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Administration " data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
|
||||
<head>
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
|
||||
<meta charset="utf-8" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDpermiss.fm" /><title>Granting Permissions</title>
|
||||
<!-- Global site tag (gtag.js) - Google Analytics -->
|
||||
<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Print.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
|
||||
<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/purify.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.config.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/foundation.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/plugins.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/MadCapAll.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script async="" src="https://www.googletagmanager.com/gtag/js?id=G-CFH4DBPHLD">
|
||||
</script>
|
||||
<script>/* <![CDATA[ */
|
||||
window.dataLayer = window.dataLayer || [];
|
||||
function gtag(){dataLayer.push(arguments);}
|
||||
gtag('js', new Date());
|
||||
|
||||
gtag('config', 'G-CFH4DBPHLD');
|
||||
/* ]]> */</script>
|
||||
</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Administration/PDpermiss/Granting_Permissions.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
|
||||
</div>
|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1><a name="XREF_17585_Granting"></a>Granting Permissions</h1>
|
||||
<p><a name="kanchor5056"></a><a name="IX_See_also_permissions"></a><a name="kanchor5057"></a><a name="IX_overview_104"></a>Polaris permissions control who can access, create, modify, or delete specific record types and who can perform specific tasks in Polaris. Most permissions that control access to and modification of record types are set for the organization that owns the specific record. Permissions that control the ability to do specific tasks are typically set at the system level. </p>
|
||||
<p>You can set up permissions based on the needs of the organizations in your system, and the tasks that staff members are expected to do. To allow administrators to control all records and functions in Polaris, you can set up certain staff members as “Superusers” or add these staff members to the Administrator permission group. </p>
|
||||
<p>Using the fine level of control available in Polaris permissions, your library can effectively manage the specific tasks your staff members can perform in Polaris. The flexibility of Polaris permissions provides libraries options to accommodate various staff responsibilities, such as:</p>
|
||||
<ul>
|
||||
<li>Check-out clerks cannot override circulation blocks, but the supervisor does have permission to override these blocks.</li>
|
||||
<li>Staff members at a large library system rotate among different branches. The staff members have a set of permissions that are the same for all but one branch. The one branch is more restrictive with the permissions granted to rotating staff.</li>
|
||||
<li>Senior catalogers have permissions to maintain authority records used by the entire library system. All other catalogers have permission to access the headings used in bibliographic records, but they cannot add any headings or change existing ones.</li>
|
||||
<li>The library system has a central acquisitions department, but individual branches maintain their own selection lists. The central acquisitions department can access each branch's selection lists, but only specific staff members at the branch can modify the lists.</li>
|
||||
<li>Each member library in a consortium prefers to keep its fund structure private. Libraries cannot view (access) each other’s fund records.</li>
|
||||
</ul>
|
||||
<p><a name="kanchor5058"></a><a name="IX_supervisor_override"></a>When a staff member does not have the appropriate permission to do a patron services or circulation task, a permission block message appears. You can allow specific staff members (typically supervisors) to override certain permission blocks so the blocked staff member can continue the task. Set the following profiles for staff members as appropriate: <b>Override acquisitions blocks</b>; <b>Override serials blocks</b>;<b> Override cataloging blocks</b>;<b> Override patron services blocks</b>; and <b>Find Tool: Override SQL search blocks.</b></p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="Permission_Strategies.htm#XREF_43104_Managing">Permission Strategies</a>
|
||||
</li>
|
||||
<li><a href="Managing_Organization_Security.htm#XREF_64276_Working_with">Managing Organization Security</a>
|
||||
</li>
|
||||
<li><a href="Managing_Permissions_with_Permission_Groups.htm#XREF_42964_Working_With_Groups">Managing Permissions with Permission Groups</a>
|
||||
</li>
|
||||
<li><a href="Managing_Permissions_for_Staff_Workstations_Groups.htm#XREF_18636_Giving_Permissions">Managing Permissions for Staff, Workstations, Groups</a>
|
||||
</li>
|
||||
<li><a href="Setting_Administration_Permissions.htm#XREF_18386_Setting">Setting Administration Permissions</a>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.8</span></div>
|
||||
<div>
|
||||
<p align="center">
|
||||
<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
||||
/*]]>*/</script>
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
+105
@@ -0,0 +1,105 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Administration |Granting Permissions|Managing Permissions with Permission Groups" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
|
||||
<head>
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
|
||||
<meta charset="utf-8" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" /><title>Manage members in a permission group</title>
|
||||
<!-- Global site tag (gtag.js) - Google Analytics -->
|
||||
<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Print.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
|
||||
<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/purify.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.config.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/foundation.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/plugins.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/MadCapAll.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script async="" src="https://www.googletagmanager.com/gtag/js?id=G-CFH4DBPHLD">
|
||||
</script>
|
||||
<script>/* <![CDATA[ */
|
||||
window.dataLayer = window.dataLayer || [];
|
||||
function gtag(){dataLayer.push(arguments);}
|
||||
gtag('js', new Date());
|
||||
|
||||
gtag('config', 'G-CFH4DBPHLD');
|
||||
/* ]]> */</script>
|
||||
</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Administration/PDpermiss/Manage_members_in_a_permission_group.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
|
||||
</div>
|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1><a name="XREF_67872_Manage_members_in"></a>Manage members in a permission group</h1>
|
||||
<p><a name="kanchor2217"></a><a name="IX_adding_and_removing"></a>To add and remove group members:</p>
|
||||
<ol>
|
||||
<li value="1">Select <b>File > Open > Permission Group</b> on the Administration Explorer menu bar to display the Polaris Find Tool.</li>
|
||||
<li value="2">Search for the group for which you want to change membership.</li>
|
||||
<li value="3">Right-click the group in the results list, and select <b>Open</b> from the context menu. The Permission Group workform appears.</li>
|
||||
<li value="4">On the General view, select the type of member to add:</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img src="GroupAddMember.gif" alt="" />
|
||||
</p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>You can right-click in the Group Members list, and select the member type from the context menu.</p>
|
||||
<ul type="disc">
|
||||
<li>To add the system organization, click <img src="btnSystem_16x16.gif" class="imginline" alt="" style="width: 16;height: 16;" />.</li>
|
||||
<li>To add a library, click <img src="btnLibrary_16x16.gif" class="imginline" alt="" style="width: 16;height: 16;" />.</li>
|
||||
<li>To add a branch, click <img src="btnBranch_16x16.gif" class="imginline" alt="" style="width: 16;height: 16;" />.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note: <br /></b>Adding an organization (system, library, branch) to a group means that every staff member and workstation directly assigned to the organization has the permissions granted to the group. The <b>Organization</b> box on the Staff workform and the <b>Parent Branch</b> box on the Workstation workform define where the staff member or workstation is directly assigned.</p>
|
||||
<ul type="disc">
|
||||
<li>To add a workstation, click <img src="btnWrkStatn_16x16.gif" class="imginline" alt="" style="width: 16;height: 16;" />.</li>
|
||||
<li>To add a staff member, click <img src="btnStaff_16x16.gif" class="imginline" alt="" style="width: 16;height: 16;" />.</li>
|
||||
</ul>
|
||||
<p class="indent2">The Polaris Find Tool appears. The record type you selected is displayed in the <b>Object</b> box.</p>
|
||||
<ol start="5">
|
||||
<li value="5">In the <b>For</b> box, type the name of the staff member, workstation, or organization that you want to add as a member of the group, and click <b>Search</b>. The results list is displayed.</li>
|
||||
<li value="6">From the results list, select the staff members, workstations, or organizations you want to add to the group. Use <b>SHIFT</b> or <b>CTRL</b> to select multiple items.</li>
|
||||
<li value="7">Right-click in the results list, and choose <b>Select</b> from the context menu. The Permission Group workform is displayed, and the selected staff members, workstations, or organizations are listed in the <b>Group Members</b> list.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>When you add a staff member or workstation to a permission group, Polaris compares permissions directly assigned to the staff member or workstation with the permissions of the group. If a duplicate permission is found, the permission from the group automatically replaces the directly-assigned permission. However, when you add an entire organization to a group, the duplicate permission check is not done on staff members or workstations assigned to the organization.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="8">To remove a member from the permission group, select the names you want to remove, and click <img src="btnRemove_16x16.gif" class="imginline" alt="" style="width: 16;height: 16;" /> above the <b>Group Members</b> list.</li>
|
||||
</ol>
|
||||
<p class="indent2">When staff members and workstations are removed from a permission group, they lose the permissions they gained from the group. If duplicate directly-assigned permissions were removed when the staff members or workstations were added to the group, the permissions are not restored when the staff members or workstations are removed from the group.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="9">Select <b>File </b>><b> Save</b> to save your changes to the <b>Group Members</b> list.</li>
|
||||
</ol>
|
||||
<h4>Related Information</h4>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Manage group memberships for a staff member, workstation, or organization from the workform</span> - See <a href="Manage_permission_group_membership.htm#XREF_45731_Manage_group">Manage permission group membership</a>.</li>
|
||||
<li><span class="FM_BulletHead">Acquire group memberships from other staff members or workstations</span> - See <a href="Copy_acquire_permission_group_memberships.htm#XREF_32042_Copy_group">Copy (acquire) permission group memberships</a>.</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.8</span></div>
|
||||
<div>
|
||||
<p align="center">
|
||||
<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
||||
/*]]>*/</script>
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
+132
@@ -0,0 +1,132 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Administration |Granting Permissions|Managing Organization Security" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
|
||||
<head>
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
|
||||
<meta charset="utf-8" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDpermiss.fm" /><title>Manage organization security settings</title>
|
||||
<!-- Global site tag (gtag.js) - Google Analytics -->
|
||||
<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Print.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
|
||||
<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/purify.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.config.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/foundation.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/plugins.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/MadCapAll.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script async="" src="https://www.googletagmanager.com/gtag/js?id=G-CFH4DBPHLD">
|
||||
</script>
|
||||
<script>/* <![CDATA[ */
|
||||
window.dataLayer = window.dataLayer || [];
|
||||
function gtag(){dataLayer.push(arguments);}
|
||||
gtag('js', new Date());
|
||||
|
||||
gtag('config', 'G-CFH4DBPHLD');
|
||||
/* ]]> */</script>
|
||||
</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Administration/PDpermiss/Manage_organization_security_settings.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
|
||||
</div>
|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1><a name="XREF_87166_Review_security"></a>Manage organization security settings</h1>
|
||||
<p><a name="kanchor201"></a><a name="IX_removing_assignments"></a><a name="kanchor202"></a><a name="IX_adding_assignments"></a><a name="kanchor203"></a><a name="IX_listing_for_an"></a><a name="kanchor204"></a><a name="IX_reviewing_settings"></a>To see the staff members, workstations, and permission groups that have permissions to do specific tasks for an organization, and to add or remove permissions assignments.</p>
|
||||
<p class="NoteShade"><a name="kanchor205"></a><a name="IX_viewing_history"></a><a name="kanchor206"></a><a name="IX_security_history"></a><a name="kanchor207"></a><a name="IX_viewing_9"></a><b>Tip: <br /></b>If you are setting permissions for the first time, set the Staff Client profile <b>Generate security history</b> to <b>No</b>. After security implementation is complete, set the profile to <b>Yes</b> so you can track changes to permission assignments. See <a href="../PDattribut/Setting_Staff_Client_Profiles.htm#XREF_32735_About_Staff_Client">Setting Staff Client Profiles</a>. To see the security history for a permission, right-click the permission in the <b>Control Record</b> list and select <b>Properties</b> from the context menu.</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, expand the organization for which you want to review permission assignments.</li>
|
||||
<li value="2">Select <b>Security</b> under the organization name. The Security view appears in the details pane.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img src="SecurityView_560x393.gif" style="width: 560;height: 393;" alt="" />
|
||||
</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">In the <b>Control Record</b> list, select the permission for which you want to review assignments by doing the following actions:</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Tip: <br /></b>To display all the permissions for a subsystem, select the subsystem name in the <b>Control Record</b> list, and press <b>SHIFT+ALT+</b>* (use the * key on the numeric keypad). You can use the up and down arrow keys to review the assignments for the expanded subsystem permissions.</p>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">Expand the appropriate folder. The list of permission categories (control records) for the selected subsystem is displayed under the subsystem name.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img src="PermCats_556x370.gif" style="width: 556;height: 370;" alt="" />
|
||||
</p>
|
||||
<ol style="list-style-type: lower-alpha;" data-mc-continue="true">
|
||||
<li value="2">Expand the permission category for the permission you want to review. The list of permissions for the selected permission category is displayed under the category.</li>
|
||||
<li value="3">Select the permission. The permission groups, workstations, and staff members that have the selected permission for the organization are displayed in the <b>Individuals With Permissions</b> list.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img src="PermissionSelect_564x376.gif" style="width: 564;height: 376;" alt="" />
|
||||
</p>
|
||||
<ol start="4">
|
||||
<li value="4">To view additional information about the permission or the assigned “individuals,” do any of the following actions:</li>
|
||||
</ol>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Display the properties of the selected permission</span> - Right-click a permission, and select <b>Properties</b>.</li>
|
||||
<li><span class="FM_BulletHead">Display a permission group, workstation, or staff member record</span> - Select the record you want to view, and click <img alt="btnOpen.gif" style="margin-bottom: -4.000pt;width: 23;height: 20;" id="image13" src="btnOpen_23x20.gif" /> in the <b>Individuals With Permissions</b> list tool bar. The record opens.</li>
|
||||
<li><span class="FM_BulletHead">Display the properties of a permission group, workstation, or staff member record without opening the record</span> - Select the record, and click <img alt="btnProperty.gif" style="margin-bottom: -4.000pt;width: 23;height: 20;" id="image14" src="btnProperty_23x20.gif" /> in the <b>Individuals With Permissions</b> list tool bar.</li>
|
||||
</ul>
|
||||
<ol start="5">
|
||||
<li value="5">To assign a selected permission, follow these steps:</li>
|
||||
</ol>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">Click <b>Assign</b> to display the Assign menu.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img src="PermsAssign_572x310.gif" style="width: 572;height: 310;" alt="" />
|
||||
</p>
|
||||
<ol style="list-style-type: lower-alpha;" data-mc-continue="true">
|
||||
<li value="2">Select <b>Permission</b> <b>Group</b>, <b>Workstation</b>, or <b>Staff Member</b>. The Polaris Find Tool appears.</li>
|
||||
<li value="3">Specify the search criteria, and click <b>Search</b>.</li>
|
||||
<li value="4">From the results list, select the permission group, workstation, or staff member to which you want to give the permission, and choose <b>Select</b> from the context menu. To select multiple items from the results list, press <b>CTRL</b> while you select the items.</li>
|
||||
</ol>
|
||||
<p class="indent2">The selections are displayed in the <b>Individuals With Permission</b> list.</p>
|
||||
<ol start="6">
|
||||
<li value="6">To remove assignments for a selected permission, do these steps:</li>
|
||||
</ol>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">From the <b>Individuals with Permission</b> list, select the permission groups, staff members, and workstations you want to remove. To select multiple items, press <b>CTRL</b> while you select the items.</li>
|
||||
<li value="2">Click <b>Remove</b> in the <b>Individuals with Permission</b> tool bar. The selections are removed from the list, and no longer have the permission assignment.</li>
|
||||
</ol>
|
||||
<ol start="7">
|
||||
<li value="7">If you changed the permission assignments, select <b>File </b>><b> Save</b> to record the changes.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>To see the effects of any permission changes in the staff client, exit the staff client and log back in.</p>
|
||||
<h4 style="font-style: italic;font-weight: bold;font-size: 11pt;">Related Information</h4>
|
||||
<ul type="disc">
|
||||
<li><a href="../PDFTPermRef/Find_Tool_Permissions_Reference.htm#XREF_22851_System">Find Tool Permissions Reference</a>
|
||||
</li>
|
||||
<li><span class="FM_BulletHead">View all permissions for a specific staff member, workstation, or permission group</span> - Open the appropriate workform and select <b>View</b> > <b>Permissions</b>. See <a href="Managing_Permissions_for_Staff_Workstations_Groups.htm#XREF_18636_Giving_Permissions">Managing Permissions for Staff, Workstations, Groups</a>.</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.8</span></div>
|
||||
<div>
|
||||
<p align="center">
|
||||
<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
||||
/*]]>*/</script>
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
+85
@@ -0,0 +1,85 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Administration |Granting Permissions|Managing Permissions for Staff, Workstations, Groups" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
|
||||
<head>
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
|
||||
<meta charset="utf-8" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" /><title>Manage permission group membership</title>
|
||||
<!-- Global site tag (gtag.js) - Google Analytics -->
|
||||
<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Print.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
|
||||
<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/purify.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.config.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/foundation.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/plugins.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/MadCapAll.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script async="" src="https://www.googletagmanager.com/gtag/js?id=G-CFH4DBPHLD">
|
||||
</script>
|
||||
<script>/* <![CDATA[ */
|
||||
window.dataLayer = window.dataLayer || [];
|
||||
function gtag(){dataLayer.push(arguments);}
|
||||
gtag('js', new Date());
|
||||
|
||||
gtag('config', 'G-CFH4DBPHLD');
|
||||
/* ]]> */</script>
|
||||
</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Administration/PDpermiss/Manage_permission_group_membership.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
|
||||
</div>
|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1><a name="XREF_45731_Manage_group"></a>Manage permission group membership</h1>
|
||||
<p><a name="kanchor4366"></a><a name="IX_editing_group_memberships_2"></a><a name="kanchor4367"></a><a name="IX_editing_group_memberships_1"></a><a name="kanchor4368"></a><a name="IX_editing_group_memberships"></a>To add or remove permission group memberships for an organization, workstation or staff member:</p>
|
||||
<ol>
|
||||
<li value="1">Select <b>File</b> > <b>Open</b> on the Administration Explorer menu bar, and specify the record type (<b>Library</b>, <b>Branch</b>, <b>Staff Member,</b> or <b>Workstation</b>) to find. The Polaris Find Tool opens.</li>
|
||||
<li value="2">Search for the record.</li>
|
||||
<li value="3">Right-click the record in the results list, and select <b>Open</b> from the context menu. The workform appears.</li>
|
||||
<li value="4">Select <b>View </b>><b> Permissions</b> to display the <b>Is Permitted To</b> list and the <b>Membership</b> list. The <b>Membership</b> list shows the groups to which the organization, workstation, or staff member belongs.</li>
|
||||
<p class="NoteShade"><a name="kanchor4369"></a><a name="IX_viewing_group_membership"></a><a name="kanchor4370"></a><a name="IX_membership_list"></a><b>Note:<br /></b>When you open the Permissions view of the workform, the <b>Membership</b> list shows all permission groups to which the organization, workstation, or staff member belongs. But if you select a permission from the permissions list, and the organization, workstation, or staff member has that permission due to group membership, the <b>Membership</b> list shows that permission group. Once a permission is selected, the <b>Membership</b> list no longer displays all the permission groups to which the organization, workstation, or staff member belongs. If the permission was granted to the organization, workstation, or staff member directly, and not received as a member of a group, nothing shows in the <b>Membership</b> list when that permission is selected. <br />Click <img src="btnShowGroup_16x16.gif" class="imginline" alt="" style="width: 16;height: 16;" /> (<b>Show my group membership</b>) above the <b>Membership</b> list to re-list all the groups to which the organization, workstation, or staff member belongs.</p>
|
||||
</ol>
|
||||
<p>To add the organization, workstation, or staff member to a permission group:</p>
|
||||
<ol>
|
||||
<li value="1">Click <img src="btnAdd_16x16.gif" class="imginline" alt="Add button" title="Add button" style="width: 16;height: 16;" /> above the <b>Membership</b> list.</li>
|
||||
<img src="MemberAdd.gif" alt="" /> 
|
||||
<p>The Polaris Find Tool appears.</p><li value="2">Search for the group to which you want to add the record.</li><p class="NoteShade"><b>Tip: <br /></b>You can sort the results list by clicking a column heading.</p><li value="3">In the results list, right-click the group, and choose <b>Select</b> from the context menu. Use <b>SHIFT</b> or <b>CTRL</b> to select multiple permission groups. </li><p>The Permissions view is displayed, and the selected permission group is listed in the <b>Membership</b> list.</p><li value="4">To remove the record from a permission group, select the group from which you want to remove the record, and click <img src="btnRemove.gif" alt="" /> above the <b>Membership</b> list. The selected permission group is removed from the <b>Membership</b> list, and the organization, workstation, or staff member loses all the permissions that were assigned by membership in that permission group.</li><li value="5">Select <b>File </b>><b> Save</b>.</li></ol>
|
||||
<h4>Related Information</h4>
|
||||
<ul>
|
||||
<li><a href="Managing_Permissions_with_Permission_Groups.htm#XREF_42964_Working_With_Groups">Managing Permissions with Permission Groups</a>
|
||||
</li>
|
||||
<li><a href="Manage_members_in_a_permission_group.htm#XREF_67872_Manage_members_in">Manage members in a permission group</a>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.8</span></div>
|
||||
<div>
|
||||
<p align="center">
|
||||
<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
||||
/*]]>*/</script>
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
+81
@@ -0,0 +1,81 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Administration |Granting Permissions" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
|
||||
<head>
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
|
||||
<meta charset="utf-8" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" /><title>Managing Organization Security</title>
|
||||
<!-- Global site tag (gtag.js) - Google Analytics -->
|
||||
<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Print.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
|
||||
<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/purify.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.config.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/foundation.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/plugins.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/MadCapAll.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script async="" src="https://www.googletagmanager.com/gtag/js?id=G-CFH4DBPHLD">
|
||||
</script>
|
||||
<script>/* <![CDATA[ */
|
||||
window.dataLayer = window.dataLayer || [];
|
||||
function gtag(){dataLayer.push(arguments);}
|
||||
gtag('js', new Date());
|
||||
|
||||
gtag('config', 'G-CFH4DBPHLD');
|
||||
/* ]]> */</script>
|
||||
</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Administration/PDpermiss/Managing_Organization_Security.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
|
||||
</div>
|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1><a name="XREF_64276_Working_with"></a>Managing Organization Security</h1>
|
||||
<p><a name="kanchor679"></a><a name="IX_See_permissions"></a><a name="kanchor680"></a><a name="IX_security_setting"></a><a name="kanchor681"></a><a name="IX_overview_105"></a>Using the Security view on the Administration Explorer, you can list all the permissions available at each organizational level in Polaris. You can grant permissions at the system level for administration and centralized functions, and each library and branch can identify who is allowed to use the organization’s records. In one step, you can add or remove multiple staff members, workstations, or permission groups for a selected permission at a particular organization.</p>
|
||||
<p>In the Security view, the <b>Control Record</b> list displays all the permissions available for that level, organized in subsystem folders. The <b>Individuals with Permission</b> list displays all the staff members, workstations, and permission groups that have a selected permission.</p>
|
||||
<p class="indent2">
|
||||
<img src="dSecurityVu_600x289.gif" style="width: 600;height: 289;" alt="" />
|
||||
</p>
|
||||
<p>Icons identify the following permission holders:</p>
|
||||
<ul>
|
||||
<li>
|
||||
<img alt="dIcnStaf.gif" style="width: 13.776pt;height: 16.016pt;margin-bottom: -4.000pt;" id="image7" src="dIcnStaf.gif" /> - Staff member</li>
|
||||
<li>
|
||||
<img alt="dIcnWorkStatn.gif" style="width: 13.776pt;height: 16.016pt;margin-bottom: -4.000pt;" id="image8" src="dIcnWorkStatn.gif" /> - Workstation</li>
|
||||
<li>
|
||||
<img alt="dIcnGrp.gif" style="width: 13.026pt;height: 14.516pt;margin-bottom: -2.500pt;" id="image9" src="dIcnGrp.gif" /> - Permission Group</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note: <br /></b>Entire organizations may have permissions based on permission group membership. The Permissions view for an organization lists the permissions that are granted to the specific organization due to its membership in a permission group. See <a href="Managing_Permissions_with_Permission_Groups.htm#XREF_42964_Working_With_Groups">Managing Permissions with Permission Groups</a>.</p>
|
||||
<p>See also: <a href="Manage_organization_security_settings.htm#XREF_87166_Review_security">Manage organization security settings</a></p>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.8</span></div>
|
||||
<div>
|
||||
<p align="center">
|
||||
<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
||||
/*]]>*/</script>
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
+165
@@ -0,0 +1,165 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Administration |Granting Permissions" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
|
||||
<head>
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
|
||||
<meta charset="utf-8" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" /><title>Managing Permissions for Staff, Workstations, Groups</title>
|
||||
<!-- Global site tag (gtag.js) - Google Analytics -->
|
||||
<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Print.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
|
||||
<link href="../../../Resources/TableStyles/BlueHeader.css" rel="stylesheet" data-mc-stylesheet-type="table" />
|
||||
<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/purify.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.config.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/foundation.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/plugins.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/MadCapAll.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script async="" src="https://www.googletagmanager.com/gtag/js?id=G-CFH4DBPHLD">
|
||||
</script>
|
||||
<script>/* <![CDATA[ */
|
||||
window.dataLayer = window.dataLayer || [];
|
||||
function gtag(){dataLayer.push(arguments);}
|
||||
gtag('js', new Date());
|
||||
|
||||
gtag('config', 'G-CFH4DBPHLD');
|
||||
/* ]]> */</script>
|
||||
</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Administration/PDpermiss/Managing_Permissions_for_Staff_Workstations_Groups.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
|
||||
</div>
|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1><a name="XREF_18636_Giving_Permissions"></a>Managing Permissions for Staff, Workstations, Groups</h1>
|
||||
<p><a name="kanchor4320"></a><a name="IX_managing_for_staff"></a>The Permissions view for a specific group, staff member, or workstation lists all the permissions that have been assigned to the record. You can add or remove multiple permissions that apply to several organizations in a single operation. You can also see which permissions are directly assigned and which permissions are assigned through group membership. The Permissions view also lists the groups in which a staff member or workstation is a member. You can change the group membership by adding memberships, copying group memberships from another record, or removing group memberships.</p>
|
||||
<p>You can display the Permissions view by selecting <b>Permissions</b> under a workstation or staff member in the Administration Explorer tree view, or by selecting <b>View, Permissions</b> in a workform. To work with a permission group record, you must open the Permission Group workform.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>To work with workstation, staff, and Permission Group permissions, you must have <b>Access</b> and <b>Modify</b> permissions for the appropriate record type (including Permission Groups) and for <b>Object/task control record</b>.</p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="#XREF_51980_Sorting_and">Finding Permissions</a>
|
||||
</li>
|
||||
<li><a href="Assign_permissions_to_staff_workstation_or_group.htm#XREF_26146_Permission_Search">Assign permissions to staff, workstation, or group</a>
|
||||
</li>
|
||||
<li><a href="Copy_acquire_permission_settings.htm#XREF_56219_Copy_permission">Copy (acquire) permission settings</a>
|
||||
</li>
|
||||
<li><a href="Manage_permission_group_membership.htm#XREF_45731_Manage_group">Manage permission group membership</a>
|
||||
</li>
|
||||
<li><a href="Copy_acquire_permission_group_memberships.htm#XREF_32042_Copy_group">Copy (acquire) permission group memberships</a>
|
||||
</li>
|
||||
<li><a href="Remove_directly-assigned_permissions.htm#XREF_59605_Remove_permissions">Remove directly-assigned permissions</a>
|
||||
</li>
|
||||
<li><a href="Remove_selected_group-assigned_permissions.htm#XREF_76499_Remove_group">Remove selected group-assigned permissions</a>
|
||||
</li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Finding_Permissions"></a><a name="XREF_51980_Sorting_and"></a>Finding Permissions</h2>
|
||||
<p><a name="kanchor4321"></a><a name="IX_Find_Tool_searches"></a>To find permissions, first open the Staff, Workstation, or Permission Group workform, go to the Permissions view, and click <img src="btnAdd_16x16.gif" class="imginline" title="Add button" alt="Add button" style="width: 16;height: 16;" />. See <a href="Assign_permissions_to_staff_workstation_or_group.htm#XREF_26146_Permission_Search">Assign permissions to staff, workstation, or group</a>. You can use the Find Tool options to do precise searches and sort the permissions.</p>
|
||||
<p class="NoteShade"><b>Example:<br /></b>Find all permissions related to Community Library’s bibliographic records:<br /><b>Object = Permissions<br />By</b> = <b>Control Record Name<br />Type</b> = <b>Exact match (implicitly truncated)<br />For = *bib<br />Limit by: Organization, Community Library</b></p>
|
||||
<p class="indent2">
|
||||
<img src="FindPerm_486x318.gif" style="width: 486;height: 318;" alt="" />
|
||||
</p>
|
||||
<p>You can search for permissions using the following access points and values. These same access points are also available as <b>Limit by</b> filters in the Find Tool.</p>
|
||||
<table style="border-spacing: 0;padding-left: 3.00pt;padding-top: 4.00pt;padding-right: 3.00pt;padding-bottom: 3.00pt;float: alignleft;mc-table-style: url('../../../Resources/TableStyles/BlueHeader.css');margin-left: 0;margin-right: auto;width: 100%;" class="TableStyle-BlueHeader" cellspacing="1">
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" style="width: 1.5in;" />
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" style="width: 1.5in;" />
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" style="width: 1.5in;" />
|
||||
<thead>
|
||||
<tr class="TableStyle-BlueHeader-Head-Header1">
|
||||
<th class="TableStyle-BlueHeader-HeadE-Column1-Header1">
|
||||
<p class="FM_TableHeading">Search By</p>
|
||||
<p class="FM_TableHeading">(mnemonic)</p>
|
||||
</th>
|
||||
<th class="TableStyle-BlueHeader-HeadE-Column1-Header1">
|
||||
<p class="FM_TableHeading">Purpose</p>
|
||||
</th>
|
||||
<th class="TableStyle-BlueHeader-HeadD-Column1-Header1">
|
||||
<p class="FM_TableHeading">Values</p>
|
||||
</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr style="height: 83.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 66.454pt;border-left-style: double;border-left-width: 3px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Control Record Name</p>
|
||||
<p class="FM_TableBody">(CRN)</p>
|
||||
</td>
|
||||
<td style="width: 136.204pt;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Finds permissions by their control record name (the category name listed in the Security view of the Administration Explorer). This search finds both object and task permissions. </p>
|
||||
</td>
|
||||
<td style="width: 238.205pt;border-right-style: double;border-right-width: 3px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Type the name of any permission control record in the <b>For</b> box. Examples: <b>Bibliographic records, Item records, Renew items, Modify <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">free days<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>A value applied at normal and bulk check-in, renewal, and offline that allows you to omit a specified number of days from the overdue fine calculation.</span></a></b>.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 30.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 66.454pt;border-left-style: double;border-left-width: 3px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Organization</p>
|
||||
<p class="FM_TableBody">(ORG)</p>
|
||||
</td>
|
||||
<td style="width: 136.204pt;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Finds permissions that can be set by an organization.</p>
|
||||
</td>
|
||||
<td style="width: 238.205pt;border-right-style: double;border-right-width: 3px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Type an organization name in the <b>For</b> box.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 87.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 66.454pt;border-left-style: double;border-left-width: 3px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Permission Name</p>
|
||||
<p class="FM_TableBody">(PNAME)</p>
|
||||
</td>
|
||||
<td style="width: 136.204pt;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p class="FM_TableBody">Finds permissions by their action type.</p>
|
||||
</td>
|
||||
<td style="width: 238.205pt;border-right-style: double;border-right-width: 3px;border-right-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p class="FM_TableBody">Any text in the <b>For</b> box is valid.</p>
|
||||
<p class="FM_TableBody"><span class="FM_BulletHead">Common actions: </span>Access, Allow, Create, Delete, Modify.</p>
|
||||
<p class="FM_TableBody"><span class="FM_BulletHead">Less common actions: </span>Adjust, Approve, Cancel, Change, Check-in, Convert, Credit, Deny, Display, Override, Pay, Print, Renew, Release, Send, Transfer, Uncheck-in.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height: 52.00pt;" class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td style="width: 66.454pt;border-left-style: double;border-left-width: 3px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: double;border-bottom-width: 3px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyB-Column1-Body1">
|
||||
<p class="FM_TableBody">Subsystem</p>
|
||||
<p class="FM_TableBody">(SUBSYS)</p>
|
||||
</td>
|
||||
<td style="width: 136.204pt;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-bottom-style: double;border-bottom-width: 3px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyB-Column1-Body1">
|
||||
<p class="FM_TableBody">Finds permissions by their associated subsystem. </p>
|
||||
</td>
|
||||
<td style="width: 238.205pt;border-right-style: double;border-right-width: 3px;border-right-color: #000000;border-bottom-style: double;border-bottom-width: 3px;border-bottom-color: #000000;vertical-align: top;padding-left: 6.00pt;padding-top: 3.00pt;padding-right: 6.00pt;padding-bottom: 3.00pt;" class="TableStyle-BlueHeader-BodyA-Column1-Body1">
|
||||
<p class="FM_TableBody">Type any of the following names in the <b>For</b> box: </p>
|
||||
<p class="FM_TableBody">Acquisitions, Cataloging, Circulation, Public Access Catalog, System Administration, Serials, Find Tool, Polaris Fusion</p>
|
||||
</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.8</span></div>
|
||||
<div>
|
||||
<p align="center">
|
||||
<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
||||
/*]]>*/</script>
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
+120
@@ -0,0 +1,120 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Administration |Granting Permissions" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
|
||||
<head>
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
|
||||
<meta charset="utf-8" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" /><title>Managing Permissions with Permission Groups</title>
|
||||
<!-- Global site tag (gtag.js) - Google Analytics -->
|
||||
<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Print.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
|
||||
<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/purify.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.config.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/foundation.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/plugins.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/MadCapAll.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script async="" src="https://www.googletagmanager.com/gtag/js?id=G-CFH4DBPHLD">
|
||||
</script>
|
||||
<script>/* <![CDATA[ */
|
||||
window.dataLayer = window.dataLayer || [];
|
||||
function gtag(){dataLayer.push(arguments);}
|
||||
gtag('js', new Date());
|
||||
|
||||
gtag('config', 'G-CFH4DBPHLD');
|
||||
/* ]]> */</script>
|
||||
</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Administration/PDpermiss/Managing_Permissions_with_Permission_Groups.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
|
||||
</div>
|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1><a name="XREF_42964_Working_With_Groups"></a>Managing Permissions with Permission Groups</h1>
|
||||
<p><a name="kanchor3493"></a><a name="IX_setting_permissions_with"></a>You can set up groups of staff members and workstations that are involved in the same types of tasks in the library, and assign the permissions to the group. For example, you can set up a Circulation Clerk permission group with the required permissions for circulating items. Then, you simply add the staff members and workstations to the Circulation Clerk permission group. </p>
|
||||
<p>Permission group records are managed using the Permission Group workform. You can find and open a permission group record from the Polaris Shortcut Bar (select <b>Administration</b> > <b>Permission</b> <b>Group</b>), or the Administration Explorer menu bar (select <b>File </b>><b> Open </b>><b> Permission Group</b>).</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>To set up and manage groups, you need the <b>Permission</b> <b>Group</b> permissions (Access, Create, Delete, Modify), and permission to access any associated staff member, workstation, or organization records.</p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="#XREF_14320_Group_Permissions">Group Permissions for Organizations</a>
|
||||
</li>
|
||||
<li><a href="#XREF_96876_Default_Permission">Default Permission Groups</a>
|
||||
</li>
|
||||
<li><a href="#XREF_73375_Implementing">Using Groups to Set Initial Permissions </a>
|
||||
</li>
|
||||
<li><a href="Create_a_new_permission_group.htm#XREF_60024_Create_a_group">Create a new permission group</a>
|
||||
</li>
|
||||
<li><a href="Copy_a_permission_group.htm#XREF_55164_Copy_a_default">Copy a permission group</a>
|
||||
</li>
|
||||
<li><a href="Manage_permission_group_membership.htm#XREF_45731_Manage_group">Manage permission group membership</a>
|
||||
</li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Group_Permissions_for"></a><a name="XREF_14320_Group_Permissions"></a>Group Permissions for Organizations</h2>
|
||||
<p><a name="kanchor3494"></a><a name="IX_organizations_as_members"></a>You can assign entire organizations (system, library, branch) to permission groups. Every staff member and workstation that is assigned to the organization gains the permissions of the group. Organization membership in a permission group is best used for library systems that use centralized cataloging, acquisitions, and serials processing. You can create a permission group that has access-only permissions for bibliographic, item, authority, serial control records, then make the entire system the member of the permission group. Every staff member and workstation for every organization in the Polaris installation automatically has access to the records. However, they cannot modify, create, or delete the records, and you probably would not assign these types of permissions through organization group membership.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If a library is a member of a permission group, the staff members and workstations assigned to the library <span class="FM_Emphasis">and its branches</span> receive the group permissions. If a branch is a member of a permission group, only the staff members and workstations assigned to the branch receive the group permissions.</p>
|
||||
<h2><a name="TOC_Default_Permission_Groups"></a><a name="XREF_96876_Default_Permission"></a>Default Permission Groups</h2>
|
||||
<p><a name="kanchor3495"></a><a name="IX_default_1"></a>Polaris is installed with default permission groups that already have many of the permissions needed to do common library workflows at all organizations. All you need to do is identify the staff and workstations that are members of the permission group. You can add or remove permissions from a default group to suit an organization’s staff departmental structure and workflows. If you want stricter security, you can copy the default permission group, remove the permissions that do not apply to the new group, and give the permission group a different name.</p>
|
||||
<p class="NoteShade"><b>Example: <br /></b>In a system where each library needs to control access to patrons’ personal information, you can copy the Polaris Circulation Clerk permission group and give it a name that identifies it for a circulation desk at a specific library. Remove the permissions that do not apply to the specific library. Include the circulation staff at the library as members of the new group. Repeat the process for each library that requires strict control of privacy information.</p>
|
||||
<p>The names of the Polaris default permission groups begin with <b>Polaris</b>. To list the default permission groups in the Find Tool results list, search by name for <b>Polaris*</b>.</p>
|
||||
<p>For a list of the default permission groups and the permissions associated with them, see <a href="../Polaris_Permission_Groups_-_Default_Permissions_Reference.htm#XREF_10120_Working_With">Polaris Permission Groups - Default Permissions Reference</a>.</p>
|
||||
<h2><a name="TOC_Using_Groups_to_Set"></a><a name="XREF_73375_Implementing"></a>Using Groups to Set Initial Permissions </h2>
|
||||
<p><a name="kanchor3496"></a><a name="IX_planning"></a>If you are setting up Polaris permissions for the first time, you may find this method useful:</p>
|
||||
<ol>
|
||||
<li value="1">Make lists of the following information:</li>
|
||||
</ol>
|
||||
<ul>
|
||||
<li>All organizations (system, libraries, and branches)</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note: <br /></b>A library must also have a branch of the same name. See <a href="../PDcollections/Working_with_Collections.htm#XREF_22362_Administering"> Setting Statistical Codes for Reports</a>.</p>
|
||||
<ul>
|
||||
<li>Departments for each organization</li>
|
||||
<li>Staff members in each department</li>
|
||||
<li>Supervisors or managers of each department</li>
|
||||
<li>Workstation names and where they are used</li>
|
||||
</ul>
|
||||
<p class="indent2">These lists help identify how many permission groups you may need to set up, and the possible members of the groups. Every department for each organization may be a group. You may want a supervisor group for each department, or combine all supervisors into a single group at each organization. You probably need a Circulation clerk group at every branch.</p>
|
||||
<ol start="2">
|
||||
<li value="2">Review areas of organizational responsibilities, and compile a list of functional areas in each department.</li>
|
||||
</ol>
|
||||
<p class="indent2">Work such as administration, cataloging, serials processing, or acquisitions in large library systems or consortia may be centralized. In this case, you may need a single permission group for catalogers. If each library is responsible for its own technical services, you may need multiple cataloging groups, one for every library that maintains its own cataloging records. </p>
|
||||
<p class="indent2">Certain departments may have several functional areas, so they may need a finer division of group responsibilities. For example, a Technical Services department may need a permission group for catalogers and a separate permission group for the people doing acquisitions and serials processing. The list may be based on work area or job descriptions.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Compile a list of permission groups based on the information you have gathered, and the decisions you have made.</li>
|
||||
<li value="4">Create the permission groups in Polaris Administration, or adapt the Polaris default groups. See <a href="#XREF_42964_Working_With_Groups">Managing Permissions with Permission Groups</a>.</li>
|
||||
<li value="5">Set the Staff Client profile <b>Generate security history</b> to <b>No</b> until you have completed initial permissions setup. See <a href="../PDattribut/Setting_Staff_Client_Profiles.htm#XREF_32735_About_Staff_Client">Setting Staff Client Profiles</a>.</li>
|
||||
<li value="6">Give each group the permissions needed to do the tasks for the purpose of the group. See <a href="Assign_permissions_to_staff_workstation_or_group.htm#XREF_26146_Permission_Search">Assign permissions to staff, workstation, or group</a>.</li>
|
||||
<li value="7">Assign the members to each permission group. See <a href="Manage_members_in_a_permission_group.htm#XREF_67872_Manage_members_in">Manage members in a permission group</a>.</li>
|
||||
<li value="8">Ask a member from each permission group to test the setup by doing their normal tasks.</li>
|
||||
</ol>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.8</span></div>
|
||||
<div>
|
||||
<p align="center">
|
||||
<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
||||
/*]]>*/</script>
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
+126
@@ -0,0 +1,126 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Administration |Granting Permissions" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
|
||||
<head>
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
|
||||
<meta charset="utf-8" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" /><title>Permission Strategies</title>
|
||||
<!-- Global site tag (gtag.js) - Google Analytics -->
|
||||
<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Print.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
|
||||
<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/purify.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.config.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/foundation.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/plugins.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/MadCapAll.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script async="" src="https://www.googletagmanager.com/gtag/js?id=G-CFH4DBPHLD">
|
||||
</script>
|
||||
<script>/* <![CDATA[ */
|
||||
window.dataLayer = window.dataLayer || [];
|
||||
function gtag(){dataLayer.push(arguments);}
|
||||
gtag('js', new Date());
|
||||
|
||||
gtag('config', 'G-CFH4DBPHLD');
|
||||
/* ]]> */</script>
|
||||
</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Administration/PDpermiss/Permission_Strategies.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
|
||||
</div>
|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1><a name="XREF_43104_Managing"></a>Permission Strategies</h1>
|
||||
<p><a name="kanchor3242"></a><a name="IX_management_strategies"></a>You can manage permissions in Polaris using any of the following methods, according to your needs: </p>
|
||||
<ul>
|
||||
<li><span class="FM_BulletHead" style="font-weight: normal;"><b>Set security for an organization’s records</b> </span>- Identify who is allowed to view and use an organization’s records. Expand the Security folder for the organization in the Administration Explorer, select a permission, then find and select the staff members, workstations, and permission groups that should have the permission. All the permissions that can be set at an organization level are listed under <b>Security</b> for the organization in the Administration Explorer. See <a href="Managing_Organization_Security.htm">Managing Organization Security</a>.</li>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>If you are implementing Polaris permissions for the first time, the group method is a convenient strategy. See <a href="Managing_Permissions_with_Permission_Groups.htm">Using Groups to Set Initial Permissions</a>.</p>
|
||||
<li><b style="font-weight: bold;">Set up permission groups</b> - Set up permission groups with multiple permissions and add multiple staff members, workstations, and/or organizations to the group. You can add permissions to the group to give them to all group members, and add group members. For example, a Cataloging permission group might have most cataloging permissions except deleting records. If a new cataloger is joining the library, you can add her to the group to give her all the appropriate permissions in one step. See <a href="Managing_Permissions_with_Permission_Groups.htm#XREF_42964_Working_With_Groups">Managing Permissions with Permission Groups</a>.</li>
|
||||
<li><b>Set permissions for an individual staff member or workstation</b> - For example, a staff member who works in acquisitions needs permission to import brief bibliographic records using the Express Import option. See <a href="Managing_Permissions_for_Staff_Workstations_Groups.htm#XREF_18636_Giving_Permissions">Managing Permissions for Staff, Workstations, Groups</a>.</li>
|
||||
<p class="NoteShade"><a name="kanchor3243"></a><a name="IX_Administration_group"></a><a name="kanchor3244"></a><a name="IX_Polaris_SuperUser"></a><b>Important: <br /></b>The PolarisSuperuser “staff member” and the Administrator permission groups have all permissions. The Superuser ensures there is always at least one person able to work in Polaris administration. Only one or two individuals should have access to this logon. The Administrator group simplifies giving Polaris administration permissions to backup administrators. Permissions cannot be taken away from the Superuser or Administrator permission groups, and these two records cannot be deleted.</p>
|
||||
<p>See also:</p>
|
||||
<li><a href="#XREF_81769_Permission_Levels">Permission Availability and Record Ownership</a>
|
||||
</li>
|
||||
<li><a href="#XREF_31670_Permissions_for">Permissions for Tasks</a>
|
||||
</li>
|
||||
<li><a href="#XREF_13736_Assigning">Assigning Permissions to Workstations</a>
|
||||
</li>
|
||||
<li><a href="#XREF_14941_Permission">Permission Assignments at Upgrade</a>
|
||||
</li>
|
||||
<li><a href="#XREF_11915_Permissions_for">Special Permissions for Rotating Staff</a>
|
||||
</li>
|
||||
<li><a href="#XREF_14878_Special">Special Permissions for SQL Searches in the Find Tool</a>
|
||||
</li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Permission_Availability"></a><a name="XREF_81769_Permission_Levels"></a>Permission Availability and Record Ownership</h2>
|
||||
<p><a name="kanchor3245"></a><a name="IX_record_permissions"></a><a name="kanchor3246"></a><a name="IX_levels"></a>A specific set of permissions is available at the system, library, and branch level. While many permissions are set at the branch level, some permissions are available at all levels, and some are available only at the system level, only at the library level, or only at the branch level.</p>
|
||||
<p>The permissions that control access and modifications to Polaris records can only be set at the organization level to which the record belongs. Some types of records can be owned at multiple organization administration levels. Other records can only be owned at a specific level. For example, item records can be owned at the system, library, and branch levels, but patron records can only be owned by a branch. Permissions to use item records are available and set independently at each level and for each organization. You set permissions for every organization that uses the associated records. Permissions to use patron records are available only at the branch level.</p>
|
||||
<p class="NoteShade"><b>Important: <br /></b>Bibliographic and item records can be maintained at the system, library, or branch level. Cataloging record permissions must be set for at least one organization. Typically, if the catalog is maintained by a central cataloging department for all organizations, the system level permissions are used. If each branch maintains its own cataloging records, assign the catalog record permissions for each branch.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>See <a href="../Polaris_Permission_Groups_-_Default_Permissions_Reference.htm#XREF_10120_Working_With">Polaris Permission Groups - Default Permissions Reference</a> for a list of the record fields that indicate ownership for each type of Polaris record.</p>
|
||||
<p>Several levels of permissions control access to and operations on an organization’s records. For example, you need the appropriate Access permission to view an organization’s bibliographic records, or even see those records in lists such as Find Tool results. Separate Create, Modify, and Delete permissions control the ability to do these operations on the organization’s bibliographic records.</p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>If you have the permission <b>Use ‘own’ cataloging record sets: Allow</b>, you can create record sets that no other users can access, including your system administrator. When you create a new cataloging record set, your user name is in the Owner box by default if you have this permission. To allow other users to access the record set, first select a different owner before saving the record set.</p>
|
||||
<p>Some permissions are not organization-specific. These permissions are set at the system level and define access to options on the Polaris Shortcut Bar, access to specific tables in Polaris administration, or the ability to do certain tasks regardless of record ownership.</p>
|
||||
<h2><a name="TOC_Permissions_for_Tasks"></a><a name="XREF_31670_Permissions_for"></a>Permissions for Tasks</h2>
|
||||
<p><a name="kanchor3247"></a><a name="IX_setting_for_tasks"></a>Most workflows in the Polaris staff client require multiple task permissions. You do not need to set all permissions for all organizations. If an organization does not do particular tasks, the permissions for that workflow do not need to be set for the organization. For example, if a branch does not use Polaris Acquisitions because selection, ordering, receiving, and invoicing are done at the main library, then the branch does not need acquisitions permissions.</p>
|
||||
<h2><a name="TOC_Assigning_Permissions_to"></a><a name="XREF_13736_Assigning"></a>Assigning Permissions to Workstations</h2>
|
||||
<p><a name="kanchor3248"></a><a name="IX_coordinating"></a>The ability to do a task in Polaris depends on the permissions set for <span class="FM_Emphasis">both</span> the staff member and the workstation. For security, libraries may want to restrict the tasks that can be done on a particular computer, even if the person logged on has permission to do the tasks.</p>
|
||||
<p class="NoteShade"><b>Example:<br /></b>A computer monitor at a reference desk is visible to the public in that area. The library is concerned about patron privacy, and wants to prevent patron account information from appearing on that computer, so that workstation does not have permission to view the library's patron records.</p>
|
||||
<p>You can set permissions for individual workstations, or you can use the following options:</p>
|
||||
<ul>
|
||||
<li>Create permission groups specifically for workstations and assign permissions based on the security or privacy requirements of the workstations in the group.</li>
|
||||
<p class="NoteShade"><b>Note: <br /></b>Do not put restricted workstations in permission groups with access to system security or patron information. To view a workstation’s permissions, go the Permissions view of the Workstation workform. See <a href="Managing_Permissions_for_Staff_Workstations_Groups.htm#XREF_18636_Giving_Permissions">Managing Permissions for Staff, Workstations, Groups</a>.</p>
|
||||
<li>To give workstations and staff members the same permissions, make the workstations members of the same permissions groups to which the staff members belong. This method ensures a staff member can always do their tasks. However, do not use this method for computers where privacy and system security are issues.</li>
|
||||
<li>To give all workstations in an organization the permissions of a group, make the organization a member of the permission group.</li>
|
||||
<p class="NoteShade"><b>Important: <br /></b>The Polaris Superuser logon overrides any permission restrictions of a workstation. The Polaris Superuser can do any task on any workstation except access record sets owned by an individual staff member.</p>
|
||||
</ul>
|
||||
<h2><a name="TOC_Permission_Assignments"></a><a name="XREF_14941_Permission"></a>Permission Assignments at Upgrade</h2>
|
||||
<p><a name="kanchor3249"></a><a name="IX_at_upgrade"></a>When you upgrade to a new version of Polaris, new permissions may or may not be granted to existing staff members by default. (New permissions are always granted to members of the Administrator permission group.) If you prefer not to accept any Polaris default settings that grant new permissions to existing staff members, set the system-level Staff Client profile <b>Permissions: Use Polaris-defined new permission defaults</b> to <b>No</b>. This setting causes all new permissions to be set to <b>No</b> (not granted) at upgrade, but does not affect existing permission assignments or the Administrator permission group. The default setting is <b>Yes</b>.</p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>If you want to set the Staff Client profile <b>Permissions: Use Polaris-defined new permission defaults</b> to <b>No</b>, you must set the profile <span class="FM_Emphasis">before you upgrade to the new version of Polaris</span>.</p>
|
||||
<h2><a name="TOC_Special_Permissions_for"></a><a name="XREF_11915_Permissions_for"></a><a name="kanchor3250"></a>Special Permissions for Rotating Staff</h2>
|
||||
<p><a name="kanchor3251"></a><a name="IX_as_rotating_staff_1"></a><a name="kanchor3252"></a><a name="IX_setting_for_rotating"></a><a name="IX_permissions_36"></a><a name="IX_rotating_staff"></a>If the library rotates staff among branches, you can allow the rotating staff members to select a session branch at log-on. When a branch is selected, settings for that branch are in effect for the session (not the branch with which the staff member’s user name is associated). For example, when a circulation staff member logs on to the current branch instead of the staff member’s “home” branch, the system can route an item that fills a hold request correctly. The item is not routed to the staff member’s “home” branch when it should be picked up at the current branch. </p>
|
||||
<p>To enable staff members to select a branch at log-on, give both the staff member and the workstation these permissions:</p>
|
||||
<ul>
|
||||
<li><span class="FM_BulletHead" style="font-weight: bold;">Access logon branch: Allow</span> - Specifies who can log on to branches other than their own. The staff member can select a branch from a dialog box when logging on. This permission is set at the System level.</li>
|
||||
<li><span class="FM_BulletHead"><span class="FM_BulletHead" style="font-weight: bold;">Logon branch: Access</span> </span>- Specifies who can log on to a specific branch even though the staff member is not registered with the branch. The staff member can select a specific branch when logging in. This permission is set at the branch level.<span class="FM_BulletHead"></span></li>
|
||||
<p>The workstation’s parent branch is the default selection in the Polaris Log On Branch dialog box. If the staff member does not have the <b>Logon branch: Access</b> permission for the workstation’s branch, the default selection is the staff member’s home branch. (If the staff member does not have the <b>Logon branch: Access</b> permission for the home branch, the first branch in the list of permissioned branches is the default selection.)</p>
|
||||
<p class="NoteShade"><a name="kanchor3253"></a><a name="IX_displaying_session_user"></a><b>Note:<br /></b>The user and logged-on branch for a Polaris staff client session are displayed at the top of the Polaris Shortcut bar and on the About Polaris dialog box (select <b>Help, About Polaris</b> on the Polaris Shortcut bar).</p>
|
||||
<h2><a name="TOC_Special_Permissions_for1"></a><a name="XREF_14878_Special"></a>Special Permissions for SQL Searches in the Find Tool</h2>
|
||||
<p><a name="kanchor3254"></a><a name="IX_SQL_search_permissions"></a>Three system-level permissions control the ability to use the Polaris Find Tool to do SQL searches. These permissions affect only the ability to do SQL queries in the Find Tool. No modifications to the database are possible from the Polaris Find Tool.</p>
|
||||
<li><b>Find Tool: Access SQL mode - Allow</b> - The SQL option is available for selection on the Polaris Find Tool. The staff member can search in SQL mode.</li>
|
||||
<li><b>Find Tool: Create or modify named SQL searches - Allow</b> - The <b>Save</b> and <b>Save As</b> options are available when the Find Tool is in SQL search mode. The staff member can save an SQL search and edit a saved search and save it. </li>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If the staff member does not have this permission and selects <b>Save</b> or <b>Save As</b>, a permission block message appears. You can allow specific staff members to override the block. See <a href="../PDsearch/Set_the_Find_Tool_SQL_permission_blocks_override.htm#XREF_77038_Set_Find_Tool">Set the Find Tool SQL permission blocks override</a>.</p>
|
||||
<li><b>Find Tool: Delete named SQL searches - Allow</b> - The <b>Delete</b> option is available when the Find Tool is in SQL search mode. The staff member can delete a saved SQL search.</li>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If the staff member does not have this permission and selects <b>Delete</b>, a permission block message appears. You can allow specific staff members to override the block. See <a href="../PDsearch/Set_the_Find_Tool_SQL_permission_blocks_override.htm#XREF_77038_Set_Find_Tool">Set the Find Tool SQL permission blocks override</a>.</p>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.8</span></div>
|
||||
<div>
|
||||
<p align="center">
|
||||
<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
||||
/*]]>*/</script>
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
+77
@@ -0,0 +1,77 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Administration |Granting Permissions|Managing Permissions for Staff, Workstations, Groups" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
|
||||
<head>
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
|
||||
<meta charset="utf-8" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" /><title>Remove directly-assigned permissions</title>
|
||||
<!-- Global site tag (gtag.js) - Google Analytics -->
|
||||
<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Print.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
|
||||
<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/purify.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.config.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/foundation.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/plugins.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/MadCapAll.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script async="" src="https://www.googletagmanager.com/gtag/js?id=G-CFH4DBPHLD">
|
||||
</script>
|
||||
<script>/* <![CDATA[ */
|
||||
window.dataLayer = window.dataLayer || [];
|
||||
function gtag(){dataLayer.push(arguments);}
|
||||
gtag('js', new Date());
|
||||
|
||||
gtag('config', 'G-CFH4DBPHLD');
|
||||
/* ]]> */</script>
|
||||
</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Administration/PDpermiss/Remove_directly-assigned_permissions.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
|
||||
</div>
|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1><a name="XREF_59605_Remove_permissions"></a>Remove directly-assigned permissions</h1>
|
||||
<p><a name="kanchor1880"></a><a name="IX_removing_directly"></a>To remove directly-assigned permissions from a permission group, workstation, or staff member:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You cannot use this procedure to remove an individual permission from a record if the permission was assigned by virtue of a group membership. To remove these permissions, see <a href="Remove_selected_group-assigned_permissions.htm#XREF_76499_Remove_group">Remove selected group-assigned permissions</a>.</p>
|
||||
<ol>
|
||||
<li value="1">Select <b>File</b>, <b>Open</b> on the Administration Explorer menu bar, and specify the record type (<b>Permission</b> <b>Group</b>, <b>Staff Member</b>, or <b>Workstation</b>). The Polaris Find Tool opens.</li>
|
||||
<li value="2">Search for the administration record.</li>
|
||||
<li value="3">Right-click the record in the results list, and select <b>Open</b> from the context menu. The workform appears.</li>
|
||||
<li value="4">Select <b>View, Permissions</b> to display the <b>Is Permitted To</b> list.</li>
|
||||
<p class="indent2">You can sort the list by clicking a column heading. Use <b>SHIFT</b> or <b>CTRL</b> to select multiple permissions.</p>
|
||||
<li value="5">Select the permissions you want to remove, and click <img src="btnRemove.gif" alt="" /> above the <b>Is Permitted To</b> list. To remove all permissions, click <img src="btnRemoveAll.gif" alt="" />.</li>
|
||||
<li value="6">Select <b>File </b>><b> Save.</b></li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>To see the effects of your permission changes in the staff client, exit the staff client and log back in.</p>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.8</span></div>
|
||||
<div>
|
||||
<p align="center">
|
||||
<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
||||
/*]]>*/</script>
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
+102
@@ -0,0 +1,102 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Administration |Granting Permissions|Managing Permissions for Staff, Workstations, Groups" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
|
||||
<head>
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
|
||||
<meta charset="utf-8" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" /><title>Remove selected group-assigned permissions</title>
|
||||
<!-- Global site tag (gtag.js) - Google Analytics -->
|
||||
<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Print.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
|
||||
<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/purify.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.config.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/foundation.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/plugins.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/MadCapAll.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script async="" src="https://www.googletagmanager.com/gtag/js?id=G-CFH4DBPHLD">
|
||||
</script>
|
||||
<script>/* <![CDATA[ */
|
||||
window.dataLayer = window.dataLayer || [];
|
||||
function gtag(){dataLayer.push(arguments);}
|
||||
gtag('js', new Date());
|
||||
|
||||
gtag('config', 'G-CFH4DBPHLD');
|
||||
/* ]]> */</script>
|
||||
</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Administration/PDpermiss/Remove_selected_group-assigned_permissions.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
|
||||
</div>
|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1><a name="XREF_76499_Remove_group"></a>Remove Selected Group-Assigned Permissions</h1>
|
||||
<p>To remove group-assigned permissions for a specific staff member without affecting the permissions for all group members, copy the Permission Group workform, acquire only the permissions you want to give the staff member, and then remove the staff member from the original permission group.</p>
|
||||
<p><a name="kanchor685"></a><a name="IX_removing_group_assigned"></a>To remove group-assigned permissions:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>To remove <span class="FM_Emphasis">all</span> the permissions assigned by group membership, see <a href="Manage_permission_group_membership.htm#XREF_45731_Manage_group">Manage permission group membership</a>.</p>
|
||||
<ol>
|
||||
<li value="1">Select <b>File</b> > <b>Open</b> on the Administration Explorer menu bar, and specify the record type (<b>Staff Member </b>or <b>Workstation</b>) to find. The Polaris Find Tool opens.</li>
|
||||
<li value="2">Search for the record from which you want to remove the permission.</li>
|
||||
<li value="3">Right-click the record in the results list, and select <b>Open</b> from the context menu. The appropriate workform appears.</li>
|
||||
<li value="4">Select <b>View, Permissions</b> to display the <b>Is Permitted To</b> list and the <b>Membership</b> list. The <b>Membership</b> list shows the permission groups to which the workstation or staff member belongs.</li>
|
||||
<p class="NoteShade"><a name="kanchor686"></a><a name="IX_viewing_group_membership_2"></a><a name="kanchor687"></a><a name="IX_membership_list_2"></a><b>Note:<br /></b>When you open the Permissions view of the workform, the <b>Membership</b> list shows all permission groups to which the workstation or staff member belongs. If you select a permission from the permissions list, and the workstation or staff member has that permission due to permission group membership, the <b>Membership</b> list shows that permission group. Once a permission is selected, the <b>Membership</b> list no longer displays all the permission groups to which the workstation or staff member belongs. If the workstation or staff member was granted the permission directly, and did not receive the permission as a member of a permission group, nothing shows in the <b>Membership</b> list when that permission is selected. <br />Click <img src="btnShowGroup_16x16.gif" class="imginline" alt="" style="width: 16;height: 16;" /> (<b>Show my group membership</b>) above the <b>Membership</b> list to re-list all the permission groups to which the workstation or staff member belongs.</p>
|
||||
<li value="5">In the <b>Membership</b> list, select the group that includes the permission(s) you want to remove, and click <img src="OpenGroupIcon_16x16.gif" class="imginline" alt="" style="width: 16;height: 16;" />.</li>
|
||||
<p>The Permission Group workform opens.</p>
|
||||
<li value="6">From the workform menu bar, select <b>File </b>><b> New </b>><b> Permission Group</b>. The New Permission Group dialog box appears.</li>
|
||||
<li value="7">Select <b>Copy Existing Work Form</b>, and click <b>OK</b>. The new Permission Group workform is displayed with <b>Untitled</b> in the title bar, and the same members as the original permission group listed under <b>Group Members</b>.</li>
|
||||
<li value="8">Type a new name for the group in the <b>Group name</b> box.</li>
|
||||
<li value="9">Select <b>File </b>><b> Save</b>.</li>
|
||||
<li value="10">Select <b>View, Permissions</b> or click <img src="PermissionsIcon_16x16.gif" class="imginline" alt="" style="width: 16;height: 16;" />.</li>
|
||||
<li value="11">Acquire the original group’s permissions by following these steps:
|
||||
<ol><li value="1">Click <img src="btnAcquire_16x16.gif" class="imginline" alt="" style="width: 16;height: 16;" /> (Acquire) above the Permission List. The Polaris Find Tool appears with Permission Groups selected in the Object box.</li><li value="2">Search for the original permission group.</li><li value="3">In the results list, right-click the original permission group record, and choose <b>Select</b> from the context menu. The permissions from the original group are added to the <b>Permissions </b>list.</li></ol></li>
|
||||
<li value="12">Select the permission(s) you want to remove as follows:<ul type="disc"><li>If the permission is organization-specific, the organizations for which it is set appear on the right side of the window. You can select the permission for multiple organizations at once.</li></ul></li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="deletepermOrg.gif" style="width: 296.480pt;height: 127.640pt;margin-bottom: 0.000pt;" id="image58" src="deletepermOrg.gif" /> </p>
|
||||
<ul type="disc">
|
||||
<li>If the permission is not organization-specific, select it in the left side of the window.</li>
|
||||
</ul>
|
||||
<p class="indent2">
|
||||
<img src="deletepermNoOrg.gif" alt="" /> </p>
|
||||
<ol start="13">
|
||||
<li value="13">Click <img src="btnRemove_16x16.gif" class="imginline" alt="" style="width: 16;height: 16;" /> above the <b>Permissions</b> list. </li>
|
||||
<li value="14">Select <b>File </b>><b> Save</b>.</li>
|
||||
<li value="15">Select <b>View, General</b>, or click <img alt="GenViewIcon.gif" style="width: 30;height: 18;" src="GenViewIcon_30x18.gif" class="imginline" />.</li>
|
||||
<li value="16">In the <b>Group Members</b> list, select the members that should not belong to this new group, and click <img src="btnRemove_16x16.gif" class="imginline" alt="" style="width: 16;height: 16;" /> above the <b>Group Members</b> list. Be sure to <span class="FM_Emphasis">retain</span> the workstation or staff member that needs the altered permission list.</li>
|
||||
<li value="17">Select <b>File </b>><b> Save</b>.</li>
|
||||
<li value="18">Return to the workstation or staff member record.</li>
|
||||
<li value="19">Select the old permission group in the <b>Membership</b> list, and click <img src="btnRemove_16x16.gif" class="imginline" alt="" style="width: 16;height: 16;" /> to remove the workstation or staff member record from the old group.</li>
|
||||
<li value="20">Select <b>File </b>><b> Save</b>.</li>
|
||||
</ol>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.8</span></div>
|
||||
<div>
|
||||
<p align="center">
|
||||
<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
||||
/*]]>*/</script>
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
+88
@@ -0,0 +1,88 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Administration |Granting Permissions" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
|
||||
<head>
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
|
||||
<meta charset="utf-8" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" /><title>Setting Administration Permissions</title>
|
||||
<!-- Global site tag (gtag.js) - Google Analytics -->
|
||||
<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Print.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
|
||||
<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/purify.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.config.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/foundation.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/plugins.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/MadCapAll.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script async="" src="https://www.googletagmanager.com/gtag/js?id=G-CFH4DBPHLD">
|
||||
</script>
|
||||
<script>/* <![CDATA[ */
|
||||
window.dataLayer = window.dataLayer || [];
|
||||
function gtag(){dataLayer.push(arguments);}
|
||||
gtag('js', new Date());
|
||||
|
||||
gtag('config', 'G-CFH4DBPHLD');
|
||||
/* ]]> */</script>
|
||||
</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Administration/PDpermiss/Setting_Administration_Permissions.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
|
||||
</div>
|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1><a name="XREF_18386_Setting"></a>Setting Administration Permissions</h1>
|
||||
<p><a name="kanchor4975"></a><a name="IX_administration_overview_1"></a><a name="kanchor4976"></a><a name="IX_permissions_overview"></a>Administration permissions control access to the various workforms, tables, and controls needed to administer Polaris. Typically, Polaris administrators need the administration permissions. However, other staff members may require access to certain administration tables and controls to set up specific processes. For example, senior catalogers may require administration permissions related to MARC validation. To assign administration permissions, you must have the following permissions:</p>
|
||||
<ul type="disc">
|
||||
<li><b>Access administration: Allow</b>
|
||||
</li>
|
||||
<li><b>System: Access</b>
|
||||
</li>
|
||||
<li><b>Object/task control record: Access</b>
|
||||
</li>
|
||||
<li><b>Object/task control record: Modify</b>
|
||||
</li>
|
||||
</ul>
|
||||
<p>Most administration permissions are set at the system level. You can use the Security view at the system level on the Administration Explorer, or set the permissions from individual group, workstation, and staff member workforms. </p>
|
||||
<p>Even with specific System Administration permissions set at the system level, you also need access permissions to an administration level (<b>System: Access</b>; <b>Library: Access</b>; <b>Branch: Access</b>) to change any parameters or profiles for those levels. However, granting access to any level allows administration access to <span class="FM_Emphasis">all</span> organizations at that level, so be cautious in assigning administrative permissions. For large installations, you may need to distribute the work load, but you should limit access to system-level administration to only a few people. Other administrators can do most administration functions with access limited to the Library or Branch administration levels.</p>
|
||||
<p class="NoteShade"><b>Note: <br /></b>You may want to add the primary Polaris administrators to the Administrators group, in case the Polaris SuperUser logon is unavailable. The Administrators group has all permissions.</p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="Grant_administration_permissions.htm#XREF_88509_Grant_permissions">Grant administration permissions</a>
|
||||
</li>
|
||||
<li><a href="../PDPermRef/Administration_Workflow_Permissions.htm">Administration Workflow Permissions</a>
|
||||
</li>
|
||||
<li data-mc-conditions="Primary.Hidden,Primary.Online"><a href="../PDPermRef/System_Administration_Permissions_Reference.htm">System Administration Permissions Reference</a>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.8</span></div>
|
||||
<div>
|
||||
<p align="center">
|
||||
<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
||||
/*]]>*/</script>
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
Reference in New Issue
Block a user