Create a Permission Group

Permission groups let you assign a set of permissions to a group that can consist of a combination of staff members, workstations, and organizations. If you add an organization to a permission group, all staff members and workstations linked to that organization have the permissions assigned to the permission group.

You can create a permission group if you have the following permissions in Polaris System Administration (web-based):

Access Administration: Allow
Permission Group: Access
Permission Group: Create

For more information about system administration permissions, see System Administration Permissions Reference.

To create a permission group

On the Polaris System Administration (web-based) Home page, select Permission Groups.

The Permission Groups page appears.
Select New Permission Group.

A new permission group workform appears.
In the Group Name box, enter a unique name for the permission group.
(Optional) In the Description box, enter a description of the group.
Add members to the group. If you add a member by mistake, you can remove the member.
To add members to the group
1. Select the Members tab.
2. Select Add Member.
  
  The Add Member dialog appears.
3. Select one of the following options:
  - Staff— Adds one or more staff members to the group.
  - Workstation— Adds one or more workstations to the group.
  - Organization— Adds one or more organizations to the group.
  Note:
  If you want to add a combination of staff members, workstations, and organizations to the same permission group, add one type of group member first and then repeat the workflow to add the other types of group members.
4. Find the staff members, workstations, or organizations you want to add to the group. You can filter the list by typing in the Search box.
5. Select one or more staff members, workstations, or organizations.
6. Select Add.
  
  The system closes the Add Member dialog. The group members you added appear on the Members tab.
To remove members from the group
1. Select the Members tab.
2. Select the checkbox next to the members you want to remove.
3. Select Remove Member.
  
  The system removes the member from the permission group. Your change is not saved until you save the permission group.
Add permissions to the group. If you add a permission by mistake, you can remove it. You can also acquire permissions from another permission group or modify the organizations for permissions that require organizations.
To add permissions to the group
1. Select the Permissions tab.
2. Select Add Permission.
  
  The Add Permissions dialog appears.
3. Find the permissions you want to add to the group. You can filter the list by typing in the Search box.
4. Select one or more permissions.
5. Select Next.
  
  The Add Permissions dialog lists the permissions you selected. If one or more of the permissions requires an organization, the system prompts you to select an organization for those permissions.
6. Do one or both of the following:
  - Expand the Unowned Permissions list to see the unowned permissions you are adding to the permission group. (These permissions have no organization.)
  - Select an organization for each permission that requires it. For each permission, select the down arrow and select one or more organizations.
7. Select Done.
  
  The system closes the Add Permissions dialog. The permissions you added appear on the Permissions tab.
To remove permissions from the group
1. Select the Permissions tab.
2. Select the checkbox next to the permissions you want to remove.
3. Select Remove Permission.
  
  The system removes the permission from the permission group. Your change is not saved until you save the permission group.
To acquire permissions from another permission group
1. Select the Permissions tab.
2. Select Acquire Permissions.
  
  The Acquire Permissions dialog appears.
3. Find the permission group from which you want to acquire permissions. You can filter the list by typing in the Search box.
4. Select a permission group.
5. Select Acquire.
  
  The system adds all permissions from the group you selected to the current permission group and closes the Acquire Permissions dialog. The permissions you acquired appear on thePermissions tab.
To modify the organizations for a permission
Note:
Not all permissions have organizations associated with them.
1. Select the Permissions tab.
2. Select the checkbox next to the permission you want to modify.
  
  The system displays the organizations associated with the permission.
3. Do one or both of the following:
  - Select an organization and select Remove Organization to remove it from the list.
  - Select Add Organization to add one or more organizations for the permission.
Select SAVE.