Request a Modification to a staff member's Polaris account
You will use the Polaris Accounts form to request a modification to an existing staff member's Polaris account for the following reasons:
▶ The staff member is moving to a new branch.
▶ The staff member has moved from a non-management to a management position (or vice versa) and requires a change in Polaris permissions.
The person requesting changes to the account should be the manager of the staff member. Only managers have permissions to request changes to Polaris accounts.
Initiate your request
1. Visit the Polaris Accounts form to get started.
2. Select the + Add New Item button.
3. To request a modification to a staff member account, select the Modify and Staff radio buttons.
4. If the staff member is moving to a new branch, select the new branch in the Branch dropdown menu. If they are staying at the same branch, select their current branch from this menu.
5. If the staff member is moving to a new branch, select the New Branch checkbox. If they are staying at their current branch, leave this box unchecked.
6. If the staff member is moving from non-management to a management position (or vice versa), select the New Position/Task checkbox. If there is no change, leave this box unchecked.
7. Enter the userID in the UserID field.
Ensure the accuracy of the userID before submitting your requests. Any typos in the userID will result in a delay in the account modification.
8. Enter the staff member's name in the Select user from the system field.
9. If the staff member is changing positions, select the new position in the Staff Position dropdown menu. This will ensure their permissions are adjusted appropriately. If there is no position change (only a branch change), select No Position Change from this menu.
10. Select Save to submit your request. You will receive an email when your submission is received, and when the Polaris account is modified.
