What is a custom set?

Once the permission categories are set, administrators can match those categories to groups or individuals using a custom set on the Defaults page of PowerSteering. Unlike assigning a category to a role that is work specific, assigning a category to a custom set provides permissions to any work that a group or individual has access to. For example, you may create a finance category that includes the permission to edit a metric. If you assign that category to a Finance role, anyone assigned to that role on work will have permissions to edit metrics for that specific piece of work. If you assign that category to a group of finance people using a custom set, anyone within that finance group will have permissions to edit metrics on any projects they access because custom sets are independent of a work or role assignment. This article describes a custom set.

1. Click Defaults

Click Defaults
  1. On the Icon Bar click the Admin button.
  2. Click Permissions to expand the menu, then click Defaults.

2. Custom Sets

  • Custom sets can be defined for each permission target.

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