How do I create 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. Administrators can create new custom sets at any time. This article describes how to create a custom set.
1. Click Defaults
- On the Icon Bar click the Admin button.
- Click Permissions to expand the menu, then click Defaults.
2. Click Add Role
- Click Add role.
3. Select Group/Users
- Search for and select groups and/or users to add as custom sets.
- Click Save.
4. Click Save
- Click Save.
5. View Custom Set
- View newly created custom set.
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