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

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

2. Click Add Role

  • Click Add role.

3. Select Group/Users

  1. Search for and select groups and/or users to add as custom sets.
  2. Click Save.

4. Click Save

  • Click Save.

5. View Custom Set

  • View newly created custom set.

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