Create Custom Security Roles

There are two ways to create custom security roles. You can create a new role or copy and edit an existing role.

  1. Method 1: Create a new role.
    1. Go to the PureSafety tab > People.
    2. In the organization hierarchy, click Security Roles.
    3. Click Create.

      Create custom security role

    4. On the Create Role window, type information about the new role. Check the boxes for all permissions you want to include in the new role.
    5. Click Create.

      Create Role screen

  2. Method 2: Copy an existing security role and then make the necessary changes. For more information, see the Copy an Existing Security Role topic.