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How do I create custom roles?

You can create custom roles assigned to users with specific permissions to certain sections of your Security Center, and this article will cover the basics of creating new roles.  

Permissions and access areas:

To learn more about what permissions and access areas are supported, you can find more information in this article:

https://support.holmsecurity.com/knowledge/what-permissions-are-supported-for-custom-roles

 To assign and set up these custom roles, follow these steps:

  1. Log in with a superuser account to your Security Center.
  2. Click on the Menu icon in the top right corner.
  3. Click on Roles. 
  4. Click on + Add role.
    • Name: select a name for this Role. 
    • Permissions: Select the access areas and permissions for this Role. 
    • Users: Select which user or users should be assigned this Role. 
  5. Click OK.