ServiceM8 Help Center

Staff and security

How to create a custom security role

Learn how to create a custom security role in ServiceM8.

This lesson will show you how to create a custom security role.

Click Settings

Click Security Roles

Click Add Security Role

Enter Security Role name and description, click Save Changes once done.

Select the new security role you’ve just created and click Edit.

Now go through the menus and customize this role to your requirements.

Once finished click Save Changes.

Before these changes take effect you will need to change the security role settings of a staff member.

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