How to Implement Custom Security Roles

• Add your roles in a lower environment
• Plan a role naming schema for your custom roles for easy administration
• Date your roles by adding the creation date to the name
• Back up your roles by keeping a manual hard copy of your roles in a document
• Test your roles in a lower environment before going live with your roles
• Notify users about the change
• Add the new roles to the Production Environment and assign to users
• Follow up with the end users to ensure the roles are working correctly

caution

There are many combinations of sub-roles. You must test your roles before you use them.