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Creating Facilities and Assigning Facility Members

Set up facilities in MyPuro 2.0 and assign team members to keep data secure, roles clear, and responsibilities well defined.

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Written by Puro Product

A facility represents the location where CDR activities take place. Projects are audited under the facility they’re associated with, so creating accurate facilities is critical for successful audits.


How To: Create a Facility

Reach out to your Puro Account manager to have your facility created in MyPuro 2.0.

How To: Assign Members to a Facility

  1. Go to the Facilities page and select a facility.

  2. Click Members in the top right.

  3. Add members as either:

    • Facility Admins – Can edit all facility details but cannot add new users.

    • Contributors – Can edit only the data assigned to them and reassign tasks within the facility.

💡 Members in a facility appear first in dropdowns when assigning tasks. You can still assign work to non-members—the platform will prompt you to either add them to the facility membership or create a one-off assignment.


What’s Next

  • Assign roles carefully—reserve full-access for those who need it.

  • Use contributors for day-to-day work to minimize risks.

  • Review facility memberships regularly to maintain security and efficiency.

  • Move on to creating monitoring periods and applying frameworks.

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