--- title: "Creating a User with the Create User Link" slug: "creating-a-user-with-the-create-user-link" updated: 2026-08-11T11:22:14Z published: 2026-08-11T11:22:14Z canonical: "help.idibilling.com/creating-a-user-with-the-create-user-link" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.idibilling.com/llms.txt > Use this file to discover all available pages before exploring further. # Creating a User with the Create User Link This procedure lets you create one user at a time. The Import procedure facilitates creating multiple users at a time. To create a user: 1. Click the **Create User** link to display user information fields. **(Show picture)** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/82095.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A59Z&se=2026-11-14T11%3A41%3A59Z&sr=c&sp=r&sig=zpHMf9h%2FtHorgXsdY8r%2B%2Bq6PIHALP3wm2rSyX8QtulY%3D) 2. Enter the user’s Personal Information, Account Information and Account Settings . **fields** | Field Name | Description | | --- | --- | | **Personal Information** | | User Name | Enter a name to identify the user. | | First Name | Enter the user's first name. | | Last Name | Enter the user's last name. | | Email | Enter an email address for the user. | | Description | Enter additional information if desired. | | **Account Information** | | Account Type | Defaults to 'Application' unless the admin has permission to manage web service users. | | Company | Select a company name from the drop-down list. | | Domain | Presents a selection if more than one domain exists and the admin has the ability to manage domains. Without Manage Domains permission, an admin can only create accounts in the domain they are a member of. | | Password | Enter a password. | | Re-type Password | Re-enter the password. | | **Account Settings** | | Activation Date | Select an activation date using the calendar utility. | | Expiration Date | Select an expiration date if desired. | | Available / Disabled | These are included for CostGuard Client compatibility only and currently do not control any behavior. | | Password Does not Expire | If selected, the password will not expire. | | Must Change Password | If selected, the user must change the password at the next logon. | | Can Change Password | If selected, the user can change the assigned password. Deselecting this option is usually only for accounts that are used by more than one person. | 3. In the ***User Roles by Environment section***, click the plus sign ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/74950.gif?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A59Z&se=2026-11-14T11%3A41%3A59Z&sr=c&sp=r&sig=zpHMf9h%2FtHorgXsdY8r%2B%2Bq6PIHALP3wm2rSyX8QtulY%3D) to display a dialog for selecting Environments and Roles to add. **(Show picture)** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/73672.gif?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A59Z&se=2026-11-14T11%3A41%3A59Z&sr=c&sp=r&sig=zpHMf9h%2FtHorgXsdY8r%2B%2Bq6PIHALP3wm2rSyX8QtulY%3D) - Use the to select one or more Environments and ***Roles***. **multi-select filtering options** Some drop down menus let you make more than one selection. These are marked by text indicating 0 of ***n*** selected before the selection and then n of n selected after the selection. When you make a selection from a multi-select drop down, you can either select a single item from the list or use the the options for selecting (checking) or unselecting all items or a filtered list of items. To filter the list, simply enter a text string on which to filter. **Example, Unfiltered:** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/82090.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A59Z&se=2026-11-14T11%3A41%3A59Z&sr=c&sp=r&sig=zpHMf9h%2FtHorgXsdY8r%2B%2Bq6PIHALP3wm2rSyX8QtulY%3D) **Example, Filtered:** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/82091.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A59Z&se=2026-11-14T11%3A41%3A59Z&sr=c&sp=r&sig=zpHMf9h%2FtHorgXsdY8r%2B%2Bq6PIHALP3wm2rSyX8QtulY%3D) 4. Click **Apply**. This displays the selected Environment(s) and Role(s). **(Show picture)** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/82096.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A59Z&se=2026-11-14T11%3A41%3A59Z&sr=c&sp=r&sig=zpHMf9h%2FtHorgXsdY8r%2B%2Bq6PIHALP3wm2rSyX8QtulY%3D) - Before you save the user account you can use the Undo ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/74951.gif?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A59Z&se=2026-11-14T11%3A41%3A59Z&sr=c&sp=r&sig=zpHMf9h%2FtHorgXsdY8r%2B%2Bq6PIHALP3wm2rSyX8QtulY%3D) icon to remove a role under an environment. > [!NOTE] > Note > > The role will be removed immediately upon clicking (with no opportunity to confirm). 5. Click **Save**.