---
title: "Setting Up User Roles"
slug: "setting-up-user-roles"
updated: 2026-07-30T09:36:22Z
published: 2026-08-11T11:45:30Z
canonical: "help.idibilling.com/setting-up-user-roles"
---

> ## 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.

# Setting Up User Roles

Workflow user Roles are assigned in Security. It is the responsibility of the Workflow Administrator to configure users with the appropriate roles.

#### Permissions and Roles

|  | Global Roles |
| --- | --- |
| Workflow Permission | Workflow Admin | Workflow Coordinator | Workflow Participant | Workflow View Only |
| Allow Log On | X | X | X | X |
| Manage Tasks (Basic)* |  |  | X |  |
| Manage Tasks (Advanced)** | X | X |  |  |
| Allow Start | X | X |  |  |
| Manage Design | X |  |  |  |

* Can edit an active Task's ***Status*** and enter a ***Note***.

** Can edit an active Task's ***Status***, enter a ***Note***, edit ***Assigned To***, and edit the Task's ***Duration***.