---
title: "Setup - Prerequisites"
slug: "setup-prerequisites-1"
updated: 2026-07-15T17:56:01Z
published: 2026-07-15T17:56:01Z
canonical: "help.idibilling.com/setup-prerequisites-1"
---

> ## 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.

# Setup - Prerequisites

#### Security Web Module - Permissions

Two permissions in the Security web module are related to this functionality in Customer Care.

- ***Allow Log On*** permission grants view access in Customer Care.
- ***Manage Directory Listings*** permission grants Add/Edit/Delete access in Customer Care.

Create roles with these permissions and assign to users as needed.

#### Admin Console - Data Management Setup

There are two Data Management tables in Admin Console that must be set up:

- In the Directory Listing table enter values to populate these drop-down menus on the Add/Edit Directory Listing and Search pages. **Note:** You may need to consult your directory listing vendor for requirements on some of these menu options:

![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/88435.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A39Z&se=2026-11-14T11%3A41%3A39Z&sr=c&sp=r&sig=vNXyRB3epbkneoKaFCttqBaaF1ecRy4FKkXvf9uOrz0%3D)
  - Designer Listings
  - Listing Activity Indicator
  - Listing Name Placement
  - Listing Text Type
  - Listing Type – This has two default values: Published and Non-published.
  - Placement Override
  - Record Type
  - Style Code
  - TDD Indicator
  - Type of Account
- In the Catalog Groups table add a group named Directory Listing. When you create directory listing products in Desktop Client Product Catalog you’ll assign them to this catalog group.

![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/88436.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A39Z&se=2026-11-14T11%3A41%3A39Z&sr=c&sp=r&sig=vNXyRB3epbkneoKaFCttqBaaF1ecRy4FKkXvf9uOrz0%3D)

#### Desktop Client – Product Catalog

Create directory listing products in the Desktop Client Product Catalog as needed and assign them to the Directory Listing catalog group. To do this, right-click on the product, choose **Catalog Groups** from the context menu, then use the Catalog Groups form to add Directory Listing as a catalog group for this product.

![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/88437.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A39Z&se=2026-11-14T11%3A41%3A39Z&sr=c&sp=r&sig=vNXyRB3epbkneoKaFCttqBaaF1ecRy4FKkXvf9uOrz0%3D)