---
title: "Creating a Role"
slug: "creating-a-role"
updated: 2026-08-11T11:24:14Z
published: 2026-08-11T11:24:14Z
canonical: "help.idibilling.com/creating-a-role"
---

> ## 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 Role

1. Click **Create Role** on the Roles page. The Role information is displayed.

**(Show picture)**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/71034.gif?sv=2026-02-06&spr=https&st=2026-11-14T11%3A31%3A39Z&se=2026-11-14T12%3A31%3A39Z&sr=c&sp=r&sig=mZLgaBAnCmUCLPCemdXWjVfKOEyRCXL5ZC1XrNUbkNk%3D)
2. Enter a Role Name.

> [!NOTE]
> Note
> 
> The name of your company is already populated.
3. Enter a description (optional).
4. You can also add permissions for the role from this page.

**add permissions for the role**

  1. Click the plus sign ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/71050.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A31%3A39Z&se=2026-11-14T12%3A31%3A39Z&sr=c&sp=r&sig=mZLgaBAnCmUCLPCemdXWjVfKOEyRCXL5ZC1XrNUbkNk%3D) in the upper right next to Permissions.

The Add Permissions dialog is displayed.

**(Show picture)**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/71051.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A31%3A39Z&se=2026-11-14T12%3A31%3A39Z&sr=c&sp=r&sig=mZLgaBAnCmUCLPCemdXWjVfKOEyRCXL5ZC1XrNUbkNk%3D)
  2. Select permissions to assign to the selected Role.

**one or more**

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=2026-11-14T11%3A31%3A39Z&se=2026-11-14T12%3A31%3A39Z&sr=c&sp=r&sig=mZLgaBAnCmUCLPCemdXWjVfKOEyRCXL5ZC1XrNUbkNk%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=2026-11-14T11%3A31%3A39Z&se=2026-11-14T12%3A31%3A39Z&sr=c&sp=r&sig=mZLgaBAnCmUCLPCemdXWjVfKOEyRCXL5ZC1XrNUbkNk%3D)
  3. Click **Apply** and then **Save**.
5. Click **Save**.