# Create a Role

## Set up Infoplus users with a specific Role type, and then assign that role specific permissions to grant them access only to what they need.

A **Role** is a group of permissions. For example, you can create an "Account Representative" role with certain permissions related to that job title and then assign users to that role. NOTE: You can assign additional permissions to a user, beyond his/her role, if needed. See [Edit User Permissions](/content/knowledge-base/view-/-edit-role-permissions?hsLang=en/index.html) for more information.

### **How to Create a Role**

1. Access the **Roles** Table by pressing the **dot** (period) on your keyboard and selecting **Role** from the **Quick Actions** drop-down list.
2. Click the **Create New** button in the top right. The **Create New Role** window appears:

3. Enter a name for the Role into the **Role name** field (i.e., Warehouse Ops).
4. **Idle session timeout (min.)** allows you to tell Infoplus when you want **Users** that have this **Role** assigned to be logged out of the system.  The value this field is looking for is in minutes.
5. You can assign users to this role now or later. To assign users to the role in this window, click the drop-down arrow in the **Select Users** field. Click on a user. Continue to click the drop-down arrow to select additional users. **NOTE**: If you want to remove a user you selected, click the X that appears in the top right corner of the username.
6. To select the Line of Business(es) that will use this role, click the drop-down arrow in the **Select Line of Business** field. Click on an LOB. Continue to click the drop-down arrow to select additional LOBs.
7. Click **Create New Role**. The Role appears in the Role Manager window.

### **How to Assign Permissions to a Role**

After creating a role, you need to assign permissions to the role (i.e., permission to edit records in the Order table).

1. Access the **Roles** table by pressing the **dot** (period) on your keyboard and selecting **Role** from the **Quick Actions** drop-down list.
2. Click the  that appears at the end of the row for the role you want to add permissions to.
3. Select **Permissions** from the drop-down menu. The **Edit Permissions** window appears:

\- Permissions are grouped by Infoplus application. The left side of the window contains the list of applications. The right side contains the permission options within each application.

4. On the left, **select an application** to narrow the permissions that display, or keep **All** selected (which shows all permissions on the right).

**NOTE:** You can use the **Search Permissions** field to search for a set of permissions. For example, if you want to see all permissions related to Orders, type Order into the Search Permissions field and press Enter.

5. On the right, **select the permissions** to be assigned to the role by clicking the appropriate checkboxes. NOTE: You can assign "Read", "Create", "Edit", and "Delete" permissions to Infoplus tables (i.e., the Billing Code table), but you can only assign "Has Access" permission to processes and reports.

6. After selecting the permissions, click **Save**. You will return to the Roles table.

NOTE: If you want to edit a role's permissions, click the  at the end of the role's record and select **Permissions**.

### **How to Rename a Role**

1. Access the **Roles** table by pressing the **dot** (period) on your keyboard and selecting **Role** from the **Quick Actions** drop-down list.
2. Click the  that appears at the end of the row for the role you want to edit.
3. Select **Edit** from the drop-down menu.
4. Type a new name for the **Role** and click **Edit Role**.