---
title: "Create roles"
description: "Create roles to manage user access to modules, companies, and permissions."
lang: en
languages:
  en: https://docs.vismasoftware.no/onestopreporting/administration/administration/roles/create-roles/index.md
  no: https://docs.vismasoftware.no/no/onestopreporting/administration/administration/roles/create-roles/index.md
lastmod: 2026-05-08
---

> Documentation index: https://docs.vismasoftware.no/onestopreporting/administration/administration/roles/llms.txt


# Create roles

Last modified May 8, 2026

> Create roles to manage user access to modules, companies, and permissions.


> [!IMPORTANT]
> Only top-level administrators can create new roles.

1. Go to **Administration**.
2. Click the top level in the organization tree.
3. Click **Roles**.
4. Click the button with **three dots ...** on the top right corner of the screen.
5. Click **New Role.**
6. Give the role a suitable **Name**.
7. (optional) Enter a description for the role.
8. Click **Save**.

## Add users to Roles

> [!IMPORTANT]
> Administrators at all levels (top, group, or client) can add users to roles.

1. Go to **Administration**
2. Go to the level in the organization tree where you want to add users.
3. Click **Roles**.
4. Click on an existing role.
5. Under **Users**, click ✏️ **Edit**.
6. Select the users to add by searching in the **Search** bar.
7. Click the user's name.
8. Click **Save**.

## Add Permissions to a role

1. Go to **Administration**
2. Go to the level in the organization tree where you want to add users.
3. Click **Roles**.
4. Click on an existing role.
5. Under **Permissions**, click ✏️ **Edit**.
6. Switch ![](https://docs.vismasoftware.no/onestopreporting/administration/administration/roles/create-roles/img/en/ON.png) On or ![](https://docs.vismasoftware.no/onestopreporting/administration/administration/roles/create-roles/img/en/OFF.png) Off the various permissions.

| **Permissions**                       | **Description**                                                                                                                                  |
|---------------------------------------|--------------------------------------------------------------------------------------------------------------------------------------------------|
| **Drilldown**                         | Allows users to drill down to see the underlying detail of the value presented in a report.                                                      |
| **View details for personal costs**   | View details for personal cost data.                                                                                                             |
| **View vouchers**                     | Allows users to drill down to see vouchers.                                                                                                      |
| **Download Excel files from Archive** | Allows users to download reports in **Archive** as Excel files. If a user does not have this permission, reports can only be downloaded as PDFs. |
| **Manage categories**                 | Allows users to create categories in the **Reporting** and **Budgeting** modules.                                                                |
| **Download budget templates**         | Allows users to get budget templates from the Marketplace in **Budgeting**.                                                                      |

----

| **Modules**                           | **Description**                                                                                                               |
|---------------------------------------|-------------------------------------------------------------------------------------------------------------------------------|
| **Dashboards**                        | Dashboards show predefined overview images of the company's finances.                                                         |
| **Import Data**                       | Allows users to access the **Import Data** module where they can manage manual import jobs to import data.                    |
| **Data Manager**                      | Allows users to edit data in Data Manager.                                                                                    |
| **Drilldown layout**                  | Allows users to customize the drilldown view in [Drilldown layout](https://docs.vismasoftware.no/onestopreporting/administration/drilldown/index.md).                        |
| **Budgeting and Multi Company setup** | Allows users to set up Budgeting and [Multi-Company](https://docs.vismasoftware.no/onestopreporting/administration/mclsetup/index.md) setup. (Only for Cloud Agent version.) |
| **Edit content**                      | Allows users to create or change queries in Data Explorer.                                                                    |

## Add labels to role

1. Go to **Administration.**
2. Go to the level in the organization tree where you want to add users.
3. Click **Roles**.
4. Click on an existing role.
5. Under **Labels**, click ✏️ **Edit**.
6. Add **Labels** to the role by selecting the labels from the **Add labels** list. By turning on the **Include all...** switches ![](https://docs.vismasoftware.no/onestopreporting/shared-images/img/en/word-image-25736-11-1.png) , you can select all labels.

> [!TIP]
> Learn more about roles, labels, and report distribution in [User Roles and Report Labels.](https://docs.vismasoftware.no/onestopreporting/administration/administration/roles/user-roles-and-report-labels/index.md)


---

[View this page](https://docs.vismasoftware.no/onestopreporting/administration/administration/roles/create-roles/)