> For the complete documentation index, see [llms.txt](https://docs.finout.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.finout.io/settings/role-based-access-control-rbac/managing-roles/creating-a-custom-role.md).

# Creating a Custom Role

Assign specific roles to users tailored to your company's needs.

**To create a new custom role**:

<figure><img src="/files/KJvgDFNX6uHS8jwrieHQ" alt=""><figcaption></figcaption></figure>

1. In Finout, click on your username at the top right of the console and then select **Admin Portal**.\
   The account profile appears.<br>

   <figure><img src="https://downloads.intercomcdn.eu/i/o/17943925/277f3679a2539e0b378c4d4f/image.png?expires=1727770500&#x26;signature=2540915b236743ddbc5a072c6815ea80a4e9573956bf64c15d09a90cc7883e2e&#x26;req=0dJmwVvzrjJk2hL085ZhoXpj8i5dSAN7HHAFvcoMv9IlRyUU3MWSwhANkxFd%0AKA%3D%3D%0A" alt=""><figcaption></figcaption></figure>

   <figure><img src="/files/QaTrJix8ToWPvVZYEUBI" alt=""><figcaption></figcaption></figure>
2. Click **Roles**.\
   You are brought to the **Roles** page.

   <div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><p>​<strong>Note</strong>: This page is only accessible by Admins.</p></div>

   <figure><img src="/files/U8s6kmn7fYyQcuEL8viq" alt=""><figcaption></figcaption></figure>

   <figure><img src="https://downloads.intercomcdn.eu/i/o/17943911/1637c4bbcd101e0d372a9f59/image.png?expires=1727770500&#x26;signature=3dd828a8c52beff766f3202085ea4f37399a1cd92e77ddfdf31be4a1568338ab&#x26;req=0dJmwVvzrTZk2hL085ZhodCSqnlkm9czD9yXzG0b7qJPNH1%2FHvCJIgMzOvnI%0AsQ%3D%3D%0A" alt=""><figcaption></figcaption></figure>
3. Click **Create New Role**.\
   The **Create Role** pop-up appears.

   <div align="left"><figure><img src="/files/jPBnuZUZ3pTI8yRej9bc" alt=""><figcaption></figcaption></figure></div>

   <figure><img src="https://downloads.intercomcdn.eu/i/o/17445792/438d43f7c0e7265557d09b50/image.png?expires=1727770500&#x26;signature=32bd013ce7f40becf0bbfe8bc4c1b19c8e192645aadbb0568c837ef173fa7fe0&#x26;req=0dJrwV39pTVk2hL085ZhoWB22j1DGSWPT%2FzBjZo%2B98BH9vviJhsiIoCjfSji%0Awg%3D%3D%0A" alt=""><figcaption></figcaption></figure>
4. Add a role name and description.
5. Optionally toggle on **Default role**.\
   ​This allows an Admin to assign any new user this default role by clicking the **Copy invite link** while inviting a new user. See [Inviting a User](/settings/role-based-access-control-rbac/managing-users/inviting-a-user.md).
6. Click **Next**.\
   You are brought to the **Choose permissions** step.

   <div align="left"><figure><img src="/files/xgifZAK7x7cMk7r2HXQM" alt=""><figcaption></figcaption></figure></div>

   <figure><img src="https://downloads.intercomcdn.eu/i/o/17445835/b5e4ccae0fe15d5a7b1aa9ae/image.png?expires=1727770500&#x26;signature=e36a0b2a6bc9365126956187e1f4a91ad000479660bb10461f678e110733781c&#x26;req=0dJrwV3yrzJk2hL085ZhodgwohALVTd%2FM0CNQsYogdSJ%2FjUCTufyl4KT6Vlr%0Ayw%3D%3D%0A" alt=""><figcaption></figcaption></figure>
7. Include or exclude permissions to customize your new role and click **Create Role**. See the [list of permissions](/settings/role-based-access-control-rbac/managing-roles/permissions-list.md).\
   Your new role is created and appears on the Roles page.


---

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