Workflow Administrator

Permissions and Descriptions

Default Permission Permission Group Description
Assign Tasks for All Role(s) CASH Workflow Allows an Account Administrator to assign tasks for all available CASH Workflow roles.
Assign Tasks for My Role(s) CASH Workflow Allows an Account Administrator to assign tasks for their own CASH Workflow role only.
Basic Workflow Access CASH Workflow Allows an Account Administrator access to CASH Workflow. This is minimum required permission for a CASH Workflow user.
Claim Assigned Tasks CASH Workflow Allows an Account Administrator to claim tasks that have already been assigned to other users.
Claim Unassigned Tasks CASH Workflow Allows an Account Administrator to claim unassigned tasks.
Delete All Processes CASH Workflow Allows an Account Administrator to delete any/all processes.
Delete Documents CASH Workflow Allows an Account Administrator to delete previously uploaded documents from any task or process.
Delete My Process CASH Workflow Allows an Account Administrator to delete their processes. (A process is considered a user’s if they previously completed or currently have a task on a particular process.)
Download Documents CASH Workflow Allows an Account Administrator to download documents from any task or process.
Edit Document Metadata CASH Workflow Allows an Account Administrator to add/edit a document’s placeholder, name, or notes.
Launch Processes from CASH CASH Workflow Allows an Account Administrator to start a CASH Workflow process from CASH Suite.
Manage Configuration CASH Workflow Allows an Account Administrator to view and edit settings on configuration page.
Manage Data Types CASH Workflow Allows an Account Administrator to view and edit data types.
Manage Data Views CASH Workflow Allows an Account Administrator to view existing and create/edit data views.
Manage Process Templates CASH Workflow Allows an Account Administrator to create, edit, copy, deactivate, activate and delete CASH Workflow Process Templates.
Manage Roles CASH Workflow Allows an Account Administrator to view, create, edit and delete Roles.
Manage Teams CASH Workflow Allows an Account Administrator to view, create, edit and delete Teams.
Manage Users CASH Workflow Allows an Account Administrator to view, create and edit Users.
Manage Workflow Permissions CASH Workflow Allows an Account Administrator to grant CASH Workflow permissions to other users.
Pause All Processes CASH Workflow Allows an Account Administrator to pause any/all processes.
Pause My Process CASH Workflow Allows an Account Administrator to pause their process. (A process is considered a user’s if they previously completed or currently have a task on a particular process.)
Share Grid Views CASH Workflow Allows a user share grid views.
Share Report Views CASH Workflow Allows a user to share report views.
Stop All Processes CASH Workflow Allows an Account Administrator to stop any/all processes.
Stop My Process CASH Workflow Allows an Account Administrator to stop their processes. (A process is considered a user’s if they previously completed or currently have a task on a particular process.)
Test Process Templates CASH Workflow Allows an Account Administrator to start Process Templates from CASH Workflow for testing purposes.
Upload Documents CASH Workflow Allows an Account Administrator to upload documents.