Available Permissions for Custom Roles

Permissions and Descriptions

Default Permission Permission Group Description
Add User to Account Security Administration Allows an Account Administrator to add users to an account.
Assign or Remove Permissions for STS Administration Security Administration Allows an Account Administrator to assign or remove permissions in Security Administration.
Basic Access for Security Administration Security Administration Allows a user to have basic access to Security Administration.
Clone Account Security Administration Allows an Account Administrator to copy an account to create additional accounts.
Edit Account Security Administration Allows an Account Administrator to manage account information.
Edit Account Roles Security Administration Allows an Account Administrator to edit account users in an account.
Edit Account User Security Administration Allows an Account Administrator to edit account users in an account.
Remove User from Account Security Administration Allows an Account Administrator to remove users in an account.
Reset Account User Multifactor Authentication Security Administration Allows an Account Administrator to reset multifactor authentication for a user in Security Administration.
Reset Account User Password Security Administration Allows an Account Administrator to reset an account user password in an account.
Unlock Account User Security Administration Allows an Account Administrator to unlock a user in an account.
View Account Roles Security Administration Allows an Account Administrator to view account roles in an account.
View Account User Security Administration Allows an Account Administrator to view account users in an account.
Apply Process Vanceo Allows a user to apply a process to an associated transaction.
Assign or Remove Permissions for Vanceo Vanceo Allows a user to assign or remove permissions in Security Administration.
Assign Tasks for All Role(s) Vanceo Allows a user to assign tasks to any user in any workflow role.
Assign Tasks for My Role(s) Vanceo Allows a user to assign tasks to another user in their of workflow roles.
Basic Vanceo Access Vanceo Allows a user access to Vanceo. This is the minimum required permission for a Vanceo user.
Categorize Attachments Vanceo Allows a user to create categories for attachments.
Claim/Assign Inquiries Vanceo Allows a user to claim and assign inquiries.
Claim Assigned Tasks Vanceo Allows a user to claim an assigned task.
Claim Unassigned Tasks Vanceo Allows a user to claim an unassigned task.
Create Consumer/Commercial Transaction Vanceo Allows a user to create consumer and commercial transactions.
Delete Attachments Vanceo Allows a user to delete attachment.
Delete Consumer/Commercial Transaction Vanceo Allows a user to delete consumer and commercial transactions.
Delete Inquiry Vanceo Allows a user to delete an inquiry.
Export/Import Process Templates Vanceo Along with the “Manage Process Templates” permission, allows a user to export/import a single process template.
Import/Export Consumer/Commercial Transaction Vanceo Allows a user to import and export consumer and commercial transactions.
Manage Attachment Categories Vanceo Allows a user to view, add, and delete categories for attachments.
Manage Branding Options Vanceo Allows a user to manage branding options.
Manage Library Tasks Vanceo Along with the “Manage Process Templates” permission, allows a user to view library tasks, add tasks to the library, edit and delete custom library tasks.
Manage Process Templates Vanceo Allows a user to create, edit, copy, deactivate, activate, and delete Vanceo Process Templates. This permission also allows user to view library tasks.
Manage Roles Vanceo Allows a user to view and edit workflow roles.
Manage Users Vanceo Allows a user to view and edit assigned process roles for users.
Manage Stage Order Vanceo Allows a user to customize the stage order that can be used to filter transactions on the Transactions graph in a workflow process.
Manage Working Schedule Vanceo Allows a user to manage the working schedule (working days, working hours, time zone) that is used set due and completion dates when defining tasks in a workflow process.
Receive Automated Tasks Vanceo Allows Vanceo to automatically assign tasks to users within their Workflow Role.
Remove Process Vanceo Allows a user to remove a process associated to a transaction.
Rename Attachments Vanceo Allows a user to rename an attachment.
Reopen Tasks for All Roles Vanceo Allows a user to reopen any task for any workflow role after it has been completed.
Share Views Vanceo Allows a user to share views.
Stop Process Vanceo Allows a user to stop a process associated to a transaction. This also stops any currently active tasks.
View Pipeline/Funding Reports Vanceo Allows a user to view pipeline and funding reports.