Security Administration Default Roles and Default Permissions

Default roles and permissions in Security Administration grant users access to functions in CASH Workflow. Roles in CASH Workflow are used to arrange users in groups that are used for assigning tasks in Process Templates.

Default Role Default Permission Permission Group Description
Workflow Administrator Assign Tasks for All Role(s) CASH Workflow Allows an Account Administrator to assign tasks for all available CASH Workflow roles
Workflow Administrator Assign Tasks for My Role(s) CASH Workflow Allows an Account Administrator to assign tasks for their own CASH Workflow role only
Workflow Administrator Basic Workflow Access CASH Workflow

Allows an Account Administrator access to CASH Workflow. This is minimum required permission for a CASH Workflow user.
Workflow Administrator Claim Assigned Tasks CASH Workflow

Allows an Account Administrator to claim tasks that have already been assigned to other users
Workflow Administrator Claim Unassigned Tasks CASH Workflow Allows an Account Administrator to claim unassigned tasks
Workflow Administrator Delete All Processes CASH Workflow Allows an Account Administrator to delete any/all processes
Workflow Administrator Delete Documents CASH Workflow Allows an Account Administrator to delete previously uploaded documents from any task or process
Workflow Administrator 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.)
Workflow Administrator Download Documents CASH Workflow Allows an Account Administrator to download documents from any task or process
Workflow Administrator Edit Document Metadata CASH Workflow Allows an Account Administrator to add/edit a document’s placeholder, name, or notes
Workflow Administrator Launch Processes from CASH CASH Workflow

Allows an Account Administrator to start a CASH Workflow process from CASH Suite.
Workflow Administrator Manage Configuration CASH Workflow

Allows an Account Administrator to view and edit settings on configuration page
Workflow Administrator Manage Data Types CASH Workflow Allows an Account Administrator to view and edit data types
Workflow Administrator Manage Data Views CASH Workflow Allows an Account Administrator to view existing and create/edit data views
Workflow Administrator Manage Process Templates CASH Workflow

Allows an Account Administrator to create, edit, copy, deactivate, activate and delete CASH Workflow Process Templates.
Workflow Administrator Manage Roles CASH Workflow Allows an Account Administrator to view, create, edit and delete Roles
Workflow Administrator Manage Teams CASH Workflow Allows an Account Administrator to view, create, edit and delete Teams
Workflow Administrator Manage Users CASH Workflow Allows an Account Administrator to view, create and edit Users
Workflow Administrator Manage Workflow Permissions CASH Workflow Allows an Account Administrator to grant CASH Workflow permissions to other users
Workflow Administrator Pause All Processes CASH Workflow Allows an Account Administrator to pause any/all processes
Workflow Administrator 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.)
Workflow Administrator Stop All Processes CASH Workflow Allows an Account Administrator to stop any/all processes
Workflow Administrator 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.)
Workflow Administrator Test Process Templates CASH Workflow Allows an Account Administrator to start Process Templates from CASH Workflow for testing purposes
Workflow Administrator Upload Documents CASH Workflow Allows an Account Administrator to upload documents
Workflow Basic User Basic Workflow Access CASH Workflow Allows a user access to CASH Workflow. This is minimum required permission for a CASH Workflow user
Workflow Basic User Claim Assigned Tasks CASH Workflow Allows a user to claim tasks that have already been assigned to other users
Workflow Basic User Claim Unassigned Tasks CASH Workflow Allows a user to claim unassigned tasks
Workflow Basic User Delete Documents CASH Workflow Allows a user to delete previously uploaded documents from any task or process
Workflow Basic User Download Documents CASH Workflow Allows a user to download documents from any task or process
Workflow Basic User Edit Document Metadata CASH Workflow Allows a user to add/edit a document’s placeholder, name, or notes
Workflow Basic User Launch Processes from CASH CASH Workflow Allows a user to start a CASH Workflow process from CASH Suite
Workflow Basic User Pause My Process CASH Workflow Allows a user to pause their process. (A process is considered a user’s if they previously completed or currently have a task on a particular process.)
Workflow Basic User Stop My Process CASH Workflow Allows a user to stop their processes. (A process is considered a user’s if they previously completed or currently have task on a particular process.)
Workflow Basic User Upload Documents CASH Workflow Allows a user to upload documents
Workflow Basic User Receive Automated Tasks CASH Workflow If user has this permission, system will assign push tasks (sticky included) to that user (as long as they have the role needed for this task)
Workflow Power User Assign Tasks for All Role(s) CASH Workflow Allows a user to assign tasks for all available CASH Workflow roles
Workflow Power User Assign Tasks for My Role(s) CASH Workflow Allows a user to assign tasks for their own CASH Workflow role only
Workflow Power User Basic Workflow Access CASH Workflow Allows a user access to CASH Workflow. This is minimum required permission for a CASH Workflow user
Workflow Power User Claim Assigned Tasks CASH Workflow Allows a user to claim tasks that have already been assigned to other users
Workflow Power User Claim Unassigned Tasks CASH Workflow Allows a user to claim unassigned tasks
Workflow Power User Delete All Processes CASH Workflow Allows a user to delete any/all processes
Workflow Power User Delete Documents CASH Workflow Allows a user to delete previously uploaded documents from any task or process
Workflow Power User Delete My Process CASH Workflow Allows a user to delete their processes. (A process is considered a user’s if they previously completed or currently have a task on a particular process.)
Workflow Power User Download Documents CASH Workflow Allows a user to download documents from any task or process
Workflow Power User Edit Document Metadata CASH Workflow Allows a user to add/edit a document’s placeholder, name, or notes
Workflow Power User Launch Processes from CASH CASH Workflow Allows a user to start a CASH Workflow process from CASH Suite
Workflow Power User Manage Roles CASH Workflow Allows a user to view, create, edit and delete Roles
Workflow Power User Manage Teams CASH Workflow Allows a user to view, create, edit and delete Teams
Workflow Power User Manage Users CASH Workflow Allows a user to view, create and edit Users
Workflow Power User Pause All Processes CASH Workflow Allows a user to pause any/all processes
Workflow Power User Pause My Process CASH Workflow Allows a user to pause their process. (A process is considered a user’s if they previously completed or currently have a task on a particular process.)
Workflow Power User Stop All Processes CASH Workflow Allows a user to stop any/all processes
Workflow Power User Stop My Process CASH Workflow Allows a user to stop their processes. (A process is considered a user’s if they previously completed or currently have a task on a particular process.)
Workflow Power User Upload Documents CASH Workflow Allows a user to upload documents.