Roles

A Role is a collection of permissions that is assigned to a user. When a user is assigned a role, the user also is assigned the permissions attached to the role. Permissions allow access to specific functions and actions in a product.

Wolters Kluwer provides preset roles and permissions for each product.
You can edit roles by selecting/deselecting permissions for a role. Permissions cannot be added or edited.
You can add and delete custom roles. You can add as many permissions for a custom role as needed and you can select permissions from multiple products.

For more information, refer to the product-specific Roles and Permissions.

Adding/Deleting a Custom Role

After selecting +Role on the Roles page, enter role information and select permissions. To delete a role, select the circled X next to a role.

Editing a Role

You cannot edit Wolters Kluwer provide roles. You can only edit custom roles that you added. Select the role and make your changes.

CASH Workflow Roles and Permissions

Wolters Kluwer provides four default roles for the CASH Workflow product: Manage Security Administration Account, Workflow Administrator, Workflow Power User, and Workflow Basic User.

The Default Roles and Default Permissions grid details what permissions are set in the default role.
The Available Permissions for the Custom Roles grid details what permissions are available to select from when creating a new role or making edits to existing roles.

CASH Workflow Default Roles and Default Permissions

Default Role	Default Permission	Permission Group	Description
Manage Security Administration Account	Clone Account	Security Administration	Allows an Account Administrator to copy an account to create additional accounts.
Manage Security Administration Account	Manage Account	Security Administration	Allows an Account Administrator to manage account information.
Manage Security Administration Account	Manage Account Users	Security Administration	Allows an Account Administrator to manage other users.
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 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.

Available CASH Workflow Permissions for Custom Roles

Permission Group	Available Permissions	Description
CASH Workflow	Assign Tasks for All Role(s)	Allows a user to assign tasks for all available CASH Workflow roles.
CASH Workflow	Assign Tasks for My Role(s)	Allows a user to assign tasks for their own CASH Workflow role only.
CASH Workflow	Basic Workflow Access	Allows a user access to CASH Workflow. This is a minimum required permission for a CASH Workflow user.
CASH Workflow	Claim Assigned Tasks	Allows a user to claim tasks that have already been assigned to other users.
CASH Workflow	Claim Unassigned Tasks	Allows a user to claim unassigned tasks.
CASH Workflow	Delete All Processes	Allows a user to delete any/all processes.
CASH Workflow	Delete Documents	Allows a user to delete previously uploaded documents from any task or process.
CASH Workflow	Delete My Process	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.)
CASH Workflow	Download Certificates	Allows an Account Administrator to view the Client Authentication Page and download a certificate for configuring the integrations between products such as CASH Workflow and CASH Suite.
CASH Workflow	Download Documents	Allows a user to download documents from any task or process.
CASH Workflow	Edit Document Metadata	Allows a user to add/edit a document’s placeholder, name, or notes.
CASH Workflow	Launch Processes from CASH	Allows a user to start a CASH Workflow process from CASH Suite.
CASH Workflow	Manage Account	Allows an Account Administrator to manage account information and users.
CASH Workflow	Manage Configuration	Allows an Account Administrator to view and edit settings on configuration page.
CASH Workflow	Manage Data Types	Allows an Account Administrator to view and edit data types.
CASH Workflow	Manage Data Views	Allows an Account Administrator to view existing and create/edit data views.
CASH Workflow	Manage Process Templates	Allows an Account Administrator to create, edit, copy, deactivate, activate, and delete CASH Workflow Process Templates.
CASH Workflow	Manage Roles	Allows a user to view, create, edit and delete Roles.
CASH Workflow	Manage Teams	Allows user to view, create, edit and delete Teams.
CASH Workflow	Manage Users	Allows a user to view, create and edit Users.
CASH Workflow	Manage Workflow Permissions	Allows an Account Administrator to grant CASH Workflow permissions to other users.
CASH Workflow	Pause All Processes	Allows a user to pause any/all processes.
CASH Workflow	Pause My Process	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.)
CASH Workflow	Stop All Processes	Allows a user to stop any/all processes.
CASH Workflow	Stop My Process	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.)
CASH Workflow	Test Process Templates	Allows an Account Administrator to start Process Templates from CASH Workflow for testing purposes.
CASH Workflow	Upload Documents	Allows a user to upload documents.
Security Administration	Clone Account	Allows an Account Administrator to copy an account to create additional accounts.
Security Administration	Manage Account Users	Allows an Account Administrator to manage users.
Security Administration	Manage IP Filtering	Allows an Account Administrator to add or remove IP Addresses in the IP Address list in IP Filtering.

Default Roles within Account Recordkeeping Services

Role	Description
ARS Administrator	Allows a user to: View/Create/Modify party information for Account Owners/Beneficiaries. View/Create/Modify party information for Transactions. View/Create/Modify party information on the Message Center website. View system created reports and create on-demand reports.
Manage Account Recordkeeping Services	Allows an Account Administrator to: Copy an account. Add, edit and delete Account Recordkeeping Services users in Administration. Have basic access to Account Recordkeeping Services. Maintain account information in Administration.

Default Roles within ComplianceOne® assumptions

Role	Description
Assumptions Loan Originator	Allows a user to create transactions in the application and closing phases in ComplianceOne® assumptions.
Manage Assumptions	Allows an Account Administrator to: Copy an account Add, edit and delete ComplianceOne® assumptions users in Administration Maintain account information in Administration Maintain Templates in Administration

Available ComplianceOne® assumptions permissions

Permission	Functions
Basic Access for ComplianceOne® assumptions	Allows a user to access ComplianceOne® assumptions.
Create Transaction in Application Phase for ComplianceOne® assumptions	Allows a user to create transactions in the application phase.
Create Transaction in Closing Phase for ComplianceOne® assumptions	Allows a user to create transactions in the closing phase.
Manage Administration for ComplianceOne® assumptions	Allows an Account Administrator to access Administration.
Manage IP Filter	Allows an Account Administrator to add or remove IP Addresses to the IP Address whitelist within SECURITY. Warning: Modifying the IP Address Whitelist is not recommended during regular business hours. Users may be negatively affected if changes are made while they are using the application.
Manage Template Administration for ComplianceOne® assumptions	Allows an Account Administrator to access Templates in Administration.
Override Transaction Validation Warnings in Application Phase for ComplianceOne® assumptions	Allows a user to override validation warnings on transactions in the application phase.
Override Transaction Validation Warnings in Closing Phase for ComplianceOne® assumptions	Allows a user to override validation warnings on transactions in the closing phase.
Print/Preview Documents Only in Application Phase for ComplianceOne® assumptions	Allows a user to print, preview, email, and save documents on transactions in the application phase.
Print/Preview Documents Only in Closing Phase for ComplianceOne® assumptions	Allows a user to print, preview, email, and save documents on transactions in the closing phase.

Default Roles within DocOne® Default

Role	Description
Basic Access DocOne® Default	Allows a user to create, search, copy, and edit transactions in DocOne® Default, as well as access the Fulfillment Manager.
Manage DocOne® Default	Allows an Account Administrator to: Copy an account Add, edit and delete DocOne® Default users in Administration Delete DocOne® Default transactions Have Basic Access to DocOne® Default Manage DocOne® Default.

Available DocOne® Default permissions

Permission	Functions
Basic Access for DocOne® Default	Allows a user to create, search, copy, and edit transactions.
Delete Transactions for DocOne® Default	Allows a user to delete transactions.
Manage Administration for DocOne® Default	Allows an Account Administrator to access Administration.
Manage IP Filter	Allows an Account Administrator to add or remove IP Addresses to the IP Address whitelist within SECURITY. Warning: Modifying the IP Address Whitelist is not recommended during regular business hours. Users may be negatively affected if changes are made while they are using the application.