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 "Manage Security Administration Account" Default Role and Permissions

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

CASH Workflow "Workflow Administrator" Default Role and Permissions

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.)
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.

CASH Workflow "Workflow Basic User" Default Role and Permissions

Default Permission Permission Group Description
Basic Workflow Access CASH Workflow Allows a user access to CASH Workflow. This is minimum required permission for a CASH Workflow user.
Claim Assigned Tasks CASH Workflow Allows a user to claim tasks that have already been assigned to other users.
Claim Unassigned Tasks CASH Workflow Allows a user to claim unassigned tasks.
Delete Documents CASH Workflow Allows a user to delete previously uploaded documents from any task or process.
Download Documents CASH Workflow Allows a user to download documents from any task or process.
Edit Document Metadata CASH Workflow Allows a user to add/edit a document’s placeholder, name, or notes.
Launch Processes from CASH CASH Workflow Allows a user to start a CASH Workflow process from CASH Suite.
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.)
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.)
Upload Documents CASH Workflow Allows a user to upload documents.

CASH Workflow "Workflow Power User" Default Role and Permissions

Default Permission Permission Group Description
Assign Tasks for My Role(s) CASH Workflow Allows a user to assign tasks for their own CASH Workflow role only.
Basic Workflow Access CASH Workflow Allows a user access to CASH Workflow. This is minimum required permission for a CASH Workflow user.
Claim Assigned Tasks CASH Workflow Allows a user to claim tasks that have already been assigned to other users.
Claim Unassigned Tasks CASH Workflow Allows a user to claim unassigned tasks.
Delete All Processes CASH Workflow Allows a user to delete any/all processes.
Delete Documents CASH Workflow Allows a user to delete previously uploaded documents from any task or process.
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.)
Download Documents CASH Workflow Allows a user to download documents from any task or process.
Edit Document Metadata CASH Workflow Allows a user to add/edit a document’s placeholder, name, or notes.
Launch Processes from CASH CASH Workflow Allows a user to start a CASH Workflow process from CASH Suite.
Manage Roles CASH Workflow Allows a user to view, create, edit and delete Roles.
Manage Teams CASH Workflow Allows a user to view, create, edit and delete Teams.
Manage Users CASH Workflow Allows a user to view, create and edit Users.
Pause All Processes CASH Workflow Allows a user to pause any/all processes.
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.)
Stop All Processes CASH Workflow Allows a user to stop any/all processes.
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.)
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.