# 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.

## Account Recordkeeping Services (ARS) ARS Administrator 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.
Download Certificates | Security Administration | 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.
Manage IP Filtering | Security Administration | Allows an Account Administrator to add or remove IP Addresses in the IP Address list in IP Filtering.
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.

## Account Recordkeeping Services (ARS) Manage Account Recordkeeping Services 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.
Download Certificates | Security Administration | 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.
Manage IP Filtering | Security Administration | Allows an Account Administrator to add or remove IP Addresses in the IP Address list in IP Filtering.
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 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.

## CASH Workflow Available 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.

## ComplianceOne assumptions Roles and Permissions

Wolters Kluwer provides three default roles for the ComplianceOne assumptions product: Manage Security Administration Account, Manage Assumptions, and Assumptions Loan Originator. The Manage Security Administration Account default role has been added as a part of the new Security Administration component. The new default role will be available on all new accounts created after 10/19/2017. The existing Manage Assumptions Default role will include a new permission titled Manage Account. For new accounts after 10/19/2017, the Manage Assumptions role will only contain the ComplianceOne assumptions permissions and the account permissions will now be tied to the Manage Security Administration Account default role.

- 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.

## ComplianceOne assumptions"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.

## ComplianceOne assumptions "Manage Assumptions" Roles and Permissions

Manage Mortgage Role (Account Created After 10/19/2017)

Default Permission | Permission Group | Description
--- | --- | ---
Basic Access for ComplianceOne assumptions | ComplianceOne assumptions | ????? Inactive
Create Transaction in application phase | ComplianceOne assumptions | Allows the user to: Create an Application transaction without a template or with a template; copy a transaction; delete a transaction; print/preview/save; and email documents. Access Party Management to create, edit, and delete party records.
Create transaction in Closing Phase | ComplianceOne assumptions | Allows the user to: Create a Closing transaction without a template; with a template; copy a transaction; delete a transaction; print/preview/save; and email documents . Access Party Management to create, edit, and delete party records.
Import Administration Data | ComplianceOne assumptions | Import doesn't work with STS
Manage Administration for ComplianceOne assumptions | ComplianceOne assumptions | Allows an Account Administrator to access Administration.
Manage Template and Policy Group Administration for ComplianceOne assumptions | ComplianceOne assumptions | Allows an Account Administrator to create, edit, copy and delete templates and policy group configurations (Administration). Does this work?
Override Transaction Validation Warnings in Application Phase | ComplianceOne assumptions | Allows a user to override validation warnings on transactions in the application phase.
Override Transaction Validation Warnings in the Closing Phase | ComplianceOne assumptions | Allows a user to override validation warnings on transactions in the closing phase.
Print/Preview Documents Only in the Application phase | ComplianceOne assumptions | Allows a user to print, preview, email and save documents on transactions in the application phase.
Print/Preview Documents Only in the Closing Phase | ComplianceOne assumptions | Allows a user to print, preview, email and save documents on transactions in the closing phase.
User must Use a Template to Create a Transaction in Application Phase | ComplianceOne assumptions | ??? inactive
User must Use a Template to Create a Transaction in Closing Phase | ComplianceOne assumptions | ??? inactive

Manage ComplianceOne assumptions (Account Created Prior To 10/19/2017) Role

Default Permission | Permission Group | Description
--- | --- | ---
Basic Access for ComplianceOne assumptions | ComplianceOne assumptions | ????? Incactive
Create Transaction in application phase | ComplianceOne assumptions | Allows the user to: Create an Application transaction without a template or with a template; copy a transaction; delete a transaction; print/preview/save; and email documents. Access Party Management to create, edit, and delete party records.
Create transaction in Closing Phase | ComplianceOne assumptions | Allows the user to: Create a Closing transaction without a template; with a template; copy a transaction; delete a transaction; print/preview/save; and email documents . Access Party Management to create, edit, and delete party records.
Import Administration Data | ComplianceOne assumptions | Import doesn't work with STS
Manage Administration for ComplianceOne assumptions | ComplianceOne assumptions | Allows an Account Administrator to access Administration.
Manage Template and Policy Group Administration for ComplianceOne assumptions | ComplianceOne assumptions | Allows an Account Administrator to create, edit, copy and delete templates and policy group configurations (Administration). Does this work?
Override Transaction Validation Warnings in Application Phase | ComplianceOne assumptions | Allows a user to override validation warnings on transactions in the application phase.
Override Transaction Validation Warnings in the Closing Phase | ComplianceOne assumptions | Allows a user to override validation warnings on transactions in the closing phase.
Print/Preview Documents Only in the Application phase | ComplianceOne assumptions | Allows a user to print, preview, email and save documents on transactions in the application phase.
Print/Preview Documents Only in the Closing Phase | ComplianceOne assumptions | Allows a user to print, preview, email and save documents on transactions in the closing phase.
User must Use a Template to Create a Transaction in Application Phase | ComplianceOne assumptions | ??? inactive
User must Use a Template to Create a Transaction in Closing Phase | ComplianceOne assumptions | ??? inactive
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.

## ComplianceOne assumptions Available Permissions

Permission | Permission Group | 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.
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.

## ComplianceOne mortgage Roles and Permissions

Wolters Kluwer provides three default roles for the ComplianceOne mortgage product: Manage Security Administration Account, Manage Mortgage, and Mortgage Loan Originator. The Manage Security Administration Account default role has been added as a part of the new Security Administration component. The new default role will be available on all new accounts created after 10/19/2017. The existing Manage Mortgage Default role will include a new permission titled Manage Account. For new accounts after 10/19/2017, the Manage Mortgage role will only contain the ComplianceOne mortgage permissions and the account permissions will now be tied to the Manage Security Administration Account default role.

- 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.

## ComplianceOne mortgage"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.

## ComplianceOne mortgage "Manage Mortgage" Roles and Permissions

Manage Mortgage Role (Account Created After 10/19/2017)

Default Permission | Permission Group | Description
--- | --- | ---
Basic Access for ComplianceOne mortgage | ComplianceOne mortgage | ????? Incactive
Create Transaction in application phase | ComplianceOne mortgage | Allows the user to: Create an Application transaction without a template or with a template; copy a transaction; delete a transaction; print/preview/save; and email documents. Access Party Management to create, edit, and delete party records.
Create transaction in Closing Phase | ComplianceOne mortgage | Allows the user to: Create a Closing transaction without a template; with a template; copy a transaction; delete a transaction; print/preview/save; and email documents . Access Party Management to create, edit, and delete party records.
Import Administration Data | ComplianceOne mortgage | Import doesn't work with STS
Manage Administration for ComplianceOne mortgage | ComplianceOne mortgage | Allows an Account Administrator to access Administration.
Manage Template and Policy Group Administration for ComplianceOne mortgage | ComplianceOne mortgage | Allows an Account Administrator to create, edit, copy and delete templates and policy group configurations (Administration). Does this work?
Override Transaction Validation Warnings in Application Phase | ComplianceOne mortgage | Allows a user to override validation warnings on transactions in the application phase.
Override Transaction Validation Warnings in the Closing Phase | ComplianceOne mortgage | Allows a user to override validation warnings on transactions in the closing phase.
Print/Preview Documents Only in the Application phase | ComplianceOne mortgage | Allows a user to print, preview, email and save documents on transactions in the application phase.
Print/Preview Documents Only in the Closing Phase | ComplianceOne mortgage | Allows a user to print, preview, email and save documents on transactions in the closing phase.
User must Use a Template to Create a Transaction in Application Phase | ComplianceOne mortgage | ??? inactive
User must Use a Template to Create a Transaction in Closing Phase | ComplianceOne mortgage | ??? inactive

Manage ComplianceOne mortgage (Account Created Prior To 10/19/2017) Role

Default Permission | Permission Group | Description
--- | --- | ---
Basic Access for ComplianceOne mortgage | ComplianceOne mortgage | ????? Incactive
Create Transaction in application phase | ComplianceOne mortgage | Allows the user to: Create an Application transaction without a template or with a template; copy a transaction; delete a transaction; print/preview/save; and email documents. Access Party Management to create, edit, and delete party records.
Create transaction in Closing Phase | ComplianceOne mortgage | Allows the user to: Create a Closing transaction without a template; with a template; copy a transaction; delete a transaction; print/preview/save; and email documents . Access Party Management to create, edit, and delete party records.
Import Administration Data | ComplianceOne mortgage | Import doesn't work with STS
Manage Administration for ComplianceOne mortgage | ComplianceOne mortgage | Allows an Account Administrator to access Administration.
Manage Template and Policy Group Administration for ComplianceOne mortgage | ComplianceOne mortgage | Allows an Account Administrator to create, edit, copy and delete templates and policy group configurations (Administration). Does this work?
Override Transaction Validation Warnings in Application Phase | ComplianceOne mortgage | Allows a user to override validation warnings on transactions in the application phase.
Override Transaction Validation Warnings in the Closing Phase | ComplianceOne mortgage | Allows a user to override validation warnings on transactions in the closing phase.
Print/Preview Documents Only in the Application phase | ComplianceOne mortgage | Allows a user to print, preview, email and save documents on transactions in the application phase.
Print/Preview Documents Only in the Closing Phase | ComplianceOne mortgage | Allows a user to print, preview, email and save documents on transactions in the closing phase.
User must Use a Template to Create a Transaction in Application Phase | ComplianceOne mortgage | ??? inactive
User must Use a Template to Create a Transaction in Closing Phase | ComplianceOne mortgage | ??? inactive
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.

## ComplianceOne mortgage "Manage Loan Originator" Default Role and Permissions

Default Permission | Permission Group | Description
--- | --- | ---
Create Transaction in application phase | ComplianceOne mortgage | Allows the user to: Create an Application transaction without a template or with a template; copy a transaction; delete a transaction; print/preview/save; and email documents. Access Party Management to create, edit, and delete party records.
Create transaction in Closing Phase | ComplianceOne mortgage | Allows the user to: Create a Closing transaction without a template; with a template; copy a transaction; delete a transaction; print/preview/save; and email documents . Access Party Management to create, edit, and delete party records.

## ComplianceOne mortgage Available Permissions for Custom Roles

Default Permission | Permission Group | Description
--- | --- | ---
Create Transaction in application phase | ComplianceOne mortgage | Allows the user to: Create an Application transaction without a template or with a template; copy a transaction; delete a transaction; print/preview/save; and email documents. Access Party Management to create, edit, and delete party records.
Create transaction in Closing Phase | ComplianceOne mortgage | Allows the user to: Create a Closing transaction without a template; with a template; copy a transaction; delete a transaction; print/preview/save; and email documents . Access Party Management to create, edit, and delete party records.

## Expere Document Services Roles and Permissions

Wolters Kluwer provides three default roles for the Expere Document Services product: Manage Security Administration Account, Manage Expere Document, and Toolsuite Expere Document Services. The Manage Security Administration Account default role has been added as a part of the new Security Administration component. The new default role will be available on all new accounts created after 10/19/2017. The existing Manage Flood Determination Services default role will include a new permission titled Manage Account. For new accounts after 10/19/2017, the Manage Expere Document Services role will only contain the Expere Docoument Services permissions and the account permissions will now be tied to the Manage Security Administration Account default role.

- 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.

## Expere Document Services "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.

## Expere Document Services "Manage Expere Document Services" Default Role and Permissions (Account Created After 10/19/2017)

Default Permission | Permission Group | Description
--- | --- | ---
Basic Access for Expere Document Services | Expere Document Services | Allows a user to access Expere® Document Services.
Manage Administration for Expere Document Services | Expere Document Services | Allows an Account Administrator to access Administration.
Toolsite Access | Expere Document Services | Allows access to the Expere® Document Services Toolsuite with limited access to options available in the Toolsuite.

## Expere Document Services "Manage Expere Document Services" Default Role and Permissions (Account Created Prior To 10/19/2017)

Default Permission | Permission Group | Description
--- | --- | ---
Basic Access for Expere Document Services | Expere Document Services | Allows a user to access Expere® Document Services.
Manage Administration for Expere Document Services | Expere Document Services | Allows an Account Administrator to access Administration.
Toolsite Access | Expere Document Services | Allows access to the Expere® Document Services Toolsuite with limited access to options available in the Toolsuite.
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.

## Expere Document Services "Toolsuite Expere Document Services" Default Role and Permissions

Default Permission | Permission Group | Description
--- | --- | ---
Toolsite Access | Expere Document Services | Allows access to the Expere® Document Services Toolsuite with limited access to options available in the Toolsuite.

## Expere Document Services Available Permissions for Custom Roles

Default Permission | Permission Group | Description
--- | --- | ---
Basic Access for Expere Document Services | Expere Document Services | Allows a user to access Expere® Document Services.
Expose Management Services | Expere Document Services | Allows a user to manage and deploy libraries for use by Expere® Document Services.
Manage Administration for Expere Document Services | Expere Document Services | Allows an Account Administrator to access Administration.
Manage IP Filter | Expere Document Services | Allows an Account Administrator to add or remove IP Addresses in the IP Address list in IP Filtering.
Submit XML for Document Generation Servies | Expere Document Services | Allows a user to submit a transaction for use by Expere® Document Services.
Toolsite Access | Expere Document Services | Allows access to the Expere® Document Services Toolsuite with limited access to options available in the Toolsuite.
Deliver Call Access | Expere Document Services | Allows access to the following options: Select Generate and Deliver Delivered Images Delivery History Deliver Note: This permission should only be assigned to user accounts that use the Customer Test Environment. Production user accounts should never be granted this permission.

## Flood Determination Services(FDS) Roles and Permissions

Wolters Kluwer provides three default roles for the Flood Determination Services product: Manage Security Administration Account, Manage Flood Determination Services, and View Other Accounts. The Manage Security Administration Account default role has been added as a part of the new Security Administration component. The new default role will be available on all new accounts created after 10/19/2017. The existing Manage Flood Determination Services default role will include a new permission titled Manage Account. For new accounts after 10/19/2017, the Manage Flood Determination Services role will only contain the FDS Basic permissions and the account permissions will now be tied to the Manage Security Administration Account default role.

- 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.

## Expere "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.

## Flood Determination Services(FDS) "Manage Flood Determination Services" Default Roles and Permissions

Manage Flood Determination Services Default Role (Account Created After 10/19/2017)

Default Permission | Permission Group | Description
--- | --- | ---
Basic Access for FDS Basic | FDS Basic | Allows a user to access FDS Basic.
Manage Administration for FDS Basic | FDS Basic | Allows an Account Administrator to access Administration.

Manage Flood Determination Services (FDS) (Account Created Prior To 10/19/2017) Default

Default Permission | Permission Group | Description
--- | --- | ---
Basic Access for FDS Basic | FDS Basic | Allows a user to access FDS Basic.
Manage Administration for FDS Basic | FDS Basic | Allows an Account Administrator to access Administration.
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.

## Flood Determination Services(FDS) "View Other Accounts" Default Role and Permissions

Default Permission | Permission Group | Description
--- | --- | ---
Basic Access for FDS Basic | FDS Basic | Allows a user to access FDS Basic.
View Other User's Orders | FDS Basic | Allows a user to view order information created by other users.

## Flood Determination Services(FDS) Available Permissions for Custom Roles

Default Permission | Permission Group | Description
--- | --- | ---
Ability to Move Order | FDS Basic | Allows a user to move an order to another user in the same account.
Ability to Order on Website | FDS Basic | Allows a user to order flood determinations from the website.
Basic Access for FDS Basic | FDS Basic | Allows a user to access FDS Basic.
Manage Administration for FDS Basic | FDS Basic | Allows an Account Administrator to access Administration.
View Other User's Orders | FDS Basic | Allows a user to view order information created by another user.
FDS Commercial | FDS Commercial | Allows a user to have basic access to FDS Commercial.
Basic Access for FDS Flood Loss History Report | FDS Flood Loss History Report | Allows a user to have basic access to the FDS Flood Loss History Report.
Basic Access for FDS Force to Manual | FDS Force to Manual | Allows a user to have basic access to FDS Force to Manual.
Basic Access for FDS Manual Overlay | FDS Manual Overlay | Allows a user to have basic access to FDS Manual Overlay.
FDS Residential - Basic | FDS Residential-Basic | Allows a user to have basic access to FDS Residential - Basic.
FDS Residential - Life of Loan | FDS Residential-life of Loan | Allows a user to have basic access to FDS Residential - Life of Loan.
FDS Rush | FDS Rush | Allows a user to have basic access to FDS Rush.
FDS Recertification | FDS Second Determination (Recertification) | Allows a user to have basic access to FDS Second Determination (Recertification).
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.
Manage IP Filtering | Security Administration | Allows an Account Administrator to add or remove IP Addresses in the IP Address list in IP Filtering.

## StateLink Roles and Permissions

Wolters Kluwer provides three default roles for the StateLink product: Manage Security Administration Account, Manage StateLink®, and Basic Access StateLink®. The Manage Security Administration Account default role has been added as a part of the new Security Administration component. The new default role will be available on all new Accounts created after 10/19/2017. The existing Manage StateLink® default role will include a new permission titled "Manage Account." For new accounts after 10/19/2017, the Manage StateLink™ role will only contain the StateLink® permissions, and the account permissions will now be tied to the Manage Security Administration Account default role.

- 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.

## StateLink Default Roles and Permissions

Manage Security Administration Account Role

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.

Basic Access StateLink® Role

Default Permission | Permission Group | Description
--- | --- | ---
Basic Access for StateLink® | StateLink® | Allows a user to have basic access to StateLink®.

Manage StateLink (Account Created After 10/19/2017) Role

Default Permission | Permission Group | Description
--- | --- | ---
Basic Access for StateLink® | StateLink® | Allows a user to have basic access to StateLink®.
Manager Administration for StateLink® | StateLink® | Allows an Account Administrator to access Administration.

Manage StateLink (Account Created Prior to 10/19/2017) Role

Default Permission | Permission Group | Description
--- | --- | ---
Basic Access for StateLink® | StateLink® | Allows a user to have basic access to StateLink®.
Manager Administration for StateLink® | StateLink® | Allows an Account Administrator to access Administration.
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.

## StateLink Available Permissions for Custom Roles

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.
Manage IP Filtering | Security Administration | Allows an Account Administrator to add or remove IP Addresses in the IP Address list in IP Filtering.
Basic Access for StateLink® | StateLink® | Allows a user to have basic access to StateLink®.
Manage Administration for StateLink® | StateLink® | Allows an Account Administrator to access Administration.

## TSoftPlus Roles and Permissions

Wolters Kluwer provides four default roles for the TSoftPlus™ product: Manage Security Administration Account, Manage TSoftPlus™, TSoftPlus™ Administrator, and TSoftPlus™ Loan Processor. The Manage Security Administration Account default role has been added as a part of the new Security Administration component. The new default role will be available on all new accounts created after 10/19/2017. The existing Manage TSoftPlus™ Default role will include a new permission titled Manage Account. For new accounts after 10/19/2017 - the Manage TSoftPlus™ role will only contain the TSoftPlus™ permissions and the account permissions will now be tied to the Manage Security Administration Account default role.

- 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.

## TSoftPlus "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.

## TSoftPlus "Manage TSoftPlus" Roles and Permissions

Manage TSoftPlus Role (Account Created After 10/19/2017)

Default Permission | Permission Group | Description
--- | --- | ---
Basic Access for TSoftPlus | TSoftPlus | Allows a user to access TSoftPlus.
Manage Administration for TSoftPlus | TSoftPlus | Allows an Account Administrator to access Administration.

Manage TSoftPlus Role (Account Created Prior To 10/19/2017)

Default Permission | Permission Group | Description
--- | --- | ---
Basic Access for TSoftPlus | TSoftPlus | Allows a user to access TSoftPlus.
Manage Administration for TSoftPlus | TSoftPlus | Allows an Account Administrator to access Administration.
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.

## TSoftPlus "Administrator" Role and Permissions

Default Permission | Permission Group | Description
--- | --- | ---
Basic Access for TSoftPlus | TSoftPlus | Allows a user to access TSoftPlus.
Credit Memo - Open | TSoftPlus | Allows a user to open and edit the Credit Memo.
ETran Submission | TSoftPlus | Allows a user to submit a loan application electronically from TSoftPlus™ and receive an immediate response from SBA.
Financial Analysis - Open, Import | TSoftPlus | Allows a user to upload a Financial Analysis spreadsheet that has already had financial work either partially or totally completed. Allows a user to open or create a new Financial Analysis.
Import FormMaster+ | TSoftPlus | Allows a user to import existing TSoft FormMaster loan information into TSoftPlus™. Requires the Loan - Create, View, Modify permission.
Loan Authorization - Open, Remove | TSoftPlus | Allows a user to open the Loan Authorization Wizard in Word 2007 or 2010 and delete the Loan Authorization.
Loan - Create, View, Modify | TSoftPlus | Allows a user to create, view, or modify loans in TSoftPlus™.
Loan-Copy | TSoftPlus | Allows a user to copy a loan. Requires the Loan - Create, View, Modify permission.
Loan-Remove | TSoftPlus | Allows a user to remove a loan.
Loan-Change Type or Organization | TSoftPlus | Allows a user to change a jurisdiction, organization, or loan type. Requires the Loan - Create, View, Modify permission.
Loan-Import XML | TSoftPlus | Allows a user to import transaction information (including ETran results and SBA number if applicable) that you received from another user of TSoftPlus™.
Quick Quote-Create,View, Modify | TSoftPlus | Allows a user to create, view, or modify a quote on the Quick Quote page. Requires the Loan - Create, View, Modify permission.
Quick Quote-Remove | TSoftPlus | Allows a user to remove a quote from the Quick Quote screen.
Remove PDFs | TSoftPlus | Allows a user to remove any .PDF files that have been uploaded to the loan.
Upload PDFs | TSoftPlus | Allows a user to upload additional .PDF files into TSoftPlus™.

## TSoftPlus "Loan Processor" Role and Permissions

Default Permission | Permission Group | Description
--- | --- | ---
Basic Access for TSoftPlus | TSoftPlus | Allows a user to access TSoftPlus.
Credit Memo - Open | TSoftPlus | Allows a user to open and edit the Credit Memo.
ETran Submission | TSoftPlus | Allows a user to submit a loan application electronically from TSoftPlus™ and receive an immediate response from SBA.
Financial Analysis - Open, Import | TSoftPlus | Allows a user to upload a Financial Analysis spreadsheet that has already had financial work either partially or totally completed. Allows a user to open or create a new Financial Analysis.
Loan Authorization - Open, Remove | TSoftPlus | Allows a user to open the Loan Authorization Wizard in Word 2007 or 2010 and delete the Loan Authorization.
Loan - Create, View, Modify | TSoftPlus | Allows a user to create, view, or modify loans in TSoftPlus™.
Loan-Copy | TSoftPlus | Allows a user to copy a loan. Requires the Loan - Create, View, Modify permission.
Loan-Remove | TSoftPlus | Allows a user to remove a loan.
Loan-Change Type or Organization | TSoftPlus | Allows a user to change a jurisdiction, organization, or loan type. Requires the Loan - Create, View, Modify permission.
Loan-Import XML | TSoftPlus | Allows a user to import transaction information (including ETran results and SBA number if applicable) that you received from another user of TSoftPlus™.
Quick Quote-Create,View, Modify | TSoftPlus | Allows a user to create, view, or modify a quote on the Quick Quote page. Requires the Loan - Create, View, Modify permission.
Quick Quote-Remove | TSoftPlus | Allows a user to remove a quote from the Quick Quote screen.
Remove PDFs | TSoftPlus | Allows a user to remove any .PDF files that have been uploaded to the loan.
Upload PDFs | TSoftPlus | Allows a user to upload additional .PDF files into TSoftPlus™.

## TSoftPlus Available Permissions for Custom Roles

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.
Manage IP Filtering | Security Administration | Allows an Account Administrator to add or remove IP Addresses in the IP Address list in IP Filtering.
Manage Packages | Security Administration | Question out to Bonni to see if we can remove.
Basic Access for TSoftPlus | TSoftPlus | Allows a user to access TSoftPlus.
Credit Memo - Open | TSoftPlus | Allows a user to open and edit the Credit Memo.
ETran Submission | TSoftPlus | Allows a user to submit a loan application electronically from TSoftPlus™ and receive an immediate response from SBA.
Financial Analysis - Open, Import | TSoftPlus | Allows a user to upload a Financial Analysis spreadsheet that has already had financial work either partially or totally completed. Allows a user to open or create a new Financial Analysis.
Loan Authorization - Open, Remove | TSoftPlus | Allows a user to open the Loan Authorization Wizard in Word 2007 or 2010 and delete the Loan Authorization.
Loan - Create, View, Modify | TSoftPlus | Allows a user to create, view, or modify loans in TSoftPlus™.
Loan-Copy | TSoftPlus | Allows a user to copy a loan. Requires the Loan - Create, View, Modify permission.
Loan-Remove | TSoftPlus | Allows a user to remove a loan.
Loan-Change Type or Organization | TSoftPlus | Allows a user to change a jurisdiction, organization, or loan type. Requires the Loan - Create, View, Modify permission.
Loan-Import XML | TSoftPlus | Allows a user to import transaction information (including ETran results and SBA number if applicable) that you received from another user of TSoftPlus™.
Manage Administration for TSoftPlus | TSoftPlus | Allows an Account Administrator to access Administration.
Quick Quote-Create, View, Modify | TSoftPlus | Allows a user to create, view, or modify a quote on the Quick Quote page. Requires the Loan - Create, View, Modify permission.
Quick Quote-Remove | TSoftPlus | Allows a user to remove a quote from the Quick Quote screen.
Remove PDFs | TSoftPlus | Allows a user to remove any .PDF files that have been uploaded to the loan.
Upload PDFs | TSoftPlus | Allows a user to upload additional .PDF files into TSoftPlus™.