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™.