Workflow Roles and Permissions
Default Roles within Workflow
| Role | Description |
|---|---|
| Role Name | |
| Role Description |
Custom Roles within Workflow
| Permission | Functions |
|---|---|
| Clone Account | |
| Manage Account Users | |
| Manage Packages | |
| Create Transaction | |
| Manage IP Filtering | |
| Manage Permissions for Workflow | |
| Basic Access for Workflow | |
| Start Workflow from CASH | |
| Complete Task from CASH | |
| Can Perform Analyst Tasks | |
| Manage Account |