Workflow Basic User

Permissions and Descriptions

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.