Workflow Power User

Permissions and Descriptions

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.