Jump to main content

# Available Permissions for Custom Roles

## Permissions and Descriptions

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.)
Share Grid Views | CASH Workflow | Allows a user share grid views.
Share Report Views | CASH Workflow | Allows a user to share report views.
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.
Add User to Account | Security Administration | Allows an Account Administrator to add users to an account.
Assign or Remove Permissions for STS Administration | Security Administration | Allows an Account Administrator to assign or remove permissions in Security Administration.
Basic Access for Security Administration | Security Administration | Allows a user to have basic access to Security Administration..
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.
Edit Account | Security Administration | Allows an Account Administrator to manage account information.
Edit Account Roles | Security Administration | Allows an Account Administrator to edit account roles in an account.
Edit Account User | Security Administration | Allows an Account Administrator to edit account users in an account.
Manage IP Filtering | Security Administration | Allows an Account Administrator to add or remove IP Addresses in the IP Address list in IP Filtering.
Remove User from Account | Security Administration | Allows an Account Administrator to remove users in an account.
Reset Account User Multifactor Authentication | Security Administration | Allows an Account Administrator to reset multifactor authentication for a user in Security Administration
Reset Account User Password | Security Administration | Allows an Account Administrator to reset an account user password in an account.
Unlock Account User | Security Administration | Allows an Account Administrator to unlock a user in an account.
View Account Roles | Security Administration | Allows an Account Administrator to view account roles in an account.
View Account User | Security Administration | Allows an Account Administrator to view account users in an account.