Available Permissions for Custom Roles

Permissions and Descriptions

Default Permission Permission Group Description
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.
Edit Account Security Administration Allows an Account Administrator to manage account information.
Edit Account Roles Security Administration Allows an Account Administrator to edit account users in an account.
Edit Account User Security Administration Allows an Account Administrator to edit account users in an account.
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.
Apply Process Vanceo Allows a user to apply a process to an associated transaction.
Assign or Remove Permissions for Vanceo Vanceo Allows a user to assign or remove permissions in Security Administration.
Assign Tasks for All Role(s) Vanceo Allows a user to assign tasks to any user in any workflow role.
Assign Tasks for My Role(s) Vanceo Allows a user to assign tasks to another user in their of workflow roles.
Basic Vanceo Access Vanceo Allows a user access to Vanceo. This is the minimum required permission for a Vanceo user.
Claim Assigned Tasks Vanceo Allows a user to claim an assigned task.
Claim Unassigned Tasks Vanceo Allows a user to claim an unassigned task.
Manage Roles Vanceo Allows a user to view and edit workflow roles.
Manage Users Vanceo Allows a user to view and edit assigned process roles for users.
Receive Automated Tasks Vanceo Allows Vanceo to automatically assign tasks to users within their Workflow Role.
Remove Process Vanceo Allows a user to remove a process associated to a transaction.
Reopen Tasks for All Roles Vanceo Allows a user to reopen any task for any workflow role after it has been completed.
Share Views Vanceo Allows a user to share views.
Stop Process Vanceo Allows a user to stop a process associated to a transaction. This also stops any currently active tasks.
Upload Attachments Vanceo Allows a user to upload attachments.
Rename Attachments Vanceo Allows a user to rename an attachment.
Delete Attachments Vanceo Allows a user to delete attachment.
Categorize Attachments Vanceo Allows a user to create categories for attachments.
Manage Attachment Categories Vanceo Allows a user to view, add, and delete categories for attachments.