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# Groups and Locations

In CASH Suite, groups and locations can be set up and users can be assigned to the groups and locations. CASH Workflow will display the groups and locations set up in CASH Suite. A user will see only the processes and their related information (dashboard, tasks, alerts, notifications) that belong to the groups and locations where they have access.

Note: Changes and maintenance of groups and locations must be completed in CASH Suite.

## Assigning a Location to a User

1. Log in to CASH Suite.

2. Select Groups and Locations on the Admin tab.

3. Verify Serve as Location is selected.

4. Select a location.

5. Select a user and select Move.
   Note: Select Inherit to sub-group to add the user to all locations below the selected location.

6. Select Save to apply the changes.
   Note: After the changes are applied, CASH Workflow will display data on grids and reports according to the locations where a user has access.

Note: Verify the user’s email address in CASH Suite and the User Name in Security Administration are identical. A user must log in with the same email address to to see the same data in CASH Suite and CASH Workflow.

## Viewing a User's Groups and Locations

A user assigned the Manage Users permission for CASH Workflow in Security Administration can view the groups and locations assigned to a user on the Users grid without having to log in to CASH Suite. The total count of all locations assigned to a user is shown in the Locations column next to the user’s name.

1. On the Users grid in CASH Workflow, select the for a user and select View Locations.
   Note: If a user is not assigned to any location in CASH Suite, View Locations will not be available in the menu.

2. Expand and collapse the locations to see all assignments.

   Note: refers to an available group. refers to an available location.
   Note: Groups and locations only display in the tree view if the user has been assigned to groups and locations under a branch. Groups or locations not assigned to a user display in gray text.

   If a user is not assigned to a group or location in a branch, the entire branch structure will be hidden from the user’s view. In the example below, Credit Administration and all sub-locations are hidden for the user.

## Share a Process Template with a Group or Location

In the Process Template grid, a user assigned the Manage Process Templates permission for CASH Workflow in Security Administration can share templates in a Ready state with one or more locations assigned to a user. This option allows sharing specific process templates with specific locations. If a template is not shared with a particular location, the users in that location will not be able to run processes against the template because the template will not be available when starting a Workflow process in the CASH Suite.

1. On the Process Template grid in CASH Workflow, select next to a template and select Share Options.

2. Select the location(s) where you want to share the template.

   Note: Select Select all to select all locations. Select Deselect all to clear all locations.
3. Select Confirm.
   Note: After selecting Confirm, the template will be shared with all the selected locations and will available in CASH Suite for starting a CASH Workflow process.