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# Users in CASH Workflow

After users are added in Security Administration, they appear on the CASH Workflow Users page. Administrators can view users and assign default and/or custom roles to users in CASH Workflow.

## Viewing Users in CASH Workflow

After selecting Manage and Users in the left pane, an administrator can see a list of all users in an account.

- Users display alphabetically with the number of roles assigned to each user.

- A newly added user in Security Administration will appear approximately 10 minutes after they are added, as synchronization occurs every 10 minutes between CASH Workflow and Security Administration.

- To see a user immediately after they are added in Security Administration, manually update the list. After selecting Manage and Users, select Update List. The date of the last update displays at the top.

- The Users list can be sorted by Name and Roles. Select a column heading to sort the list.

## Assigning a Role to a User

In CASH Workflow, setting up Roles allows you to create different departments or business categories such as Loan Officer, Underwriter, Credit Administrator that might be assigned to a specific task in a Process Template. A user can be assigned to a single or multiple role(s) that will be used in Process Templates to assign tasks.
Note: CASH Workflow custom roles must be created on the Roles page before they are available to assign to a user.

1. Select Manage and Users in the left pane.

2. Select Update List to verify all the users previously set up in Security Administration display.

3. Hover your mouse at the end of a row, and select and Manage Roles.

4. Select the role(s) to assign to the user in the Manage Roles list that appears.

5. Select Confirm to confirm the changes.
   Note:
   - A message displays confirming the role(s) were successfully added.

   - The number of roles assigned to a user displays in the Roles column of the Users grid.