Jump to main content

# Setting up Users in Security Administration

To set up a user, complete the following steps:

1. Open Security Administration.

2. Select an account on the Accounts page.

3. After the account opens, select the Users tab.

4. Select + User .

5. Enter the username.

6. Confirm the username.

7. Select the User Status and Role(s) as applicable.
   Note: In Security Administration, roles are used to assign specific functions in CASH Workflow to a user. Each role includes specific permissions. Refer to Security Administration Default Roles and Default Permissions for the roles and permissions in Security Administration.

8. Select Save.