Administrators: Roles and Users

Overview

In CASH Workflow, roles can be created to group users together for easier management of tasks in process templates. Users can be grouped into roles such as operations members, analysts, and appraisers in an organization. Roles are used in process templates to define the users who will complete a task. The roles and users information should be completed before creating process templates.

Roles should be set up before working with users so the roles are available to assign to users. Roles are set up on the Roles page and assigned to users on the Users page. Both the Roles and Users pages are accessed from the Manage menu in the left Pane. Refer to the Setting up Users and Roles in CASH Workflow section to learn about the setup process for users and roles.