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.