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June 5, 2023
XpressDox user permissions
XpressDox User Permissions
Based on the role assigned to the user in XpressDox, these are the functions they will be able to perform.
Account Administrator | File Administrator | Shared Interview User | Template Runner | |
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Browse files and folders | ![]() |
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Run templates, and download documents | ![]() |
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Manage Own Emails and DocuSign Envelopes | ![]() |
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Share Interviews | ![]() |
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File Management (Upload, move, copy) | ![]() |
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Manage Users and Permissions | ![]() |
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Manage Account, Tags, Optimization and Cleanup Tasks | ![]() |
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