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 | |
---|---|---|---|---|
Browse files and folders | ||||
Run templates, and download documents | ||||
Manage Own Emails and DocuSign Envelopes | ||||
Share Interviews | ||||
File Management (Upload, move, copy) | ||||
Manage Users and Permissions | ||||
Manage Account, Tags, Optimization and Cleanup Tasks |