Index
Main Menu
Related topics:
folder permissions
folder permissions
Video Courses
Watch structured video courses
Knowledge Base
Visit our User Forum for discussions & solutions
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 | |
|---|---|---|---|---|
| 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 |