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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 (only templates, Word and PDF documents) 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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| Browse other file types (e.g. config files, Excel, Access) | |
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| Manage Users and Permissions | |
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| Manage Account, Tags, Optimization and Cleanup Tasks | |
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