Activating the Express Settings Page

Activate the Express Settings page to enable or disable specific permissions related to automation and confidence levels within Express.

Note: This page is related to the Express Setting page only. For more on user settings and permission, see this page .

Follow these steps to enable the Express settings page for specific roles:

Ensure You Have Super User Permissions

  • Only Super Users with appropriate permissions can enable or disable the settings page. 

Activating the Settings Page

To activate the Settings page, follow these steps:

Company Tab

  1. Click the Company Tab in the left navigation bar.
  2. In the upper click Options and from the drop-down menu, select Permissions. The Permissions dialog displays.
  3. Under Role on the left, ensure the correct role is highlighted for the permissions you want to modify.
    Note: You may need to adjust permissions for multiple roles depending on your organization’s needs.
  4. Under Actions, locate Settings
  5. Under Permissions on the right, toggle the ON switch for the Settings Page and for the Express Page.
  6. To apply the permissions, click Save Changes.

Permissions Dialog