Comply User Properties
- In Salesforce, go to Setup > Custom Code > Custom Settings > Comply User Properties > Manage.
- Click New in the Default Organization Level Value section.
- Select Profile or User from the Location drop-down.
- According to your selection in the previous step, enter a profile name or user name and click the lookup icon (
) to open the Lookup window.
- Select a relevant profile name or user name.
- Enable or disable the following properties for the selected profile or user and click Save.
Property
Description
Enable Q&A Agent
Select this checkbox to grant users access to Q&A Agent. This setting can be activated for individual users or profiles at the organizational level.
Note:User-level settings takes precedence over profile-level settings.
Enable Search Agent
Select this checkbox to grant users access to Search Skill. This setting can be activated for individual users or profiles at the organizational level.
Show Add More Button During Review
Select this checkbox to allow users to view the Add more button while sending documents for review to add supporting documents from their local or shared drive.
If this setting is not configured, the Add more button is visible to all users by default.
Show Add More Button During Signature
Select this checkbox to allow users to view the Add more button while sending documents for signature to add supporting documents from their local or shared drive.
If this setting is not configured, the Add more button is visible to all users by default.