The comply user properties allow you to customize permissions for specific profiles or users.

To configure comply user properties

  1. Go to Setup > Custom Code > Custom Settings > Comply User Properties > Manage.
  2. Click New in the Default Organization Level Value section.
  3. Select Profile or User from the Location dropdown.
  4. 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.
  5. Select a relevant profile name or user name.

  6. Enable or disable the following property for the selected profile or user and click Save.

    You can repeat steps 2 to 6 to customize permissions for other profiles or users.

Property

Description

Enable Copilot 

Select the checkbox to grant users access to Copilot. This setting can be activated for individual users or profiles at the organizational level.

User-level settings takes precedence over profile-level settings for "Enable Copilot" comply user property.


Show Add More Button During Review

Select the 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 the 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.