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Permission Set Licenses for Document Playbook

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Permission Set Licenses for Document Playbook

The Document Playbook User permission set license provisions Document Playbook for both designers and users. Assign the Document Playbook Add-On with your existing Salesforce Contracts subscription to enable document playbook.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Performance editions.

Required Licenses to Access Document Playbook

The Contracts AI add-on includes the Document Playbook add-on and Document Playbook permission set license, provisions the feature.

Persona Add-On License Platform License Permission Set License Included Permission Set Description
  • Playbook Designer
  • Contract Author who runs the risk analysis
 DocumentPlaybookAddOn Document Playbook Document Playbook
  • Document Playbook Designer
  • Document Playbook User
  • Allows designers to create and manage document playbooks.
  • Allows users to access document playbooks.
Note
Note Both designers and runtime users also need the CLM Runtime User and Contracts AI User permission sets to open contracts and run risk analysis. These permission sets are part of Salesforce Contracts and Contracts AI permissions. See Personas and Permission Set Licenses for Salesforce Contracts and Permission Set Licenses for Contracts AI.
 
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