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Personas and Permission Set Licenses for Salesforce Contracts
Permission set licenses give users incremental access to features that aren't included in their user licenses. Users can be assigned any number of permission set licenses. Personas define what different types of users can do in Salesforce Contracts. Each persona is mapped to specific responsibilities and permission sets that determine the level of access a user has.
There are a number of permission set licenses available for Salesforce Contracts, Omnistudio, and Document Generation users. You need a combination of licenses:
- Omnistudio licenses (Omnistudio or Omnistudio User) to use Document Generation application with Data Mappers.
- DocGen licenses (DocGen Designer, DocGen User, DocGen Runtime for Community Users) to generate to generate contracts documents.
Platform Licenses
| Platform License | Description |
|---|---|
| ContractManagement | Enables Salesforce Contracts features in the org. |
| DocGen | Enables Document Generation features in the org. |
Create Users and Profiles
To begin, create users for Salesforce Contracts. Then assign users the appropriate permission sets. To help you plan, refer to the personas table. When you create a user, you must also assign a profile. Profiles define default settings for users. Some organizations create their own profiles, while others choose to use profiles included with Salesforce. Remember, users can have only one profile, but can have many permission sets assigned to them.
Before you being creating users and profiles, and assigning them, we recommend checking out these resources.
Salesforce Contracts Licenses
Use this table to understand the available personas and choose the right permission sets for your users.
| Persona | AddOn License | Permission Set License | Included Permission Set | Description |
|---|---|---|---|---|
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ContractManagementAddOn | Contract Lifecycle Management User |
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ContractManagementAddOn | Clause Management User |
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ContractManagementAddOn | Microsoft Word 365 |
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ContractManagementAddOn | Obligation Management User |
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| CLM Digital Experience Partner User | ContractManagementPCAddOn | Contract Lifecycle Management for Digital Experience Partner User | CLM Digital Experience Partner User | Allows users to generate contract documents and manage contract lifecycles in Digital Experience Partner sites. For new customers, starting in Winter ’26, Partner Community users get Contract Management access as part of the base license. No separate community add-on SKU is required. For existing customers, orgs that already provisioned this add-on retain full access, and Partner Community users continue to generate and manage contract documents. In industry clouds where the add-on is bundled, it remains available. |
| Clause Digital Experience User | ContractManagementPCAddOn | Clause Management Digital Experience User | Clause Digital Experience User | Allows users to use clauses in Digital Experience sites. |
| Microsoft 365 Word Digital Experience User | ContractManagementPCAddOn | Microsoft 365 Word Digital Experience User | Microsoft 365 Word Digital Experience User | Allows Digital Experience users to insert Salesforce data such as clauses into documents and templates in Digital Experience sites. |
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ContractManagementPCAddOn | Obligation Management Digital Experience User |
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| Contract Management Customer Community Plus Digital Experience User | ContractManagementCCPlusDEAddOn | Contract Management Customer Community Plus Digital Experience User | Contract Management Customer Community Plus Digital Experience User | Allows Customer Community Plus users to view the latest generated contract documents in Digital Experience sites. For new customers, starting in Winter ’26, Customer Community Plus users get Contract Management access as part of the base license. No separate community add-on SKU is required. For existing customers, orgs that already provisioned this add-on retain full access, and Customer Community Plus users continue to view contract documents, and perform actions such as redlining and e-signature. In industry clouds where the add-on is bundled, it remains available. |
DocGen and Omnistudio Licenses
Salesforce Contracts is dependent on DocGen and Omnistudio licenses. These licenses aren’t bundled with Salesforce Contracts. See Personas and Permission Set Licenses for Salesforce Document Generation, and Omnistudio Permission Sets.
Additional Notes
Contract Management and DocGen access updates for Digital Experience users starting Winter ’26.
- Partner Community and Customer Community Plus base licenses now include Contract Management access. No separate community add-on SKUs are required for RCA and other non-industry SKUs.
- Existing Salesforce Contracts customers with Partner Community or Customer Community Plus Industry add-on SKUs retain full entitlements.
- Context Services support removes the hard dependency on Omnistudio for document generation. An Omnistudio license can still be used if already provisioned.
