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            Permission Sets Combination for Salesforce Contracts

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            Permission Sets Combination for Salesforce Contracts

            Many of the tasks requires that you understand permission set combinations. The section provides a detailed mapping of the Salesforce Contracts personas with the required permissions sets.

            The table lists the combination of Salesforce Contracts, DocGen, and Omnistudio permission sets that are required for certain Salesforce Contracts features.

            PersonaSalesforce Contracts Permission SetDocGen Permission SetOmnistudio Permission Set
            CLM Admin User CLM Admin User DocGen Designer Omnistudio Admin / Omnistudio User
            CLM Runtime User CLM Runtime User DocGen Designer Omnistudio Admin / Omnistudio User
            Partner Community User CLM Digital Experience Partner User DocGen Runtime Community User Omnistudio User
             
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