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Permission Sets For DocuSign
The system admin must assign either the Contract Management (Salesforce Contracts) or DocGen permission set licenses to your user to send documents for e-signature. Non-Salesforce Contracts users must be assigned a DocGen license.
Note To assign permission sets to your users, you need CLM Admin User permissions.
| Platform License | Permission Set License Label | Permission Sets | Description |
|---|---|---|---|
| ContractManagement | Contract Lifecycle Management User | CLM Runtime User | Allows users to generate contract documents and send the document for e-signature. |
| DocGen | DocGen Designer | DocGen Designer | Allows users to create document templates, generate documents, and send the document for e-signature. |
You can configure users who must have access to Omnistudio Document Generation business processes such as generating contracts without additional privileges associated with the DocGen Designer license. For more information, see Personas and Permission Set Licenses for Salesforce Document Generation.
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