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            CLM and DocGen Permission Set Combinations with Other Permission Sets for CME

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            CLM and DocGen Permission Set Combinations with Other Permission Sets for CME

            Many of the tasks require that you understand permission set combinations. The table below provides a detailed mapping of the sample personas with the required managed permissions sets and sample permission sets. The table lists CLM and DocGen specific permission sets along with additional permission sets required for certain features. For information on the CLM and DocGen sample personas, see CLM and DocGen Personas.

            Note
            Note

            If you're working on an Omnistudio perm-enabled org, add the respective Omnistudio license and Omnistudio permission set. For more information on Omnistudio Permission Sets, see Omnistudio Permission Sets Licenses.

            Persona

            Permission Set License

            Permission Set

            OmniStudio Permission Set License and OmniStudio Permission Set

            Sample Permission Set Group

            Sample Permission Sets

            CLM Administrator

            CLM User for CME Industries

            ContractMgmtInd CME Admin User

            • Omnistudio Admin (PSL)

            • Omnistudio Admin (PS)

            CME CLM Administrator

            CLM User

            CLM User for CME Industries

            ContractMgmtInd CME Runtime User

            • OmniStudio User (PSL)

            • Omnistudio User (PS)

            CME CLM User

            DocGen Designer

            Document Generation User for CME Industries

            DocGenInd CME Designer User

            • Omnistudio Admin (PSL)

            • Omnistudio Admin (PS)

            CME DocGen Designer

            • DocGenInd Design All

            • DocGenInd Runtime All

            • DocGenInd DocuSign Runtime All

            DocGen User

            Document Generation User for CME Industries

            DocGenInd CME Runtime User

            • OmniStudio User (PSL)

            • Omnistudio User (PS)

            CME DocGen User

            • DocGenInd Runtime All

            • DocGenInd DocuSign Runtime All

            CLM Digital Experience Partner

            • CLM Digital Experience Partner User for CME Industries

            • Document Generation Digital Experience User for CME Industries

            • ContractMgmtInd CME Digital Experience Partner User

            • DocGenInd CME Digital Experience User

            • Omnistudio Runtime for Communities (PSL)

            • Omnistudio User (PS)

            CME CLM Digital Experience Partner User

            • DocGenInd Runtime All

            • CLMInd Runtime All

            • CLMInd DocuSign Runtime All

            DocGen Digital Experience Customer

            Document Generation Digital Experience User for CME Industries

            DocGenInd CME Digital Experience User

            • Omnistudio Runtime for Communities (PSL)

            • Omnistudio User (PS)

            CME DocGen Digital Experience User

            • DocGenInd Runtime All

            • DocGenInd DocuSign Runtime All
             
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