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CLM and DocGen Sample Permission Sets for CME
Users don’t require access to all the features to perform their role’s tasks. For example, a runtime user doesn't need access to docusign setup and contract setup entities to run contract document generation, create versions, compare versions, reconcile contract documents, checkout, lock and unlock, and submit for contract approval. Use sample permission sets to give your users access to only the features that they require to complete their tasks.
The table lists the recommended sample permission sets and their descriptions.
Sample Permission Sets |
Description |
|---|---|
Allows users to create and edit document templates. For example, you can configure document clauses and templates. |
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Allows users to generate documents. For example, you can create and generate proposal documents. |
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DocGenInd DocuSign Runtime All |
Allows users to perform e-signature functions. For example, you can send a contract document for e-signature. |
Allows admin users to monitor, maintain, configure, and manage contract lifecycles. For example, you can set up entities, configure contract terms, define contract lifecycle, and setup DocuSign. |
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Allows users to generate contract documents and manage contract lifecycles. For example, you can run contract document generation, version creation, version comparison, and contract document reconciliation. |
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Allows users to perform e-signature functions. For example, you can send a contract document for e-signature. |
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Allow users to create and edit frame agreements. |
CLM and DocGen Organization-Wide Sharing Defaults
Manage Permission Set Assignments
- DocGenInd Design All
Allows users to create and edit document templates. For example, you can configure document clauses and templates. - DocGenInd Runtime All
Allows users to generate documents. For example, you can create and generate proposal documents. - CLMInd Admin All
Allows admin users to monitor, maintain, configure, and manage contract lifecycles. For example, you can set up entities, configure contract clauses, templates, and terms. - CLMInd Runtime All
Allows users to generate contract documents and manage contract lifecycles. For example, you can run contract document generation, version creation, version comparison, and contract document reconciliation. - CLMInd DocuSign Runtime All
Allows users to perform e-signature functions. For example, you can send a contract document for e-signature. - CLMInd FA Runtime All
Allows users to create and edit frame agreements.
