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CLMInd Admin All

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.

Access Provided by the CLMInd Admin All Sample Permission Set

The table lists the recommended level of access for the objects that are part of the CLMInd Admin All permission set.

Object

Access

Account

Read

Attribute Assignment

Read, Create, Edit, Delete

Contact

Read

Contract

Read, Create, Edit, Delete

Contract Type

Read, Create, Edit, Delete

Contract Type Setting

Read, Create, Edit, Delete

Contract Type Term

Read, Create, Edit, Delete

Price Book

Read

Product Child Item

Read, Create, Edit, Delete

Product

Read, Create, Edit, Delete

Vlocity Action

Read, Create, Edit, Delete

Vlocity Card

Read, Create, Edit, Delete

Vlocity DataPack Object

Read, Create, Edit, Delete

Vlocity DataRaptor Map Item

Read, Edit, Delete

Vlocity DocuSign Branding

Read, Create, Edit, Delete

Vlocity DocuSign Template

Read, Create, Edit, Delete

Vlocity OmniScript

Read

Vlocity State Model Version

Read, Create, Edit, Delete

Vlocity State Model

Read, Create, Edit, Delete

Vlocity State Transition Rule

Read, Create, Edit, Delete

Vlocity State Transition

Read, Create, Edit, Delete

Vlocity State

Read, Create, Edit, Delete

Vlocity UI Template

Read, Create, Edit, Delete

Other Access

Apart from the object-level access, users require access to these components.

  • Visualforce Page

    • vlocity_cmt.CardHome

    • vlocity_cmt.ContractActionBar

    • vlocity_cmt.ContractDocuSignEnvelope

    • vlocity_cmt.CustomLabelTranslation

    • vlocity_cmt.DocuSignCredentialSetup

    • vlocity_cmt.JSONDownload

    • vlocity_cmt.OmniScriptHome

    • vlocity_cmt.ProductContractTermsList

 
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