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          Optional: Assign the Sample Permission Set to User for CME Spring '22

          Optional: Assign the Sample Permission Set to User for CME Spring '22

          Instead of assigning a permission set group to your user, you can also add an individual CLM or DocGen sample permission set to your user.

          Here's a list of permission sets:

          • DocGenInd Design All

          • DocGenInd Runtime All

          • DocGenInd DocuSign Runtime All

          • CLMInd Admin All

          • CLMInd Runtime All

          • CLMInd DocuSign Runtime All

          • CLMInd FA Runtime All

          For more information on sample permission sets, see CLM and DocGen Sample Permission Sets for CME

          To assign sample permission sets to your user, perform the following steps:

          1. From Setup, enter Users in the Quick Find box, then select Users.
          2. Click the name of the user (not the Edit link).
          3. In the Permission Set Assignments related list, click Edit Assignments.
          4. In the Available Permission Set list, select the sample Permission Set you want to add.
          5. Click Add, then Save.
          6. Repeat steps 1 - 6 to assign sample permission sets to other users.
           
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