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Assign Document Playbook Licenses and Permission Sets

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Assign Document Playbook Licenses and Permission Sets

Assign the permission set license and permission sets that match each user persona. Designers create and manage playbooks. Contract authors consult playbook guidance during risk analysis.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Performance editions.
User Permissions Needed
To assign licenses and permission sets: CLM Admin User
  1. From Setup, in the Quick Find box, enter Users, and then select Users.
  2. Open the user whom you want to assign the permissions.
  3. In the Permission Set License Assignments related list, click Edit Assignments and select Document Playbook.
  4. Save your changes.
  5. In the Permission Set Assignments related list, click Edit Assignments and add the permission sets for each user persona.
    Persona Permission Sets
    Salesforce admin who creates Document Playbook users Data Cloud Architect, CLM Admin User, Contracts AI User, and Document Playbook Designer
    Playbook designer who creates, activates, archives, or deletes playbooks and assignments Data Cloud Architect, CLM Runtime User, Contracts AI User, and Document Playbook Designer
    Playbook user who only reads playbook content during risk analysis CLM Runtime User, Contracts AI User, and Document Playbook User
  6. Save your changes.
    After you add these permissions, the Document Playbook Settings page appears in Setup.
 
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