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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.
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 |
|
CME CLM Administrator |
|
CLM User |
CLM User for CME Industries |
ContractMgmtInd CME Runtime User |
|
CME CLM User |
|
DocGen Designer |
Document Generation User for CME Industries |
DocGenInd CME Designer User |
|
CME DocGen Designer |
|
DocGen User |
Document Generation User for CME Industries |
DocGenInd CME Runtime User |
|
CME DocGen User |
|
CLM Digital Experience Partner |
|
|
|
CME CLM Digital Experience Partner User |
|
DocGen Digital Experience Customer |
Document Generation Digital Experience User for CME Industries |
DocGenInd CME Digital Experience User |
|
CME DocGen Digital Experience User |
|
