Optional: Create CLM and DocGen Sample Permission Sets for HINS Winter '23 and Later Releases

You can also optionally deploy and install sample permission sets. The sample permission sets provide object, class, and page access. You can use these samples with either Managed Package Licenses or Permission Set Licenses.

For more information on sample permission sets, see CLM and DocGen Sample Permission Set Reference for HINS.

Note

The sample permission sets are recommended set of minimum permissions that just cover the basics. You can modify any of these permission sets to meet the needs of your users.

Run an Apex command in Developer Console to create CLM and DocGen Sample Permission Sets.

1. From the Setup menu, choose Developer Console.
2. From the Debug menu, select Open Execute Anonymous Window.
3. Paste the following code into the Enter Apex Code dialog box to create CLM permission sets:

   vlocity_ins.ClmPermissionSetUtils.createCLMIndustriesPermissionSets();

   vlocity_ins is a namespace. Substitute the namespace for your org.

4. Select the entire statement.
5. Click Execute Highlighted.
6. Repeat the steps 2 - 5 but paste the following code to create DocGen permission sets in step 3:

   vlocity_ins.ClmPermissionSetUtils.createDocGenIndustriesPermissionSets();

7. Close the Developer Console.
8. The following CLM and DocGen sample permission sets are added:

   • DocGenInd_Design:All

   • DocGenInd_Runtime:All

   • DocGenInd_DocuSignRuntime_All

   • CLMInd_Admin_All

   • CLMInd_Runtime_All

   • CLMInd_CLMDocuSignRuntime_All