Which Permission Profiles are allowed in CLM?

Prepare for the DocuSign CLM Workflow Specialist Exam. Study with targeted quizzes, get insights with hints and explanations, and master workflow management concepts. Get exam-ready today!

Multiple Choice

Which Permission Profiles are allowed in CLM?

Explanation:
Permissions in CLM are defined by permission profiles, which grant different levels of access to contracts, tasks, and workflows. The standard profiles map to increasing levels of capability: a user profile lets someone create and edit while participating in processes, a viewer profile allows only viewing without making changes, and an admin profile provides full configuration and governance rights. In typical provisioning, the two non-admin profiles—User and Viewer—cover everyday needs: you assign User to those who actively work on contracts and use the system, and Viewer to stakeholders who only need to see information. Admin access is specialized and restricted to administrators who set up and manage the system. Therefore, the combination of CLM User and CLM Viewer is the common, appropriate pairing for regular access, while CLM Admin is reserved for administrative duties.

Permissions in CLM are defined by permission profiles, which grant different levels of access to contracts, tasks, and workflows. The standard profiles map to increasing levels of capability: a user profile lets someone create and edit while participating in processes, a viewer profile allows only viewing without making changes, and an admin profile provides full configuration and governance rights. In typical provisioning, the two non-admin profiles—User and Viewer—cover everyday needs: you assign User to those who actively work on contracts and use the system, and Viewer to stakeholders who only need to see information. Admin access is specialized and restricted to administrators who set up and manage the system. Therefore, the combination of CLM User and CLM Viewer is the common, appropriate pairing for regular access, while CLM Admin is reserved for administrative duties.

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