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Assignment Roles

CLM allows you to create various roles for the jobs in your organization and add users to the role.

When defining a workflow, you can select assignment role(s) to assign a contract type to users to enable the approval process.  

Click Users Assignment Roles to view a list of existing assignment roles. You can perform these actions on this page: 

  • Search: Enter a search key in the search field to search for an assignment role. CLM displays results matching your search key.
  • Create: Click Create to add a new assignment role. See Create New Assignment Role or details.
  • Edit: Click Edit to edit an assignment role.
  • Delete: Click Delete delete an assignment role. You cannot delete an assignment role if it is associated with a user.


Role hierarchy is configured as follows by the CLM Super Admin (CLM Support):
  • If the user is assigned a SUPER ADMIN role, then the user also inherits the ADMIN role
  • If the user is assigned a DPO role, then the user also inherits the ADMIN role
  • If the user is assigned a SUPPORT role, then the user also inherits the ADMIN role
  • If the user is assigned a ADMIN role, then the user also inherits the USER role

Note: For any custom scripting requirements, customers are required to contact support. A Support role will then be added to create and manage custom scripting requirements. The new role will be listed in Users Users


Create New Assignment Role 

To add a new Assignment Role:

  1. Click Users Assignment Role, and click Add New.
  2. Enter a Name for the new Assignment Role. Example: Legal Operations Manager or Finance Manager.
  3. Add users from the Available Users list. From the Selected Users list, remove users if required 
  4. Click Save to save your changes or click Cancel to exit.


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