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mshealy
Established Contributor
Established Contributor
September 30, 2025
Question

CLM-how to update user permission

  • September 30, 2025
  • 3 replies
  • 96 views

What step would I need to call within the CLM workflow to update a user's permission, specifically to their CLM security?

I need to automate this process.

3 replies

Pawan Gangwani
Hero
Hero
September 30, 2025

Hello ​@mshealy 

To automate this process, you will need to use the "Update Security" step within the CLM workflow. This step allows you to modify a user’s CLM security permissions programmatically as part of the workflow.
 

Thanks!

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mshealy
Established Contributor
mshealyEstablished ContributorAuthor
Established Contributor
October 1, 2025

Thanks for that but what I need is to update the users permission profile to be able to say change it from no clm access to CLM User.

Denise
Pawan Gangwani
Hero
Hero
October 3, 2025

Hello ​@mshealy 

Unfortunately, updating a user's permission profile (e.g., changing from No CLM Access to CLM User) can not be done directly within a workflow. While it’s definitely possible to fetch or view a user's current permission profile, modifying it has to be done manually via the admin console user management settings it's not something that can be automated through the workflow logic itself.

Thanks!

👪 DocuSign Community Leaderboard Top 5 contributor
💹 Ranked #3 in the Reply Royalty category in DocuSign Community Wrapped 2024
🤝Let’s LinkedIn and rollPawan Gangwani - EY | LinkedIn

Way to Learn | I'd love your feedback | Hit Like | Mark it Best🌈