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Question

CLM-how to update user permission

  • September 30, 2025
  • 3 replies
  • 49 views

mshealy
Established Contributor
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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
Digital Leader
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  • Digital Leader
  • 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
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  • Author
  • 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.


Pawan Gangwani
Digital Leader
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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