The Clause Profile contains four default field lists that a user with the List Admin permission must populate with selections: Clause Security, Clause Groups, Clause Category, and Clause Type. All lists are used to add a clause to the Clause Library by a user with the Clause Admin permission, while the Clause Security list is also used to assign security to a user role by a user with the Role Admin permission. The clause security in a user role determines the clauses that are available to users in their Clause Library. Therefore, a user should have the List Admin, Clause Admin, and Role Admin permissions to add a clause after providing the item selections for its field lists and then assign a clause security level to individual user roles.

Administrators must also identify the clause categories and types that will be used in adding clauses to the Clause Library since they work in conjunction with clause security levels.