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Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)CPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration ManagerRelease NotesGeneral
Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)CPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration ManagerRelease NotesGeneral

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Contracts

Roles

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Copying a User Role

You need the Role Admin permission to create a new user role by making a copy of an existing role, and then modifying the permissions. This option is useful if most of the same information for a new role is the same as an existing role.

  1. Click the Gear Icon in the Navigation Toolbar, and click the Roles link in the dropdown menu.
  2. In the Roles screen, locate the user role you want to copy, and click it to select it.
  3. In the Role Profile screen, click Copy in the toolbar.
  4. When the screen refreshes, enter a name for the new role in the Role Name field.
  5. (Optional) Update the description of the role in the Role Description field.
  6. (Optional) Change the selection in the Clause Security list to identify the security level for the clauses that this user role is permitted to use.
  7. (Optional) Click or clear the Limit Editing User Preferences check box.

    Tip: Selecting this check box prevents any user holding this role from populating or editing the fields in the Name, Address, and Contact tabs in their User Preferences window. However, users will still be able to access the Email Signature field in their Contact tab.

  8. Edit the permission types and/or the company, contract, project groups, additional forms, and document types that the user role can access. For additional information, refer to Steps 6-7 in Adding a User Role.
  9. Click Save.
Administrator Guide
Contracts

January 2, 2025