Users and Roles in CLM

CLM has several different types of users, each with unique roles and responsibilities:

  • Content Creator
  • Creates customer-approved CLM content in Vault
  • Integration User
  • Manages Vault integration with CRM
  • The user's language must be set to English in both Vault and CRM
  • CRM Admin
  • Loads and manages CLM content
  • Uses a separate user profile for CRM admins with multichannel integration permissions
  • End User
  • Displays CLM content to accounts