How can a CLM Administrator allow users to edit reports and limit which reports are seen?

Study for the DocuSign CLM Administration Exam. Enhance your knowledge with multiple choice questions and explanations. Get exam-ready!

Multiple Choice

How can a CLM Administrator allow users to edit reports and limit which reports are seen?

Explanation:
The idea being tested is how to control who can edit reports and which reports they can see in CLM. Delegated Permissions let an admin grant another user the authority to edit reports while keeping that access scoped to a specific group. When you grant access via the group, the user becomes a group member and inherits the group's report rights, meaning they can edit the reports the group is allowed to see and nothing outside of that scope. This combination—providing edit capability while constraining visibility through group membership—is why this approach is the best fit. Other options don’t offer the same dual control: simply using Delegated Permissions without group scoping, changing a profile to CLM User, or granting access from within an individual report does not reliably grant edit rights across the desired set of reports while limiting access to only those reports.

The idea being tested is how to control who can edit reports and which reports they can see in CLM. Delegated Permissions let an admin grant another user the authority to edit reports while keeping that access scoped to a specific group. When you grant access via the group, the user becomes a group member and inherits the group's report rights, meaning they can edit the reports the group is allowed to see and nothing outside of that scope. This combination—providing edit capability while constraining visibility through group membership—is why this approach is the best fit. Other options don’t offer the same dual control: simply using Delegated Permissions without group scoping, changing a profile to CLM User, or granting access from within an individual report does not reliably grant edit rights across the desired set of reports while limiting access to only those reports.

Subscribe

Get the latest from Passetra

You can unsubscribe at any time. Read our privacy policy