What is the purpose of a CLM persona?

• A. To delegate access to other users
• B. To customize navigation, actions, and Dashboards to suit the needs of a given persona or identity
• C. To exchange Personal Profiles among users
• D. To temporarily assume another user's security settings

Answer: (B)

In DocuSign CLM, a persona defines a role-based experience for a user. Its purpose is to customize navigation, actions, and dashboards to fit the needs of a given persona or identity. By tailoring what a user sees and can do to their specific job function, the system surfaces the most relevant tools and information, making workflows quicker and easier and improving adoption.

This is different from delegating access, which is about giving others permission to act on your behalf; exchanging Personal Profiles isn’t a standard CLM concept; and temporarily assuming another user’s security settings would be impersonation or an admin override, not the purpose of a persona.