Which role is specifically permitted to create and manage Smart Rules?

• A. Any user with Automation persona
• B. CLM Admin only
• C. Any CLM user
• D. CLM Admin and CLM Users

Answer: (B)

Smart Rules are system-wide automations that can trigger actions across contracts and workflows. Because they directly influence how the CLM environment behaves, their creation and ongoing management are reserved for users with administrative access. The CLM Admin role provides the necessary permissions to configure automation, governance, and security settings, so it is the role permitted to create and manage Smart Rules. Other roles, such as automation-focused personas or ordinary CLM users, do not have the required admin privileges to modify or implement these rules, and allowing them to would risk unintended changes to processes. In short, only CLM Admin has the authority to create and manage Smart Rules.