To add a new user in Conga AI Analyze, the following steps:

  1. Click the Gear icon at the top right corner of the application.
  2. Click Add New User.
  3. Enter the user’s first name in Given Name, and last name in Family Name.
  4. The Username must have the exact same value as the Email Address. Make sure to include the email handle in both boxes (example: John.Doe@gmail.com).
  5. Select the roles to give that user. The Account User role must be selected for a user to utilize the OCR technology which would allow them to upload a PDF document to the contract analysis tool.

    Conga recommends selecting all 3 roles for each user. Role-specific actions are coming soon.

  6. Return to the User Management main page and refresh. The new user is added and visible on the User Management screen at this point.
  7. Make sure to check the Active box under the user’s name to assign a license to them and press Save.
  8. Click the Assign as API User button to give users access to utilize the integration between Conga AI Analyze and the CLM system (example: Contracts for Salesforce).
  9. The new user receives a welcome email providing them with temporary login credentials, and now has full access to the product.

    The link to log into AI Analyze is https://ai-usw2.congaplatform.com/. The link to log into the AI Analyze Sandbox for testing during Preview Periods is https://sandbox.ai-usw2.congaplatform.com/.