Conga Product Documentation

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Editing a User

  1. From the Conga Start window, click Admin Console > Users.
  2. Click the user's username hypertext in the User List page or the More () icon adjacent to the user record.
  3. Click Edit.
    The User Details page appears in edit mode.
    Note:

    For Conga IdP organization users, the external ID field remains read-only, and only Conga IDP organization users can update it. Salesforce IdP users must add their unique Salesforce ID as an external ID. A user with an incorrect external ID cannot access the Conga Advantage Platform application.

  4. Make the necessary changes.
    Note: You can not edit the email address of Conga IDP users .
  5. Click Save.
    Note:
    • You can convert an external user to a digital commerce user and vice-versa when the Enable Guest & Digital Commerce User option is enabled.
    • You cannot convert a digital commerce user to an external user if the Enable Guest & Digital Commerce User option is disabled.
    • If you change the user's external ID, the user is deactivated, and a new user is created with the updated external ID and all of the information from the deactivated user.