Manage Users

The following permissions need to be granted for user profiles associated with users who will be working with Conga Billing. If you do not grant these permissions, user may face issues while using and configuring Conga Billing.

Please note that user roles and their access might differ during the actual implementation. The following table intends to give you a direction for granting user permissions.

Custom Object Layouts	Finance Administrator	Finance User
Account Location	Default	Default
Order	Default	Default
Account Contacts	Default	Default
Custom Tab Settings	Finance Administrator	Finance User
Billing Preference	Default On	Default On
Accounts	Default On	Default On
Contacts	Default On	Tab Hidden
Payment Terms	Default On	Tab Hidden
Tax Codes	Default Off	Tab Hidden
Tax Certificates	Default On	Tab Hidden
Reports	Default Off	Tab Hidden
Custom Object Permissions	Finance Administrator	Finance User
Asset Line Items	Read, Create, Edit, Delete, View All, Modify All	Read, Create
Asset Transaction History	Read, Create, Edit, Delete, View All, Modify All	Read
Asset Usage Price Tiers	Read, Create, Edit, Delete, View All, Modify All	Read, Create
Asset Usage Price Tier History	Read, Create, Edit, Delete, View All, Modify All	Read, Create
Billing Console	Read, Create, Edit, Delete, View All, Modify All	Read
Billing Plan	Read, Create, Edit, Delete, View All, Modify All	Read, Create
Billing Plan Items	Read, Create, Edit, Delete, View All, Modify All	Read, Create
Billing Preferences	Read, Create, Edit, Delete, View All, Modify All	Read, Create
Billing Schedules	Read,Delete, View All, Modify All	Read
Billing Settings	Read, Create, Edit, Delete, View All, Modify All
Invoices	Read, Create, Edit, Delete, View All, Modify All	Read, Create
Invoice Runs	Read, Create, Edit, Delete, View All, Modify All	Read, Create
Invoice Run Results	Read, Create, Edit, Delete, View All, Modify All	Read, Create
Invoice Line Items	Read, Create, Edit, Delete, View All, Modify All	Read, Create
Invoice Line Item Tax Breakups	Read, Create, Edit, Delete, View All, Modify All	Read, Create
Opportunities	Read, Create, Edit, Delete, View All, Modify All	Read, Create
Orders	Read, Create, Edit, Delete, View All, Modify All	Read, Create
Order Line Items	Read, Create, Edit, Delete, View All, Modify All	Read, Create
Proposal Line Items	Read, Create, Edit, Delete, View All, Modify All	Read, Create
Related A/R Transactions	Read, Create, Edit, Delete, View All, Modify All	Read
Tax Codes	Read, Create, Edit, Delete, View All, Modify All	Read, Create
Tax Certificates	Read, Create, Edit, Delete, View All, Modify All	Read, Create
Tax Breakups	Read, Create, Edit, Delete, View All, Modify All	Read, Create
Templates	Read, Create, Edit, Delete, View All, Modify All	Read, Create
Credit Memos	Read, Create, Edit, Delete, View All, Modify All	Read, Create