There are two types of user licenses for Conga Contracts for Salesforce:
- Full User (Default) : A Full User is granted permissions within Conga Contracts for Salesforce that allows them to access full functionality of the product.
- Request/View Only User : A Request/View Only user is granted limited permissions. These users don't require full functionality but want to quickly access what they need, avoid manual processes, and accelerate their contracts.
For additional information, see the following resources:
- Conga Contracts for Salesforce Editions: Compare the differences between the editions available for Conga Contracts for Salesforce to help you determine what licenses are best for your organization.
Permissions by Feature
The table below summarizes the permissions available for each license:
|Feature Type||Full User||Request /View Only|
|Request/Create/View/Edit Contract Agreement||Yes||Yes|
|View Request Status||Yes||Yes|
|Send for Negotiation||Yes||Yes|
|Access CfS Objects*||Yes||Yes|
|Conga Grid Views||Yes||No, requires Conga Grid|
|Send for Signature||Yes||No, requires Conga Sign|
|Generate a Contract||Yes||No, requires Conga Composer|
|Administration of Clause Library||Yes||No|
|Access View Redlines||Yes||No|
|Self-Service Request||Yes||No, requires Conga Composer|
Contracts for Salesforce Objects currently include the following: Contract Agreement, Legal Entity, Contract Responsibilities, Contract Agreement Family Viewer, and Managed Clauses.