Download page User Type Permissions for CLM (Conga Contracts for Salesforce).
User Type Permissions for CLM (Conga Contracts for Salesforce)
Licenses
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.
Resources
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
Upload/View/Download Documents
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
View/Manage Clauses
Yes
Yes
Access View Redlines
Yes
No
Access True-Up
Yes
No
Access Negotiate
Yes
No
Self-Service Request
Yes
No, requires Conga Composer
Contracts for Salesforce Objects currently include the following: Contract Agreement, Legal Entity, Contract Collaborators, Contract Agreement Family Viewer, and Managed Clauses.