Profile Settings and Security

Use the following settings as a reference to ensure the profile settings correspond to the custom profile. According to your organization's needs, you can change the settings.

See also Sharing Security.

Tip: Conga CLM recommends checking field-level security for corresponding objects when configuring profiles.


Profile	Read Only	Requestor/ Approver	Contract Creator/ Negotiator	Contract Manager/Template Admin	Administrator
Custom App Settings
Apttus Contract Management	Yes	Yes	Yes	Yes	Yes

Enabled Apex Class Access
Apttus.*	Yes	Yes	Yes	Yes	Yes

Enabled Visualforce Page Access
Apttus.*	Yes	Yes	Yes	Yes	Yes

Standard Tab Settings
Accounts	Use Existing Setting	Use Existing Setting	Use Existing Setting	Use Existing Setting	Use Existing Setting
Contacts	Use Existing Setting	Use Existing Setting	Use Existing Setting	Use Existing Setting	Use Existing Setting
Dashboards	Use Existing Setting	Use Existing Setting	Use Existing Setting	Use Existing Setting	Use Existing Setting
Reports	Use Existing Setting	Use Existing Setting	Use Existing Setting	Use Existing Setting	Use Existing Setting

Apttus Custom Tab Settings
Admin	Tab Hidden	Tab Hidden	Tab Hidden	Tab Hidden	Default Off
Agreement Protection	Tab Hidden	Tab Hidden	Tab Hidden	Tab Hidden	Default Off
Agreement Rules	Tab Hidden	Tab Hidden	Tab Hidden	Tab Hidden	Default Off
Agreements	Tab Hidden	Default On	Default On	Default On	Default On
Agreement Document Output Formats	Tab Hidden	Tab Hidden	Tab Hidden	Tab Hidden	Default Off
Configurable Wizard	Tab Hidden	Tab Hidden	Tab Hidden	Default On	Default On
Cycle Time Groups	Tab Hidden	Tab Hidden	Tab Hidden	Tab Hidden	Default Off
Doc Assembly Rulesets	Tab Hidden	Tab Hidden	Tab Hidden	Default On	Default On
Query Templates	Tab Hidden	Tab Hidden	Tab Hidden	Tab Hidden	Default Off
Retention Policies	Tab Hidden	Tab Hidden	Tab Hidden	Tab Hidden	Default Off
Search Filters (Comply)	Tab Hidden	Tab Hidden	Tab Hidden	Tab Hidden	Default On
Publish Templates	Tab Hidden	Tab Hidden	Tab Hidden	Default On	Default On
Purge Agreements	Tab Hidden	Tab Hidden	Tab Hidden	Tab Hidden	Default On
Templates	Tab Hidden	Tab Hidden	Tab Hidden	Default On	Default On
Term Exceptions	Tab Hidden	Tab Hidden	Tab Hidden	Tab Hidden	Default Off

Administrative Permissions
Manage Users	No (Use Existing Setting)	No (Use Existing Setting)	No (Use Existing Setting)	No (Use Existing Setting)	Yes
Customize Application	No (Use Existing Setting)	No (Use Existing Setting)	No (Use Existing Setting)	No (Use Existing Setting)	Yes
View Setup & Configuration	Yes	Yes	Yes	Yes	Yes
Manage Public Reports	No (Use Existing Setting)	No (Use Existing Setting)	No (Use Existing Setting)	No (Use Existing Setting)	Yes
Manage Dashboards	No (Use Existing Setting)	No (Use Existing Setting)	No (Use Existing Setting)	No (Use Existing Setting)	Yes
Edit HTML Templates	No (Use Existing Setting)	No (Use Existing Setting)	No (Use Existing Setting)	No (Use Existing Setting)	Yes

General User Permissions
Create and Customize Reports	Use Existing Setting	Use Existing Setting	Use Existing Setting	Yes	Yes
Edit Events	Use Existing Setting	Yes	Yes	Yes	Yes
Edit Tasks	Use Existing Setting	Yes	Yes	Yes	Yes
Export Reports	Use Existing Setting	Use Existing Setting	Use Existing Setting	Yes	Yes
Run Reports	Use Existing Setting	Use Existing Setting	Use Existing Setting	Yes	Yes
Send email	Use Existing Setting	Use Existing Setting	Yes	Yes	Yes
Folder Permissions
See Folder Security

Custom Object Permissions
Admin	Read	Read	Read	Read	Read, Create, Edit, Delete
Agreement	Read	Read, Create, Edit	Read, Create, Edit	Read, Create, Edit	Read, Create, Edit, Delete
Agreement Clause	Read	Read, Create, Edit	Read, Create, Edit	Read, Create, Edit, Delete	Read, Create, Edit, Delete
Agreement Document	Read	Read, Create, Edit	Read, Create, Edit	Read, Create, Edit, Delete	Read, Create, Edit, Delete
Agreement Document Output Format	Read	Read, Create, Edit	Read, Create, Edit	Read, Create, Edit	Read, Create, Edit, Delete
Agreement Line Item	Read	Read	Read	Read, Create, Edit, Delete	Read, Create, Edit, Delete
Agreement Lock	Read	Read	Read	Read, Create, Edit, Delete	Read, Create, Edit, Delete
Agreement Protection	Read	Read	Read	Read	Read, Create, Edit, Delete
Agreement Rule	Read	Read	Read	Read	Read, Create, Edit, Delete
Agreement Rule Condition	Read	Read	Read	Read	Read, Create, Edit, Delete
Agreement Term Exception	Read	Read	Read	Read, Create, Edit	Read, Create, Edit, Delete
AsyncMergeCall	Read	Read, Create, Edit	Read, Create, Edit	Read, Create, Edit	Read, Create, Edit, Delete
Content Event	Read	Read, Create, Edit	Read, Create, Edit	Read, Create, Edit	Read, Create, Edit, Delete
Clause Approval	Read	Read	Read	Read, Create, Edit	Read, Create, Edit, Delete
Cycle Time Field	Read	Read	Read	Read, Create, Edit	Read, Create, Edit, Delete
Cycle Time Field Data	Read	Read, Create, Edit	Read, Create, Edit	Read, Create, Edit	Read, Create, Edit, Delete
Cycle Time Group	Read	Read	Read	Read, Create, Edit	Read, Create, Edit, Delete
Cycle Time Group Data	Read	Read, Create, Edit	Read, Create, Edit	Read, Create, Edit	Read, Create, Edit, Delete
Doc Assembly Component	Read	Read	Read	Read, Create, Edit, Delete	Read, Create, Edit, Delete
Doc Assembly Rule	Read	Read	Read	Read, Create, Edit, Delete	Read, Create, Edit, Delete
Doc Assembly Ruleset	Read	Read	Read	Read, Create, Edit, Delete	Read, Create, Edit, Delete
Document Version	Read	Read, Create	Read, Create, Edit	Read, Create, Edit	Read, Create, Edit, Delete
Document Version Detail	Read	Read, Create	Read, Create, Edit	Read, Create, Edit	Read, Create, Edit, Delete
Formula Field (Comply)	Read	Read	Read	Read, Create, Edit, Delete	Read, Create, Edit, Delete
Locale	Read	Read	Read	Read, Create, Edit, Delete	Read, Create, Edit, Delete
Merge Event	Read	Read	Read	Read, Create, Edit, Delete	Read, Create, Edit, Delete
Merge Event Detail	Read	Read	Read	Read, Create, Edit, Delete	Read, Create, Edit, Delete
Query Template	Read	Read	Read	Read	Read, Create, Edit, Delete
Query Template Filter	Read	Read	Read	Read, Create, Edit	Read, Create, Edit, Delete
Query Template Qualifier	Read	Read	Read	Read, Create, Edit	Read, Create, Edit, Delete
Related Agreement	Read	Read	Read	Read, Create, Edit, Delete	Read, Create, Edit, Delete
Retention Policy	Read	Read, Create, Edit	Read, Create, Edit	Read, Create, Edit	Read, Create, Edit, Delete
Search Filter (Comply)	Read	Read	Read	Read, Create, Edit, Delete	Read, Create, Edit, Delete
Temp Object (Comply)	Read	Read, Create, Edit, Delete	Read, Create, Edit, Delete	Read, Create, Edit, Delete	Read, Create, Edit, Delete
Template	Read	Read	Read	Read, Create, Edit	Read, Create, Edit, Delete
Template Clause Reference	Read	Read	Read	Read, Create, Edit	Read, Create, Edit, Delete
Template Datasource Filter	Read	Read	Read	Read, Create, Edit	Read, Create, Edit, Delete
Template Dynamic Section	Read	Read	Read	Read, Create, Edit	Read, Create, Edit, Delete
Template Version	Read	Read	Read	Read, Create, Edit	Read, Create, Edit, Delete
Term Exception	Read	Read	Read	Read, Create, Edit	Read, Create, Edit, Delete
Wizard Design	Read	Read	Read	Read, Create, Edit	Read, Create, Edit, Delete
Wizard Input Control	Read	Read	Read	Read, Create, Edit	Read, Create, Edit, Delete
Wizard Ruleset	Read	Read	Read	Read, Create, Edit	Read, Create, Edit, Delete
Wizard	Read	Read	Read, Create, Edit, Delete	Read, Create, Edit	Read, Create, Edit, Delete
Wizard Step	Read	Read	Read	Read, Create, Edit	Read, Create, Edit, Delete

Custom Record Type Settings for Agreements
Record Types (Create Permission) Permission for the Record Types needs to be provided.	No	Yes	Yes	Yes	Yes

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Profile Settings and Security

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