Role and Permission Group management helps administrators configure security on the Conga Platform. A role represents a profile (e.g., system admin, contract facilitator, general user, etc.). Administrators can create user roles that contain a set of permissions with specific access to objects, records, pages, and administrative functions in applications that are built on the Conga Platform. You can either use the User Interface or REST APIs as per your business needs.

Please see Managing Roles and Permission Groups for more information on the following topics:

  • Understanding Role-Based Access Control
  • Creating Permission Groups
  • Working with Permission Groups
  • Creating Roles
  • Working with Roles
  • Creating User Groups