You can access your account by logging in to your Conga platform. This section provides information about the accounts interface.

Navigating the Accounts page 

When you launch the Accounts page on the UI, you can view the following tabs.

  • My Accounts: By default, the Accounts page displays the My Accounts tab. On this tab, all the accounts created by you are listed on this page along with their details. 
  • Recently viewed: You can view the list of accounts that you recently viewed.
  • All Accounts: You can view the list of accounts created by other users only if you have access rights.

There are various functionalities available for you to manage the accounts.

View Setting

View Setting allows you to control which columns are displayed in the grid and rearrange the column order.

To add or remove columns from the grid

  1. Click the View Setting icon (). The View Settings window appears.
  2. To add a column to the grid, highlight it in the left section and click the plus-sign () icon.
  3. To remove a column from the grid, highlight it in the right section and click the minus-sign () icon. You can use the search box available above the section to search for a specific field.
  4. To add or remove more than one column, press Ctrl-Click or Shift-Click to highlight the columns, then click the left and right arrows.

  5. To add or remove all columns, click Insert All or Remove All.
    At least one column must be displayed in the grid.

  6. Click Apply to close the dialog and apply view settings to the grid.

To rearrange columns in the grid

  1. Click the View Setting icon () to open the View Settings dialog.
  2. In the right section, click and drag a column name to move it before or after another column in the list. 
  3. To move a column up or down one place in the order, hover your cursor over the column name and click the up or down arrow.
  4. To change the position of more than one column, use Shift-Click to highlight the columns and click the up or down arrow to the right of the section to move the selected columns.
  5. Click Apply to close the dialog and apply view settings to the grid.

Sorting accounts

You can sort the accounts by clicking the column names. You can sort the accounts based on Account Name, Account Type, and Created Date. The accounts are sorted by the last modified date in descending order. Every time you click the column name, the sorting switches between ascending and descending order. You can adjust the column width by dragging the columns. Hover near the column boundaries till the two-way arrow appears. Click when the arrow appears and drag left or right to adjust the column width.

Actions available on this page

  • Click New Account to create an account. For more information, see Creating an Account.
  • Click the account name link to open the Account Details page.
  • Click the More icon () next to an account name to edit or delete an existing account.

Results per page

At the bottom of the page, you can view the total count of accounts available. You can control the number of accounts to be displayed on each page. By default, you can view 10 records on each page.

By default, you can view 10, 20, 30, 50, and 100 accounts per page using the Rows per page drop-down list. This feature works in association with the search and filter functions to display search records per page. You can use the Next (>) and Previous (<) buttons to move to the next or the previous pages. You can also jump to a certain page using the page search component.