A profile contains user permissions and access settings. There are five basic profiles used with Conga CLM:
Profile Name
Available Permissions Description
Conga CLM Administrator
Can configure and customize the application. Has access to all Conga CLM functionality that does not require an additional license.
Contract Manager/Template Admin
Can create, edit, execute, and approve contracts. This profile can also delete contracts as long as they are not executed. Can manage clause and language template library. Has access to X-Author for Contracts functionality
Read Only
Can view the organization's setup, run and export reports, and view, but not edit other records.
Requester/Approver
Can initiate new contract requests and use the Contract Wizard to assemble standard contracts, but does not have access to X-Author for Contracts. Can perform some limited searches and reporting.
Contract Creator/Negotiator
Can create, edit, execute, and approve contracts. This profile cannot delete agreements and does not have any permissions to manage clauses or templates. Has access to X-Author for Contracts in a negotiator role.
CLM User Roles & Tasks The following table presents the broad view of some of the key CLM roles and their descriptions:
Role
Description
Legal function
Design, creation, maintenance of contract template contents
Review, negotiation, and contract legal content assurance
Legal admin, Internal counsel, External counsel
Finance function
Evaluation and validation of contract’s financial impact and risks
Approval of the commitment of resources per the contract
Financial analyst, Controller, CFO, Treasurer
SMEs
Evaluation and validation of specific areas of contract commitments
Approval of their functional area of the contract’s deliverables
VP / Director for Products, Procurement, Sales, Partner Management
Contract Facilitator
Definition of non-standard, complex, or global contract components
Assignment of contributors, scoring, approval, and strategic aspects
VP Strategic Accounts, CEO, CFO, COO
Admin
General definition of process, contributors, contract elements
Configuration of applications and tools required by the process
Application admin, system analyst, business analyst
Creating a User Profile Profile is essentially a definition of a set of permissions granted to a group of users.
Adding a Single User The maximum number of users you can create is determined by your Salesforce Edition.
Adding Multiple Users The maximum number of users you can create is determined by your Salesforce Edition. Depending on the number of available licenses, you can create up to 10 users.
Assigning Conga CLM License to a User In addition to Salesforce licensing, a user profile must be assigned to the Conga CLM license.
Assigning Users to Queues Queues allow groups of users to manage a shared workload more effectively. A queue is a location where records can be routed to await processing by a group member. If the sharing model for all objects in the Queue is Public Read/Write/Transfer, you do not need to assign users to the queue, as all users already have access to the records for those objects.
Providing Read Access This allows preview and generate agreement actions to read the document password from the Admin object without allowing them to view it. You can set the permissions and page layouts for the selected profile. The permissions defined here control access at the object level. Set access levels based on the functional requirements for the profile. For example, create different groups of permissions for individual contributors, managers, and administrators.