Custom permissions allow you to give access to certain X-Author Contracts features for a user profile.

Classic Navigation: Setup > Build > Develop > Custom Permissions.

Lightning Navigation: Setup > Custom Code > Custom Permissions.

The following table lists the custom permissions available in the Contract Management application:

Custom PermissionDescription
XA_CheckinAsFinal

This permission allows users to view the following save options on the Check-in document page:

  • Update Current Version
  • With Redlines
  • Without Redlines
  • Final - to be signed
XA_CheckInWithoutRedlines

This permission allows users to view the following save options on the Check-in document page:

  • Update Current Version
  • With Redlines
  • Without Redlines
XA_CheckInWithRedlines

This permission allows users to view the following save options on the Check-in document page:

  • Update Current Version
  • With Redlines

Irrespective of the user profile permissions, any user can check in a document with redlines using X-Author for Contracts 1.0.

XA_ContractsAllows users to view the Contracts tab in X-Author Contracts.
Conga Contract Lifecycle Management.Apttus.XA_DisableAutoCheckout

This permission when set to true does not automatically check out contracts.

This custom permission is available to be configured in the APTS_ProfilePermissions admin entry. For more information, see Assigning Custom Permissions to User Profiles.

XA_TemplateAllows users to view the Templates tab in X-Author Contracts.
XA_UnlockReadOnlyClauseAllows users to modify read-only clauses in X-Author Contracts.
XA_UnprotectDocumentProvides full access to all the documents irrespective of protection type enforced at the document level.
XA_disableautocheckout
This permission when set to true allows users to disable the auto-checkout option when they:

  • Create and check in an offline document

  • Check contract documents in

  • Check templates in

  • Send a document for review

  • Compare and merge documents

  • Regenerate or regenerate with redline

This custom permission is available to be configured in the APTS_ProfilePermissions admin entry. For more information, see Assigning Custom Permissions to User Profiles.

XA_hidecheckoutmenu

This permission hides the Open and Open and Update options for the user.

This custom permission is available to be configured in the APTS_ProfilePermissions admin entry. For more information, see Assigning Custom Permissions to User Profiles.

xa_unprotectdocumentThis permission allows users to view the document protection toggle button. 
xa_disableimportoffline

This permission, when set to true, disables the Import Offline option for the user and when set to false makes the option available for the user. When this custom permission is not added, the Import offline option is available for the user by default. 

This custom permission is available to be configured in the APTS_ProfilePermissions admin entry. For more information, see Assigning Custom Permissions to User Profiles.

xa_disablecreateoffline

This permission, when set to true, disables the Create Offline option for the user and when set to false makes the option available for the user. When this custom permission is not added, the Create offline option is available for the user by default.

This custom permission is available to be configured in the APTS_ProfilePermissions admin entry. For more information, see Assigning Custom Permissions to User Profiles.

xa_displaycheckinretaindocumentname

This permission enables an option for users to select to retain a document name during check-in. Retain Document name allows users to use the document name from the document version properties in CLM instead of from the Comply setting. 

xa_displaycheckincreatepdfa

This permission enables the Create PDF/A attachment option during check-in.