Managing Roles and Permission Groups

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: Permission groups can be assigned to individual users or roles.
Working with Permission Groups
Creating Roles
Working with Roles
Creating User Groups

The following table the permission levels that can be assigned to a CLM user for certain objects.

	Permission Level
Object	Read	Create	Update	Delete
Agreement	Displays the My Contracts, Recently Viewed, and Incoming Requests tabs in the LINKS panel. Share a record with any user or user group.	Create new contract records from My Contracts or Recently Viewed tabs.	Edit a contract record.	Delete a contract record using the kebab menu or custom actions. Delete an incoming request using the kebab menu.
AgreementLineItem	Displays the Line Items tab in the LINKS panel.	Add a new line item for a contract record. Clone a line item for a contract record.	Edit a contract record's line item.	Delete a contract's line item.
ContractRequest	Displays the My Requests tab in the LINKS panel.	Create a new contract request.	NA	NA
AgreementClause	Displays the Clauses tab in the LINKS panel.	Create a new clause record. Clone a clause record on the Clause Details page.	Edit a clause record.	Delete a clause on the Clause Details page.
DocumentMetadata	Displays the Documents tab in the LINKS panel.	NA	Upload a document.	Delete a document using the kebab menu.
RelatedAgreement	Displays the Related Contracts and Relationships tabs in the LINKS panel.	Create a new relationship with other contracts.	NA	Delete a related agreement. Remove a relationship type with other contracts by selecting the Unlink icon () in the Actions column.
AgreementInsight	Displays the Insights tab in the LINKS panel.	NA	NA	NA
RelatedItems	Displays the Related Items tabs in the LINKS panel	Add objects and their records linked to a contract.	Edit objects and their records linked to a contract.	Delete objects and their records linked to a contract.

In addition to the standard CRUD (Create, Read, Update, Delete) operations, you can assign custom object-specific actions like Clone, Generate, Activate for users.

To enable cloning of a contract record, select Action Permissions > Clone check box for Agreement object.
To display the Activity option in the right panel of the Contract Details page, select Action Permissions > ViewCLMActionPanel check box for the ActivityHistory object.
To display the Review Cycle option in the right panel of the Contract Details page, select Action Permissions > ViewCLMActionPanel check box for the ReviewCycle object.