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.|
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.
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.
For details on profile settings and related securities, see Profile Settings and Security.
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
- Evaluation and validation of contract’s financial impact and risks
- Approval of the commitment of resources per the contract
- Financial analyst, Controller, CFO, Treasurer
- 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
- Definition of non-standard, complex, or global contract components
- Assignment of contributors, scoring, approval, and strategic aspects
- VP Strategic Accounts, CEO, CFO, COO
- 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.