Use the following settings to ensure the profile settings correspond to the custom profile.

See also Sharing Security.

Conga CLM recommends checking field-level security for corresponding objects when configuring profiles.

ProfileRead OnlyRequestor/ ApproverContract Creator/ NegotiatorContract Manager/Template AdminAdministrator
Custom App Settings
Apttus Contract ManagementYesYesYesYesYes






Enabled Apex Class Access
Apttus.*YesYesYesYesYes






Enabled Visualforce Page Access
Apttus.*YesYesYesYesYes






Standard Tab Settings
AccountsUse Existing SettingUse Existing SettingUse Existing SettingUse Existing SettingUse Existing Setting
ContactsUse Existing SettingUse Existing SettingUse Existing SettingUse Existing SettingUse Existing Setting
DashboardsUse Existing SettingUse Existing SettingUse Existing SettingUse Existing SettingUse Existing Setting
ReportsUse Existing SettingUse Existing SettingUse Existing SettingUse Existing SettingUse Existing Setting






Apttus Custom Tab Settings
AdminTab HiddenTab HiddenTab HiddenTab HiddenDefault Off
Agreement ProtectionTab HiddenTab HiddenTab HiddenTab HiddenDefault Off
Agreement RulesTab HiddenTab HiddenTab HiddenTab HiddenDefault Off
AgreementsTab HiddenDefault OnDefault OnDefault OnDefault On
Agreement Document Output FormatsTab HiddenTab HiddenTab HiddenTab HiddenDefault Off
Configurable WizardTab HiddenTab HiddenTab HiddenDefault OnDefault On
Cycle Time GroupsTab HiddenTab HiddenTab HiddenTab HiddenDefault Off
Doc Assembly RulesetsTab HiddenTab HiddenTab HiddenDefault OnDefault On
Query TemplatesTab HiddenTab HiddenTab HiddenTab HiddenDefault Off
Retention PoliciesTab HiddenTab HiddenTab HiddenTab HiddenDefault Off
Search Filters (Comply)Tab HiddenTab HiddenTab HiddenTab HiddenDefault On
Publish TemplatesTab HiddenTab HiddenTab HiddenDefault OnDefault On
Purge AgreementsTab HiddenTab HiddenTab HiddenTab HiddenDefault On
TemplatesTab HiddenTab HiddenTab HiddenDefault OnDefault On
Term ExceptionsTab HiddenTab HiddenTab HiddenTab HiddenDefault Off






Administrative Permissions
Manage UsersNo (Use Existing Setting)No (Use Existing Setting)No (Use Existing Setting)No (Use Existing Setting)Yes
Customize ApplicationNo (Use Existing Setting)No (Use Existing Setting)No (Use Existing Setting)No (Use Existing Setting)Yes
View Setup & ConfigurationYesYesYesYesYes
Manage Public ReportsNo (Use Existing Setting)No (Use Existing Setting)No (Use Existing Setting)No (Use Existing Setting)Yes
Manage DashboardsNo (Use Existing Setting)No (Use Existing Setting)No (Use Existing Setting)No (Use Existing Setting)Yes
Edit HTML TemplatesNo (Use Existing Setting)No (Use Existing Setting)No (Use Existing Setting)No (Use Existing Setting)Yes






General User Permissions




Create and Customize ReportsUse Existing SettingUse Existing SettingUse Existing SettingYesYes
Edit EventsUse Existing SettingYesYesYesYes
Edit TasksUse Existing SettingYesYesYesYes
Export ReportsUse Existing SettingUse Existing SettingUse Existing SettingYesYes
Run ReportsUse Existing SettingUse Existing SettingUse Existing SettingYesYes
Send emailUse Existing SettingUse Existing SettingYesYesYes
Folder Permissions
See Folder Security

Custom Object Permissions
AdminReadReadReadReadRead, Create, Edit, Delete
AgreementReadRead, Create, EditRead, Create, EditRead, Create, EditRead, Create, Edit, Delete
Agreement ClauseReadRead, Create, EditRead, Create, EditRead, Create, Edit, DeleteRead, Create, Edit, Delete
Agreement DocumentReadRead, Create, EditRead, Create, EditRead, Create, Edit, DeleteRead, Create, Edit, Delete
Agreement Document Output FormatReadRead, Create, EditRead, Create, EditRead, Create, EditRead, Create, Edit, Delete
Agreement Line ItemReadReadReadRead, Create, Edit, DeleteRead, Create, Edit, Delete
Agreement LockReadReadReadRead, Create, Edit, DeleteRead, Create, Edit, Delete
Agreement ProtectionReadReadReadReadRead, Create, Edit, Delete
Agreement RuleReadReadReadReadRead, Create, Edit, Delete
Agreement Rule ConditionReadReadReadReadRead, Create, Edit, Delete
Agreement Term ExceptionReadReadReadRead, Create, EditRead, Create, Edit, Delete
AsyncMergeCallReadRead, Create, EditRead, Create, EditRead, Create, EditRead, Create, Edit, Delete
Content EventReadRead, Create, EditRead, Create, EditRead, Create, EditRead, Create, Edit, Delete
Cycle Time FieldReadReadReadRead, Create, EditRead, Create, Edit, Delete
Cycle Time Field DataReadRead, Create, EditRead, Create, EditRead, Create, EditRead, Create, Edit, Delete
Cycle Time GroupReadReadReadRead, Create, EditRead, Create, Edit, Delete
Cycle Time Group DataReadRead, Create, EditRead, Create, EditRead, Create, EditRead, Create, Edit, Delete
Doc Assembly ComponentReadReadReadRead, Create, Edit, DeleteRead, Create, Edit, Delete
Doc Assembly RuleReadReadReadRead, Create, Edit, DeleteRead, Create, Edit, Delete
Doc Assembly RulesetReadReadReadRead, Create, Edit, DeleteRead, Create, Edit, Delete
Document VersionReadRead, CreateRead, Create, EditRead, Create, EditRead, Create, Edit, Delete
Document Version DetailReadRead, CreateRead, Create, EditRead, Create, EditRead, Create, Edit, Delete
Formula Field (Comply)ReadReadReadRead, Create, Edit, DeleteRead, Create, Edit, Delete
Merge EventReadReadReadRead, Create, Edit, DeleteRead, Create, Edit, Delete
Merge Event DetailReadReadReadRead, Create, Edit, DeleteRead, Create, Edit, Delete
Query TemplateReadReadReadReadRead, Create, Edit, Delete
Query Template FilterReadReadReadRead, Create, EditRead, Create, Edit, Delete
Query Template QualifierReadReadReadRead, Create, EditRead, Create, Edit, Delete
Related AgreementReadReadReadRead, Create, Edit, DeleteRead, Create, Edit, Delete
Retention PolicyReadRead, Create, EditRead, Create, EditRead, Create, EditRead, Create, Edit, Delete
Search Filter (Comply)ReadReadReadRead, Create, Edit, DeleteRead, Create, Edit, Delete
Temp Object (Comply)ReadRead, Create, Edit, DeleteRead, Create, Edit, DeleteRead, Create, Edit, DeleteRead, Create, Edit, Delete
TemplateReadReadReadRead, Create, EditRead, Create, Edit, Delete
Template Clause ReferenceReadReadReadRead, Create, EditRead, Create, Edit, Delete
Template Datasource FilterReadReadReadRead, Create, EditRead, Create, Edit, Delete
Template Dynamic SectionReadReadReadRead, Create, EditRead, Create, Edit, Delete
Term ExceptionReadReadReadRead, Create, EditRead, Create, Edit, Delete
Wizard DesignReadReadReadRead, Create, EditRead, Create, Edit, Delete
Wizard Input ControlReadReadReadRead, Create, EditRead, Create, Edit, Delete
Wizard RulesetReadReadReadRead, Create, EditRead, Create, Edit, Delete
WizardReadReadRead, Create, Edit, DeleteRead, Create, EditRead, Create, Edit, Delete
Wizard StepReadReadReadRead, Create, EditRead, Create, Edit, Delete






Custom Record Type Settings for Agreements




Record Types (Create Permission) Permission for the Record Types needs to be provided.NoYesYesYesYes