Differentiating user roles and permissions
Standard Users, Managers, and System Administrators are the three roles within the Default Permissions set that cannot be altered.
The following chart gives a detailed overview of what each of these roles can do within Collaborate:
|
Conga Collaborate Function |
Standard User |
Manager |
System Administrator |
|---|---|---|---|
|
Create presentations, proposals, contracts, templates, and content |
x |
x |
x |
|
Publish and send documents |
x |
x |
x |
|
Access and edit own material |
x |
x |
x |
|
Access private documents of direct reports |
x |
x |
x |
|
Assign documents and assets to other users |
x |
x |
x |
|
Edit public or private documents of direct reports |
x |
x |
|
|
Edit private templates of direct reports |
x |
x |
|
|
Lock or unlock private items in the assets library |
x |
x |
|
|
Edit user roles and settings |
x |
||
|
Edit manager and reporting settings |
x |
||
|
Edit account settings |
x |
||
|
Edit roles and permissions |
x |
||
|
Create and edit themes |
x |
||
|
Manage integrations |
x |
||
|
Create and edit signals |
x |
||
|
Manage tags |
x |
