Conga Product Documentation

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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