Conga Batch Permission Requirements
This topic describes the minimum levels of permission and access settings required for a Conga Composer user to successfully run Conga Batch.
You will need to create a working Composer solution, as listed in Working Composer Solutions. You will need to be a Composer Administrator and have an operational Composer license.
Permission Requirements for Batch
To edit Profile permissions, navigate to Setup > Manage Users > Profiles.
- Minimum of Read Access to all custom Conga Objects (Conga Email Templates, Conga Queries, Conga Solutions, Conga Solution Email Templates).
- Minimum of Read Access to ALL Objects and Fields included in the merge templates (keep in mind the most restrictive settings apply, so if a user has visibility to a field but not the Object, they will not be able to merge data from that field).
Assign the following permission set to your Batch users:
Batch Administrator
This will include the following permissions:
APXT_BPM.Conductor_Launch
APXT_BPM.Conductor_Schedule
APXT_BPM.ConductorDashboardButtonPage
APXT_BPM.ConductorDashboardPage
APXT_BPM.ConductorSetupPage
APXT_BPM.FormulaBuilderPage
APXT_BPM.CNMockHttpResponseGenerator
APXT_BPM.Conductor_CtlExt
APXT_BPM.Conductor_CtlExt_Test
APXT_BPM.ConductorUrlController
APXT_BPM.ConductorUrlController_Test
APXT_BPM.Conga Batch Region
APXT_BPM.Conga Batch Setting
