Roles determine a given user's access to applications, objects, records, and permissions to perform actions on the Conga Revenue Lifecycle Platform. A role is assigned to users performing similar tasks and consists of a set of permissions. As an administrator, you can assign roles to the existing users or create a new user and edit the user details to assign roles. You can also assign multiple permissions and permission groups to a user to grant access to all the assigned role permissions.

Based on your organization's security, legal, functional, and administrative requirements, some examples of the roles you can create include: Contracts Facilitator, Contracts Read Only, Global Legal User, Quote Administrator, and so on. As an administrator, you can create roles to restrict access to data for certain users based on their functional roles and responsibilities.

You can create a new role or clone an existing one with the closest match, saving you time to start from scratch.

To create a new role

You can also create a new role by cloning a role with the closest match. Conga recommends cloning an existing role to save time. For more information on cloning the existing role, see the next section.

  1. Log in to the Conga Platform as an admin user.
  2. Click the App Launcher () icon from the top-left corner > Admin Console > Users.
  3. Go to the Roles tab and click Add.

  4. Enter values in the following fields:.

    FieldDescription
    NameEnter a unique name for the role.
    DescriptionEnter a description of the role.
    Permission GroupsSelect permission group(s) from the list. Permission groups determine a given user's access to applications, objects, records, and permissions to perform actions on the Conga Revenue Lifecycle Platform. For more information on permission groups, click here.
    Admin Permissions

    Select applications from the list that you want your non-admin users to access on the Conga Revenue Lifecycle Platform. For example, you can select "Users" and "View Document Management Application" to give your non-admin users access only to the Admin Console's Users section and the Document Management Apps.

  5. Click Save.

To clone a role

  1. Click the More () icon at the start of the role record.
  2. Click Clone. The Clone Role popup appears.
  3. Enter the unique name for the new role.
  4. Click Save.