User Groups enable administrators to create groups of individual users with specific roles and permissions. These groups streamline collaboration by bringing together users who share common interests, roles, or responsibilities. Administrators can not only create new groups but also include a mix of both groups and individual users within a single group.

Role-Based Access Control (RBAC) with owner scope

A specific user or a user group can own a record. For more information on access control, see Role-Based Access Control.

To assign a user or user group as the Record Owner of a specific record, you must enable the Is Allow Owner Scope toggle for that object. For more information, see Creating and Managing Objects.

Prerequisites

Users to be added to the group must already exist within the system. For more information, see Managing Users.

To create a user group

  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 User Groups tab and click Create User Group.

  4. Enter values in the following fields.

    FieldDescription
    User Group NameEnter a unique name for the group.
    EmailEnter the group email ID to receive the notification regarding the change of record owner.
    Is Send Email to User Group MembersEnable this toggle to send email notifications to each user group member whenever there is a change in record ownership or notification is configured for the user group.
  5. Click Save. A confirmation message appears.

You can now add group members to the newly created group.

To add group members

  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 > User Groups.
  3. Search a specific user group using keyword search. For more advanced search options, use additional filters and logic. For more information, see Filtering Records in the Grid View.
  4. Click the More () icon located near the group name and select Manage Members option.
  5. Click Add User Group Members.

  6. Enter values in the following fields.

    FieldDescription
    Member TypeSelect the User option to include a specific user to the group, or select the UserGroup option to add a user group as a group member.
    EmailSearch for and select a user or group name.
  7. Click Save. A confirmation message appears.

The newly added group members appear in the User Group Member list.