| Field | Description |
|---|
| Organization Display Name | Name of the organization |
| Organization ID | Code that uniquely identifies your organization to the Conga Platform. |
| Address | Address of the organization. |
| Phone Number | Phone number of the organization. |
| Timezone | Primary time zone in which the organization is located. |
| Locale | The default country or geographic region that is selected for new users in the organization. This setting determines the format of numbers (decimal symbol, digit group, digit grouping symbol, and negative number), dates (long date, short date), and times in the Conga Platform. |
| Currency | Currency that your organization uses for its business. |
| Positive Currency Format | Positive Currency Format of the organization. |
| Negative Currency Format | Negative Currency Format of the organization. |
| Short Date Format | Short Date Format of the organization. |
| Long Date Format | Long Date Format of the organization. |
| Time Format | Time Format of the organization. |
| Decimal Symbol | Decimal Symbol of the organization. |
| Digit Group | Digit Group of the organization. |
| Digit Grouping Symbol | Digit Grouping Symbol of the organization. |
| Negative Number Format | Negative Number Format of the organization. |
| Is Active | Indicates whether the organization is active or not. |
| Auto Provision User Enabled | Allows users to auto-provision to the Conga Platform. If this toggle is enabled and the admin user has added and authorized the external integration, other users from that external integration can log in to the Conga Platform with their credentials, and the user is automatically created on the Conga Platform. For example, the admin user has integrated Salesforce as an external service and authorized it. In the Salesforce organization, there are 10 users. Now, if the toggle is enabled, any of these users can log in to the Conga Platform using their Salesforce credentials. Once they log in, their account is automatically created on the Conga Platform. |
| Identity Provider | Identity Provider of the organization. |
| Enable Guest & Customer Community User | Guest and community user functionality for the organization. You can enable and disable the feature by enabling and disabling the Enable Guest & Customer Community User toggle option.
You only need guest and community user accounts if you are using Conga Digital Commerce. The guest and community user has standard security settings that control which parts of the storefront that guest users can access. These settings limit what guest users can access in the records that support the storefront.
|
| Disable New User Email Notification | Enable this toggle If you do not want to send a welcome email to the new user. By default, it is disabled. |
| Enable One Time Migration for Reporting | Enable this toggle to activate the Reports and Dashboard module for your tenant and perform a one-time migration of existing tenant data to make reporting data available. To learn more about reporting and dashboards, see Reporting and Dashboards. |
