Conga Contracts User Type Permissions
A User Admin assigns each user one of the following user types in their User Profile screen:
User Type | Permissions |
|---|---|
Full user (default) User | Can be granted any permission (Viewable, Create, or Modify) for the contract, company, and project groups they can access, as defined by their user role(s). The user's role(s) can also define their permission types and the level of access they have to additional forms and document types. |
Request/View Only User | In the role(s) assigned to the user, the Create and Modify permissions granted for a Company, Contract, or Project group are overridden so that the user has only Viewable permissions for the selected groups. As with the Full user, the role(s) assigned to the Request/View Only User can also define their permission types and their level of access to additional forms and document types. |
The User Type field in the User Profile screen reflects the user's level of access to program data and the tasks they can perform, which are controlled by their user role(s). The table below summarizes a user's permissions based on their user type.
- Tools
- Search
- Companies
- Company Wizards (Admin Tools)
- Company Profile Links
- Contracts
- Contract Wizards (Admin Tools)
- Contract Profile Links
- Reports
Feature / Task | Full user | Request/View Only User |
|---|---|---|
Run One-Click Reports | Yes | Yes |
Run Report Wizard (Add/Edit Report) | Yes, requires role with Reporting permission | Yes, requires role with Reporting permission |
Manage, Copy, Share Reports | Yes, requires role with Reporting permission | Yes, requires role with Reporting permission |
Manage / Format Advanced Reports | Yes, requires role with Advanced Reporting permission | Yes, requires role with Advanced Reporting permission |
Schedule Reports | Yes, requires role with Scheduled Reporting permission | Yes, requires role with Scheduled Reporting permission |
Manage Analytics Reports | Yes, requires role with Analytics permission | Yes, requires role with Analytics permission |
