Download page Conga Contracts User Type Permissions.
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 theiruser role(s). The user's role(s) can also define theirpermission typesand the level of access they have toadditional formsanddocument 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