Conga Contracts provides 40 default permission types, which are used to control user access to program data, tasks, and features such as Reporting, Direct Editing, and approving or making contract requests.

Conga Contracts provides 40 permission types, which are used to control user access to program data, tasks, and features such as Reporting, and approving or making contract requests. System Administrators create individual user roles and assign one or more permission types to each role. Administrators then add program users to Conga Contracts and assign one or more roles to each user. A Full User may be assigned a role with up to all permission types selected.

There are five (5) permissions reserved for Request/View User Types (but may be assigned to Full User Types). Request/View User Types have restricted permissions and are typically assigned one and up to all of the following permissions: eSignature Admin, Reporting, Requester, and Scorecard Viewing.

Request/View User Types (but may be assigned to Full User Types)

eSignature AdminCreate and void Conga Sign, DocuSign or Adobe EchoSign envelopes.
ReportingCreate, modify, generate, delete, and copy global reports.
RequestorAllows a user to create contract requests.
Restrict To My ContractsLimited to viewing the contracts for which the user has a responsibility.This permission overrides all other user roles.
Scorecard ViewingView Company, Contract, and Project scorecards.

The remaining 35 permissions are used to grant permissions to power users and administrators. Power users and Administrators can be assigned one or more of the following permissions to perform tasks or manage program features, such as Companies, Contracts, Projects, Users, Roles, Contract Requests, Contract Approvals, Contract Creation Templates, Clauses, Additional Forms, Flows, Reports, Document Packages, Scorecards, Supplier Registrations, and Systems Settings.

Power Users and Administrators

Additional Forms AdminCreate and modify additional company, contract, and project forms and manage additional fields in the Company, Contract, and Project Profiles.
Advanced ReportingCreate, format, edit, and generate advanced reports.
Open in Word (Direct Editing)Edit Microsoft Word Documents within Conga Contracts.
ApproverApprove contract requests.
BI ToolCreate, modify, and delete BI Toolbox analyses, reports, and dashboards.
Bulk Data Upload ToolSimultaneously upload multiple records into the following tables: Companies, Contracts, and Additional Forms. Each table must be loaded one at a time.
Bulk Sync AdminAllows the owner of this permission to sync records in bulk to Salesforce.
Clause AdminCreate, modify, and delete clauses, regardless of the clause's security level.
Company AdminPerform administrative functions for companies, including using the wizards: Merger/ Acquisition, Change Name, Archive, and Mark as Legal Entity.
Contract AdminPerform administrative functions for contracts, such as archiving contracts, and using the wizards: Creation, Renew Contract, Document Package, Assign Contract.
Creation Template AdminCreate, modify, and delete creation templates.
Document Package AdminAdminister document packages.
Email Distribution ListsCreate, modify, and delete email distribution lists.
eSignature AdminCreate and void DocuSign or Adobe Sign envelopes.
Flow AdminRun a flow via the Start Flow button on an existing Contract, Company, or Project Profile, override a flow step, and invalidate a flow.
Flow Template Admin (Contract, Company, and Project)Review the components of a template and review flow actions and steps; view flow templates; add a flow template; add a workflow to a flow template; filter; publish; edit; delete; inactivate/reactivate a flow template; and reorder flow templates.
Global Documents AdminUpdate and delete global documents.
Global Messaging AdminView, create, modify, and delete global Dashboard messages.
Global Translation AdminTranslate and edit the translation of items in the List Admin screen; and download a translation file.
List Admin
  • Administer list values in List Administration screen for companies, contracts, projects, addresses, additional fields, additional forms, documents, global translations, people, and company relationships.
  • View, create, copy, modify, and delete event alert templates.
  • View, create, modify, and delete task lists.
Profile Rules Admin
  • View, create, modify, and delete profile rules for both system (default) fields and any additional fields in Company, Contract, and Project Profiles.
  • View, create, modify, and delete profile rules for Company, Contract, and Project Additional Forms.
Project AdminCreate projects using teams, and modify projects.
Report AdminPerform administrative functions for reports.
Request AdminView, add, modify, and delete contract request types.
Request Unlock AdminVisibility into self-service requests that have become locked and unlock those requests.
Role AdminView, add, copy, modify, and delete users roles; generate a Role and Permissions Report; and view the history of changes to a role.
SSO AdminConfigure SSO integration settings.
Scorecard AdminView, create, modify, and delete scorecard Answer Profiles; view, create, modify, and delete Scorecard Components; and view, create, modify, and delete Scorecards.
Scorecard ViewingView Company, Contract, and Project scorecards.
Supplier Registration AdminView and approve Supplier registrations.
Supplier Registration Type AdminView, create, modify, and delete supplier registration types; add, edit, and delete documents from a supplier registration type.
System Settings AdminConfigure Global Messages and System Settings: General, API, Dashboard, Email, Export, Import, and Integration, including: Salesconnect, eSignature (for Conga Sign, DocuSign, or Adobe Sign) and Conga Suite.
True-Up AccessAccess the True-Up feature.
User AdminView a list of users, add users, copy user information, edit user information, disable/re-enable users, generate user reports, generate user Login Reports.
Microsoft Word Add-In AccessInstall the Microsoft Word Add-In plugin and update a document in Word using Conga Contracts clauses.
Workflow AdminView, create, copy, modify, and delete the available Workflow Templates; view, create, copy, modify, and delete the various Workflow Teams; and view, create, copy, edit, and delete the various Routing Tables.
Tip: This role allows Administrators to perform both the administrative tasks shown above and the user tasks for any workflow. User tasks include (1) completing, reassigning, and approving any step in the workflow (2) managing workflow documents, and (3) editing, closing, and deleting the workflow.

User roles work in conjunction with default permissions by allowing Administrators to create individual roles in Conga Contracts and then assign one or more permissions to each user role. In addition, security can be applied to a user role so that the groups (Company, Contract, and Project) that can be accessed by the users assigned to that role can be limited, as well as the level of access to additional forms and document types. Once all the user roles have been defined, Administrators can then add users to Contracts.