You can manage Conga Platform users using the User Administration user interface. The Users tab allows you to:

  • Create, update, and manage users.
  • Import user information.
  • Assign roles to users.
  • Set default options for users. For example, locale, time zone, date and time format, and other preferences.

To create a new user

  1. Log in to the Conga Platform as an admin user.
  2. Click the App Launcher () icon from the top-left corner, then go to Admin Console > Users.
    A list of users is displayed.

  3. Click Add to add a new external user. The User Details screen appears.

  4. Enter values in the following fields:

    Field NameDescription
    User Type

    Select an external user from the dropdown list.

    ExternalId

    Enter the user's external ID. This can be any unique alphanumeric text used to identify the user. This ID is used when migrating users from one environment to another. You can enter up to 2000 characters in this field.

    • For the Salesforce identity provider user, the user's unique Salesforce ID (18 digits) must be added as an external ID. For more information on how to get the 18-digit user ID, see Getting Salesforce User ID.
    • ExtetnalId is optional for Conga IDP users.
    User NameEnter the user's unique user name. The Conga IDP user uses this username to log onto the Conga Platform. You can enter up to 255 characters in this field.
    First NameEnter the user's first name. You can enter up to 255 characters in this field.
    Last NameEnter the user's last name. You can enter up to 255 characters in this field.
    EmailEnter the user's email address. It must be a valid email address in the form: test@abc.com, test@abc.in, etc. You can enter up to 255 characters in this field.
    Role

    Enter the keyword to search and select the appropriate role to be assigned to a new user. A role is assigned to users performing similar tasks and consists of a set of permissions. For more information, see Managing Roles.

    Permission Groups

    Select permission group(s) from the list. Permission groups are assigned to users for additional access that is not part of the selected role. Permission groups determine a given user's access to objects and records, and permissions to perform actions in the Conga Revenue Lifecycle Platform.

    Timezone

    Enter the keyword to search and select the time zone from the list.

    If you do not provide a time zone, the application uses the organization's time zone and assigns it to the user.

    Locale

    Enter the keyword to search and select the locale from the list.

    If you do not provide a locale, the application uses the organization's locale and assigns it to the user.

    Currency

    Enter the keyword to search and select the currency from the list.

    If you do not provide a currency, the application uses the organization's currency and assigns it to the user.

    Alias

    Enter the user's alias name. You can enter up to 255 characters in this field.

    Language

    Enter the user's language. For example, en-IN. You can enter up to 255 characters in this field.

    Address

    Enter the user's full address. You can enter up to 64000 characters in this field.

    Phone Number

    Enter the user's phone number. You can enter up to 255 characters in this field.

  5. Click Save.

    The Conga IDP user receives a Welcome email that includes the username, the first-time login password, and organization information. The user can generate a new password using the default first-time login password.

Newly created users are in an active state by default. Based on the Timezone, Locale, and Currency selections, the Positive Currency Format, Negative Currency Format, Short Date Format, Log Date Format, Time Format, Decimal Symbol, Digit Group, Digit Grouping Symbol, and Negative Number Format information will be added to the new user. All of these fields can be changed while editing the user.

Activating or Deactivating Users

An administrator can activate or deactivate existing users from the user details page. Users can be granted role-based activation and deactivation access. A deactivated user cannot log in to the Conga Platform Administration portal.

To activate or deactivate a user

  1. Log in to the Conga Platform as an admin user.
  2. Click the App Launcher () icon from the top-left corner and go to Admin Console > Users.
    A     list of users is displayed.
  3. Click the More () icon next to the user name and select Activate or Deactivate.

Next Step: Configuring DataSync Infrastructure