Configuring a Profile

1. Go to Setup > Manage Users > Profile. The Profiles page is displayed.
2. Click the Partner Community User link. The Partner Community User page is displayed.
3. Click Clone. The Clone Profile page is displayed. 
4. In the Profile Name field, enter a name for the profile. For example, Partner Community User Cloned.
5. Click Save. The Partner Community User Cloned profile is created. You must complete the following configuration.

Assigned Apps

1. Click Assigned Apps. The Assigned Apps page is displayed.
2. Click Edit, select the Visible checkbox for the following apps:
   • Conga Approvals Management (Apttus_Approval__ApttusApprovalsManagement)
   • Conga Approvals Setup (Apttus_Approval__ApttusApprovalsSetup)
   • Conga Batch Updates (Apttus_Config2__ApttusBatchUpdates)
   • Conga Billing Setup (Apttus_Config2__ApttusBillingSetup)
   • Apttus Contract Management (Apttus__ApttusContractManagement)
   • Apttus Contract Management (Lightning) (Apttus__ApttusContractManagement_Lightning)
   • Conga Configurable Wizard (Apttus__ApttusConfigurableWizard)
   • Conga CPQ Admin (Apttus_CPQAdmin__ApttusCPQAdmin)
   • Conga Incentive Setup (Apttus_Config2__ApttusIncentiveSetup)
   • Conga Lightning Component Admin (Apttus_Base2__Configurator)
   • Conga Order Management (Apttus_Config2__ApttusOrderManagement)
   • Conga Pricing Setup (Apttus_Config2__ApttusPricingSetup)
   • Conga Product Setup (Apttus_Config2__ApttusProductSetup)
   • Apttus Proposal Management (Apttus_Proposal__ApttusProposalManagement)
   • Apttus Proposal Management (Lightning) (Apttus_Proposal__ApttusProposalManagement_Lightning)
   • Conga X-Author™ For Excel (Apttus_XApps__XAuthorExcel)
   • TurboEngines Admin (Apttus_Base2__TurboEngineAdmin)
3. Click Save.

Object Settings

1. Click Object Settings. The Object Settings page is displayed.
2. Click the required object name link. The <object> page is displayed.

3. Click Edit. Configure the following settings:

   Object Name	Tab Settings	Page Layouts	Object Permissions
   Accounts	Default On	Varies by Record Type	Read, Create, Edit
   Contacts	Default On	Varies by Record Type	Read, Create, Edit
   DocGen Packages	Tab Hidden	Varies by Record Type	Read
   Documents	Tab Hidden	--	Read
   Opportunities	Default On	Varies by Record Type	Read, Create, Edit
   Products	Default On	Product Layout (No Price)	Read
   Proposals	Default On	Varies by Record Type	Read, Create, Edit

4. Click Save.

Apex Class Access

1. Click Apex Class Access. The Apex Class Access page is displayed.
2. Click Edit.
3. From the Available Apex Classes list, select CPQ-related classes.
4. Click Add to move them to the Enabled Apex Classes list.
5. Click Save.

Visualforce Page Access

1. Click Visualforce Page Access. The Visualforce Page Access page is displayed.
2. Click Edit. 
3. From the Available Visualforce Pages list, select CPQ-related pages.
4. Click Add to move them to the Enabled Visualforce Pages list.
5. Click Save.

Custom Permissions

1. Click Custom Permissions. The Custom Permissions page is displayed.
2. Click Edit.
3. From the Available Custom Permissions list, select the following permissions:
   • Apttus.XA_CheckinAsFinal
   • Apttus.XA_CheckInWithoutRedlines
   • Apttus.XA_CheckInWithRedlines
   • Apttus.XA_Contracts
   • Apttus.XA_Template
   • Apttus.XA_UnlockReadOnlyClause
   • Apttus.XA_UnprotectDocument
4. Click Add to move them to the Enabled Custom Permissions list.
5. Click Save.

Custom Metadata Types

1. Click Custom Metadata Types. The Custom Metadata Types page is displayed.
2. Click Edit.
3. From the Available Custom Metadata Types list, select CPQ-related metadata types.
4. Click Add to move them to the Enabled Custom Metadata Types list.
5. Click Save.

Custom Setting Definitions

1. Click Custom Setting Definitions. The Custom Setting Definitions page is displayed.
2. Click Edit.
3. From the Available Custom Setting Definitions list, select the following and other CPQ-related definitions:
   • Apttus*.*
   • echosign_dev1.*
4. Click Add to move them to the Enabled Custom Setting Definitions list.
5. Click Save.