A profile contains user permissions and access settings. There are five basic profiles used with Conga CLM:



Conga CPQ Admin

Can configure and customize the application. Has access to all Conga CPQ functionality that does not require an additional license.

Conga CPQ Read Only UserCan view the organization's setup, run and export reports, and view, but not edit other records.
Conga CPQ User

Can create, edit, execute, and approve quotes or Proposals. This profile cannot delete quotes or proposals and does not have any permissions to manage CPQ settings. 

  • Creating a User Profile
    Profile is essentially a definition of a set of permissions granted to a group of users.
  • Adding a Single User
    The maximum number of users you can create is determined by your Salesforce Edition.
  • Adding Multiple Users
    The maximum number of users you can create is determined by your Salesforce Edition. Depending on the number of available licenses, you can create up to 10 users.
  • Assigning Conga CLM License to a User
    In addition to Salesforce licensing, a user profile must be assigned to the Conga CPQ license.