Conga Product Documentation

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User Types

Adding users to your system involves defining their role, setting up authentication, assigning the right permissions, and ensuring they have the correct access level based on their type (Internal, Integration, Guest, or Community). Ensuring a streamlined process helps maintain security while ensuring users can perform their tasks effectively.

  • Internal User: Internal users are usually employees or members of the organization that uses the system in its regular operations. They are granted access to features and data depending on their role, department, and permissions, as defined by the organization's access control policies.
  • Digital Commerce User: Digital commerce users are external users who interact with the system, typically through a community portal or self-service platform. They are not internal employees but are often customers, partners, or other stakeholders outside the organization.
  • Guest User: Guest users are usually external users that need temporary or restricted access to specific areas of the system. They are not members of the organization and often have limited privileges. In the context of an e-commerce platform, a guest user often makes one-time purchases, browses products, or performs other actions that do not require long-term membership or login credentials.
  • Integration User: An integration user is a system account or service user created specifically to enable data integration between two or more systems (e.g., CRM, ERP, or analytics tools). This user does not represent a human but is instead used for API connections, third-party integrations, or automated data sync.