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Advantage Platform Administration

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Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)Conga CopilotCPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTest AuthorTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneral

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Advantage Platform Administration

Organization Switching

Setting the Default Organization

The user must be onboarded with the same Identity Provider and have the same External ID (Federation ID) and External Organization ID across all required organizations.

Note:

Organization switching works with all Identity Providers (SAML SSO and Microsoft Entra) except Conga IDP, Salesforce, and Salesforce Sandbox.

This task describes how to set a default organization from your list of associated organizations. When you set a default, the system automatically directs you to that organization each time you log in, providing a seamless and consistent experience.
  1. Click your profile icon at the top right of the page.
  2. Select the Change Organization option.
  3. Select the organization you want to make the default.
  4. Click Set as Default.
  5. From the confirmation dialog, click Submit.
The selected organization is set as the default. To help identify it, the application displays a Default tag with a yellow background.
Administrator Guide
Conga Advantage Platform Administration

September 8, 2025