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Advantage Platform Administration

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Conga Product Documentation

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Advantage Platform Administration

Roles and Permission Groups

Roles

Roles determine a user's access to applications, objects, records, and permissions to perform actions on the Conga Advantage Platform. A role is assigned to users performing similar tasks and consists of a set of permissions. As an administrator, you can assign roles to existing users or create a new user and edit the user's details to assign roles. You can also assign multiple permissions and permission groups to a user to grant access to all assigned role permissions.

Examples of the roles you can create include: Contracts Facilitator, Contracts Read Only, Global Legal User, Quote Administrator, and so forth, based on your organization's security, legal, functional, and administrative requirements. As an administrator, you can create roles to restrict access to data for certain users based on their roles and responsibilities.

You can create a new role or clone an existing one with the closest match, saving time over starting from scratch.

After you create a role, you can view, edit, clone, and delete the role from the list page. You can manage column width, which columns are displayed in the grid, freeze/pin a column range, or rearrange the column order. You can also filter the view of records in the grid by performing a keyword search, filtering the list by column value, or applying one or more advanced filters and filter logic. For more information, see Managing View Settings and Filtering Records.

To view the role information, click the Role Name link from the Roles list page.

Out-of-the-Box Roles

The following roles are available out-of-the-box with the required permission groups and admin permissions pre-assigned.

RoleAssociated Permission GroupsAssociated Admin Permissions
AdminViewAllPermissionGroup, ModifyAllPermissionGroup
Contract AdministratorViewAllPermissionGroup, ModifyAllPermissionGroup
Contract Standard UserViewAllPermissionGroup, ModifyAllPermissionGroup
Conga CPQ AdminCongaCPQAdminPermissionGroup
Conga CPQ UserCongaCPQUserPermissionGroup
Conga CPQ Read Only UserCongaCPQReadOnlyUserPermissionGroup
AuthAutoProvisionedUser
GuestUserRoleGuestUserPermissionGroup
CongaCLMReadOnlyUserCongaCLMReadOnlyUserPermissionGroup, CongaPlatformReadOnlyPermissionGroup
CongaCLMUserCongaCLMUserPermissionGroup, CongaPlatformReadOnlyPermissionGroup
CongaCLMAdminCongaCLMAdminPermissionGroup, CongaPlatformAdminPermissionGroupUsers,Organization,Templates,TranslationWorkbench,SchemaManager,EditObjectLayout
CongaRLCReadyOnlyUserCongaCLMReadOnlyUserPermissionGroup, CongaCPQReadOnlyUserPermissionGroup, CongaPlatformReadOnlyPermissionGroupViewDocumentManagementApplication
CongaRLCUserCongaCLMUserPermissionGroup, CongaCPQUserPermissionGroup, CongaPlatformReadOnlyPermissionGroupViewDocumentManagementApplication
CongaRLCAdministratorCongaCLMAdminPermissionGroup, CongaCPQAdminPermissionGroup, CongaPlatformAdminPermissionGroupUsers,Organization,Templates,TranslationWorkbench,SchemaManager,EditObjectLayout,ViewDocumentManagementApplication
Conga TestAuthor AdminCongaTestAuthorAdminPermissionGroup
Conga TestAuthor UserCongaTestAuthorUserPermissionGroup
Conga TestAuthor Read-Only UserCongaTestAuthorReadOnlyPermissionGroup
CommunityUserRoleCommunityUserPermissionGroup
CongaSign Integration RoleCongaSignPermissionsViewDocumentManagementApplication
Conga Billing AdminCongaBillingReadOnlyUserPermissionGroup

Creating a Role

Ensure you have administrative access and understand the existing roles and permission groups to align the new role with organizational needs.

You can also create a new role by Cloning a Role with the closest match. Cloning an existing role will likely save time.

  1. Log in to the Conga Advantage Platform as an administrator.
  2. Click the App Launcher () icon in the top left corner, then Admin Console > Users.
  3. Click the Roles tab.
  4. Click Add.
  5. Enter values in the following fields:.

    Field

    Description

    Name

    Enter a unique name for the role.

    Description

    Enter a description of the role.

    Permission Groups

    Select permission group(s) from the list. Permission groups determine a given user's access to applications, objects, records, and permissions to perform actions on the Conga Advantage Platform. For more on permission groups, see Permission Groups.

    Admin Permissions

    Select applications from the list that you want your non-administrative users to access on the Conga Advantage Platform. For example, you can select "Users" and "View Document Management Application" to give your non-administrative users access only to the Admin Console's Users section and the document management apps.

  6. Click Save.

Cloning a Role

You can clone an existing role to quickly replicate its permissions and settings, ensuring consistency across user roles. After cloning, modify the new role as needed to meet specific business requirements.

  1. Log in to the Conga Advantage Platform as an administrator.
  2. Click the App Launcher () icon in the top left corner, then Admin Console > Users.
  3. Click the Roles tab.
  4. Click the More () icon adjacent to the role record you will clone.
  5. Click Clone.
    The Clone Role popup appears.
  6. Enter a unique name for the new role.
  7. Click Save.

Editing a Role

Editing a role allows you to adjust permissions, update role details, or refine access settings without creating a new role from scratch.

  1. Log in to the Conga Advantage Platform as an administrator.
  2. Click the App Launcher () icon in the top left corner, then Admin Console > Users.
  3. Click the Roles tab.
  4. Click the role name link or click the More () icon adjacent to the role record name.
  5. Click Edit.
  6. Make the necessary changes.
  7. Click Save.

Deleting a Role

When a role is no longer relevant to your organization's processes, you can delete it to keep the role hierarchy clean and up to date. Deleting a role permanently removes it from the system, so it should only be done after verifying that no users or dependencies rely on it.
  1. Log in to the Conga Advantage Platform as an administrator.
  2. Click the App Launcher () icon in the top left corner, then Admin Console > Users.
  3. Click the Roles tab.
  4. Click the More () icon adjacent to the role record you will clone.
  5. Click Delete.
    This raises a confirmation dialog.
  6. Click Confirm.
    Note:
    • Deletion is irrevocable. Once deleted, a role cannot be recovered.
    • If any user is assigned the role, you will receive a validation message but will beand unable to delete it.
Administrator Guide
Conga Advantage Platform Administration

March 27, 2026