Conga Product Documentation

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Editing a Permission Group

After you create a permission group, you can view, update, or delete it from the list page. You can also search for specific records in the grid by performing a keyword search. For more information, see Filter Records in the Grid View.

To view permission group information, click the Permission Group Name link from the Permission Groups list page.

  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 Permission Groups tab.
  4. Click the permission group name link from the list page, or click the More () icon adjacent to the record and click Edit.
  5. Make required changes as described in Assigning Object Permissions, Assigning Field Permissions, Assigning Record-Type Permissions, or Adding Scope Permissions.
    Changes are automatically saved, and a confirmation message is displayed.