Logging in to Conga Advantage Platform
Conga Advantage Platform offers a streamlined login process by leveraging an external Identity Provider (IDP). This IDP integration is established through the widely adopted OAuth 2.0 protocol, facilitating seamless communication between the application and the external identity provider. Additionally, you have the option to sign in using a SAML username.
This approach eliminates the need to create new login credentials specifically for the Conga Revenue Lifecycle Management application. Instead, you can use your existing credentials from trusted third-party identity providers or your SAML username to sign in.
You can log in to the same organization with different user credentials using two separate tabs in a single browser window.
Prerequisites
- You have been onboarded to the Conga Advantage Platform. Ask your Conga representative onboarding assistance.
- The administrator whose email address is provided during onboarding has received a welcome email containing the Conga Advantage Platform URL, user name, and system-generated password. Conga IDP is automatically activated for this administrator.
The administrator can then log and configure another external integration (e.g., Salesforce, Salesforce Sandbox, SAML, etc.) to onboard other users with the configured external integration. The newly onboarded user will receive a welcome email with login details, a Conga Advantage Platform URL, and organization information that is used to sign in to the Conga Advantage Platform.
To sign in to the Conga Advantage Platform using the Conga IDP
This application links your business email address to your username. You won't need to enter your email address for future logins, as it will be automatically filled in when you click Sign In.
If you forgot your password or want to reset it, see Resetting Password for Conga IDP.
The Conga Advantage Platform welcome window appears after successful authentication. It provides quick steps to help onboard customers, set up your organization's credentials, and create roles, permission groups, and users. Click the Start onboarding button to view step-by-step instructions to manage customer onboarding activities. Each activity is linked to detailed documentation, facilitating the onboarding process. If you skip these activities, you can reopen them by clicking the light bulb icon at the top right corner of the home page.
The bulb icon will disappear once you finish all customer onboarding activities.
