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Advantage Platform Administration

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Conga Product Documentation

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Advantage Platform Administration

Conga Advantage Platform for Administrators

Login 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.

Tip:
If you are set up for both Preview and Production environments and:

  • You use Conga IdP, Salesforce, or Salesforce Sandbox as an identity provider for login, and want to log in to both environment simultaneously using different tabs of the same browser, see Logging in to Multiple Environments in the Same Browser.

  • You use any SAML 2.0 or Microsoft as an identity provider for login, and and want to switch between environments, see Organization Switching.

Prerequisites

  • You are 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, and user name. Conga IDP is automatically activated for this administrator.

The administrator can then log in 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.

Attention:

If a user remains inactive for more than 1 hour, the application will automatically log them out.

Logging into the Conga Advantage Platform using the Conga IDP

The Conga Advantage Platform is a comprehensive solution for managing revenue operations. This task guides you through the process of logging into the platform using the Conga Identity Provider (IDP), ensuring secure and streamlined access to your organization's resources.

  1. Open the Conga Advantage Platform URL in the web browser.
    You are directed you to the Conga Advantage Platform login screen.
  2. Select Conga as the identity provider from the list.
  3. Enter your username and password and click Sign In.
  4. If your email address is not associated with your user record, enter your business email address.
  5. Click Send verification code.
  6. Enter the one time password (OTP) received on the given email address and click Verify code.

    Use the Send new code button if you don't receive the OTP.

  7. Click Continue.

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 Advantage Platform.

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.

Note:

The bulb icon will disappear once you finish all customer onboarding activities.

Logging into the Conga Advantage Platform using another IdP

This task outlines the steps to log into the Conga Advantage Platform using an alternative IdP, ensuring users can seamlessly access the platform with their preferred authentication method.

  1. Open the Conga Advantage Platform URL in the web browser.
    You are directed to the Conga Advantage Platform login screen.
  2. Select the Identity Provider option from the list to sign in using IdP credentials or enter your username to log in with SAML.
    Note:

    Conga Advantage Platform supports the following identity providers:

  3. You are redirected to the chosen identity provider or single sign-on login screen.
    Note: If you receive an access prompt while signing in, grant all access.
  4. Enter your username and password and click Log In.

    If you forgot your password, follow the selected identity provider or single sign-on process to reset your password.

Logging in to Multiple Environments in the Same Browser

  • You are onboarded with both Preview and Production environment.

  • You use Conga IDP, Salesforce, or Salesforce Sandbox as an Identity Provider.

  • You have the following region-specific login or instance URL handy:
    NAEUAU
    Login URLhttps://login-rls.congacloud.comhttps://login.congacloud.euhttps://login.congacloud.au
    Instance URL (Preview)https://preview-rls09.congacloud.comhttps://rls-preview.congacloud.euhttps://rls-preview.congacloud.au
    Instance URL (Production)https://prod-rls10.congacloud.comhttps://rls.congacloud.euhttps://rls.congacloud.au

When users try to log in to both the Preview and Production environments using different tabs of the same browser, they may face issues because both environments share the same authentication login URL. This shared URL can cause the browser to redirect to the most recently accessed environment, making it difficult to stay logged in to both simultaneously. To ensure proper access, users must use the correct region-specific login or instance URL when switching between environments.

This tasks you through the process of how you can access both environment simultaneously in the same browser. Here, we take the following example:

For example, you are logged in to the preview environment and want to access the production environment.

  1. Log in to the preview environment.
  2. Use any of the following option:
  3. Option 1:
    1. Open a second tab in the same browser.
    2. Use the region-specific production environment Login URL. Refer to the prerequisites section.
    3. Select the IdP and follow the login process.
  4. Option 2:
    1. Log out from the preview environment.
    2. Use the region-specific production environment Instance URL. Refer to the prerequisites section.
    3. Select the IdP and follow the login process.
You are logged in to the production environment.
Administrator Guide
Conga Advantage Platform Administration

October 6, 2025