Manage Users
The following permissions need to be granted for user profiles associated with users who will be working with Conga Billing. If you do not grant these permissions, user may face issues while using and configuring Conga Billing.
Please note that user roles and their access might differ during the actual implementation. The following table intends to give you a direction for granting user permissions.
|
Custom Object Layouts |
Finance Administrator |
Finance User |
|---|---|---|
|
Account Location |
Default |
Default |
|
Order |
Default |
Default |
|
Account Contacts |
Default |
Default |
|
Billing Preference |
Default On |
Default On |
|
Accounts |
Default On |
Default On |
|
Contacts |
Default On |
Tab Hidden |
|
Payment Terms |
Default On |
Tab Hidden |
|
Tax Codes |
Default Off |
Tab Hidden |
|
Tax Certificates |
Default On |
Tab Hidden |
|
Reports |
Default Off |
Tab Hidden |
|
Custom Tab Settings |
Finance Administrator |
Finance User |
|---|---|---|
|
Billing Preference |
Default On |
Default On |
|
Accounts |
Default On |
Default On |
|
Contacts |
Default On |
Tab Hidden |
|
Payment Terms |
Default On |
Tab Hidden |
|
Tax Codes |
Default Off |
Tab Hidden |
|
Tax Certificates |
Default On |
Tab Hidden |
|
Reports |
Default Off |
Tab Hidden |
|
Custom Object Permissions |
Finance Administrator |
Finance User |
|---|---|---|
|
Asset Line Items |
Read, Create, Edit, Delete, View All, Modify All |
Read, Create |
|
Asset Transaction History |
Read, Create, Edit, Delete, View All, Modify All |
Read |
|
Asset Usage Price Tiers |
Read, Create, Edit, Delete, View All, Modify All |
Read, Create |
|
Asset Usage Price Tier History |
Read, Create, Edit, Delete, View All, Modify All |
Read, Create |
|
Billing Console |
Read, Create, Edit, Delete, View All, Modify All |
Read |
|
Billing Plan |
Read, Create, Edit, Delete, View All, Modify All |
Read, Create |
|
Billing Plan Items |
Read, Create, Edit, Delete, View All, Modify All |
Read, Create |
|
Billing Preferences |
Read, Create, Edit, Delete, View All, Modify All |
Read, Create |
|
Billing Schedules |
Read,Delete, View All, Modify All |
Read |
|
Billing Settings |
Read, Create, Edit, Delete, View All, Modify All |
|
|
Invoices |
Read, Create, Edit, Delete, View All, Modify All |
Read, Create |
|
Invoice Runs |
Read, Create, Edit, Delete, View All, Modify All |
Read, Create |
|
Invoice Run Results |
Read, Create, Edit, Delete, View All, Modify All |
Read, Create |
|
Invoice Line Items |
Read, Create, Edit, Delete, View All, Modify All |
Read, Create |
|
Invoice Line Item Tax Breakups |
Read, Create, Edit, Delete, View All, Modify All |
Read, Create |
|
Opportunities |
Read, Create, Edit, Delete, View All, Modify All |
Read, Create |
|
Orders |
Read, Create, Edit, Delete, View All, Modify All |
Read, Create |
|
Order Line Items |
Read, Create, Edit, Delete, View All, Modify All |
Read, Create |
|
Proposal Line Items |
Read, Create, Edit, Delete, View All, Modify All |
Read, Create |
|
Related A/R Transactions |
Read, Create, Edit, Delete, View All, Modify All |
Read |
|
Tax Codes |
Read, Create, Edit, Delete, View All, Modify All |
Read, Create |
|
Tax Certificates |
Read, Create, Edit, Delete, View All, Modify All |
Read, Create |
|
Tax Breakups |
Read, Create, Edit, Delete, View All, Modify All |
Read, Create |
|
Templates |
Read, Create, Edit, Delete, View All, Modify All |
Read, Create |
|
Credit Memos |
Read, Create, Edit, Delete, View All, Modify All |
Read, Create |
