Team Roles
Team Roles feature allows administrators to assign people to duties relating to the negotiation, management, or enforcement of a contract. A contract responsibility can be tied to relevant actions user has to perform as part of that responsibility. Conga CLM currently allows creating this mapping for standard actions and custom actions (creating by cloning standard actions) Send for Review action and Send for Signature contract action.
Once you have defined team roles, the contract managers can then add team members to a contract and assign each member a team role by creating a contract team. When a contract is sent for review or signature, the corresponding team members are automatically populated in the To field as recipients.
Creating a Team Role
You cannot edit or delete the out-of-the-box Signer and Reviewer team roles. However, you can deactivate these roles. You can edit or delete only custom roles.
The contract manager can now add team members to the contract and assign relevant roles to them. For more information, see Contract Team Management.
