Conga Product Documentation

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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

Before contract managers can add team members to a contract, you need to create a team role in Admin Setup. Signer and Reviewer team roles are available out-of-the-box.
  1. Go toCLM Admin > Team Role.
    A list of existing team roles is displayed.
  2. Click Add New Team Role.
  3. Enter Team Role Name.
  4. Select one or more Action according to the responsibility you want to assign to the team role.
    Note: CLM currently supports Send for Review action and Send for Signature action for team role assignment.
  5. Toggle the Active button to activate or deactivate the team role.
    Note: Inactive team roles cannot be added to a contract team.
  6. Enter a description for the team role.
  7. Click Create.
The team role is created. You are navigated to the Team Role list page. The newly created record is displayed at the top, and you can sort the list by clicking on the column name.

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.