Out-of-the-Box Roles

The following roles are available out-of-the-box (OOTB) with the required permission groups and admin permissions pre-assigned.


Role	Available Permissions Description	Associated Permission Groups	Associated Admin Permissions
Conga CLM Read Only	A standard CLM role for stakeholders who require view-only access to contract records and reports. Users can view, search, and download contract documents but cannot create, edit, or take any action on records.	CongaCLMReadOnlyPermissionGroup PlatformDefaultPermissionGroup CongaPlatformReadOnlyPermissionGroup	NA
Conga CLM Requester	A standard role for business users to initiate and track contract requests, enabling them to create and submit requests, add notes, and view contract records, but not own, negotiate, or take action on contracts.	CongaCLMRequesterPermissionGroup PlatformDefaultPermissionGroup CongaPlatformReadOnlyPermissionGroup CongaCLMApprovalsUserPermissionGroup	NA
Conga CLM Contract Manager	The primary owner of the contract lifecycle, responsible for creating, editing, negotiating, and executing contracts end-to-end, including document generation, redlining, eSignature, and post-execution activities, without access to system administration or contract deletion.	CongaCLMContractManagerPermissionGroup PlatformDefaultPermissionGroup CongaPlatformReadOnlyPermissionGroup CongaCLMApprovalsUserPermissionGroup CongaCCIUserPermissionGroup	NA
Conga CLM Legal	A role for in-house legal users that provides full access to contract lifecycle activities, such as negotiation, redlining, eSignature, and clause management, while restricting system administration access. Users assigned this role can manage the full contract lifecycle including negotiation, redlining, eSignature, and clause library management. They cannot manage templates or perform system administration.	CongaCLMLegalPermissionGroup PlatformDefaultPermissionGroup CongaPlatformReadOnlyPermissionGroup CongaCLMApprovalsUserPermissionGroup CongaCCIUserPermissionGroup	NA
Conga CLM Template Admin	A role that enables users to manage contract templates and clause libraries, including creating, editing, and maintaining templates, clauses, and contract records, without granting access to contract execution or system administration. The role supports document generation and preview, provides read-only access to related contract objects, and can be extended through additional permission groups or customized by cloning its associated permission group.	CongaCLMTemplateAdminPermissionGroup PlatformDefaultPermissionGroup CongaPlatformReadOnlyPermissionGroup	RuleSettings
Admin	A role that offers unrestricted access to all CLM capabilities, including contract management, approval routing, document management, user and permission management, and system settings.	ViewAllPermissionGroup ModifyAllPermissionGroup	NA

Note: To modify an out-of-the-box role, clone the role and its primary permission group. Update permissions in the cloned permission group, and then associate the cloned permission group with the cloned role. Replace the original OOTB permission group with the cloned permission group.


Capability	Conga CLM Requester	Conga CLM Contract Manager	Conga CLM Legal	Conga CLM Template Admin	Platform System Admin	Conga CLM Read Only
Records and Requests
Create contract request	Yes	Yes	Yes	No	Yes	No
Route or Submit for approval	Yes	Yes	Yes	No	Yes	No
Add tasks or notes or comments	Yes	Yes	Yes	No	Yes	No
View contract record	Yes	Yes	Yes	Yes	Yes	Yes
Create contract record	Yes	Yes	Yes	Yes	Yes	No
Edit or modify contract record	No	Yes	Yes	Yes	Yes	No
Clone contract	No	Yes	Yes	Yes	Yes	No
Assign or reassign contract owner	No	Yes	Yes	No	Yes	No
Manage obligations	No	Yes	Yes	No	Yes	No
Delete contract record	No	No	No	No	Yes	No
Document Generation and Import
Generate document from template	No	Yes	Yes	Yes	Yes	No
Import third-party paper	No	Yes	Yes	No	Yes	No
Preview document from template	No	Yes	Yes	Yes	Yes	No
Download document	No	Yes	Yes	Yes	Yes	Yes
Upload or attach supporting documents to contracts	No	Yes	Yes	No	Yes	No
Negotiation and Redlining
Send document for review	No	Yes	Yes	No	Yes	No
Access X-Author for Contracts for redlining	No	Yes	Yes	No	Yes	No
Signatures and Activation
Send for eSignature or signature (includes signing as internal signer and void or cancel)	No	Yes	Yes	No	Yes	No
Activate contract	No	Yes	Yes	No	Yes	No
Renew or Amend contract	No	Yes	Yes	No	Yes	No
Terminate or Expire contract	No	Yes	Yes	No	Yes	No
Reporting and Search
View reports and dashboards	Yes	Yes	Yes	No	Yes	Yes
Create or edit reports and dashboards	No	Yes	Yes	No	Yes	No
Search contracts	Yes	Yes	Yes	No	Yes	Yes
Template and Clause Management
Create or edit templates	No	Yes	Yes	Yes	Yes	No
Create or edit clauses	No	Yes	Yes	Yes	Yes	No
System Administration
User management and permission management	No	No	No	No	Yes	No
Bulk upload master or contract data	No	No	No	No	Yes	No
CLM system settings	No	No	No	No	Yes	No
Access to all CLM actions	No	No	No	No	Yes	No
Read All or Modify all records (Super User)	No	No	No	No	Yes	No

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Out-of-the-Box Roles

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