Adding a New User
You can manage users either manually or automatically through the User Management user interface. The Users tab allows you to:
- Create, update, and manage users.
- Import user information.
- Assign roles to users.
- Set default options for users. For example, locale, time zone, date and time format, and other preferences.
- Click the App Launcher (
) icon from the top-left corner and go to .
A list of users is displayed.
For more information, see Adding Users.
There are two ways to onboard users: manually or automatically.
- Manual onboarding:
After onboarding the tenant:
- Add external integration and enable default IdP for that Salesforce org.
- Add a new user and enter the 18-digit Salesforce ID for the provided user in the ExternalId field.
After the admin user has added the user, an email is sent to the provider's email ID.
- Users can log in to the Conga Platform using their Salesforce credentials.
- Automatic onboarding:
After onboarding the tenant:
- Enable the Auto Provision User Enabled toggle in your Organization Details tab.
- Add external integration and authorize the external integration.
- Users from that external integration can log in to the Conga Platform with their credentials, and the user is automatically created on the Conga Platform.
For example, the admin user has integrated Salesforce as an external service and authorized it. In the Salesforce organization, there are 10–15 users. If this toggle is enabled, any of these users can log in to the Conga Platform using their Salesforce credentials. Upon logging in, their account is automatically created on the Conga Platform. However, their role is not set to admin, so they cannot access Q&A Agent. To grant users access to Q&A Agent, the admin user must manually change the user's role to admin.
