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Conga Product Documentation

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CLM for Salesforce

Configuring Conga Platform

Assigning a Permission Group to a Role

Roles determine a given user's access to applications, objects, records, and permissions to perform actions on the Conga Platform. A role is assigned to users performing similar tasks and consists of a set of permissions. As an administrator, you can assign roles to the existing users or create a new user and edit the user details to assign roles.
  1. Click the App Launcher () icon from the top-left corner and go to Admin Console > Users > Roles.
  2. Edit the AuthAutoProvisionedUser role and assign the permission group CoPilotPermissiongroup to it.
For more information, see Working with Roles.
Administrator Guide

February 5, 2026