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Conga Product Documentation

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CLM for Salesforce

Configuring Conga Platform

Adding a New User

You can manage Conga Platform users using the User Administration 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.
Tip: If the Auto Provision User Enabled toggle is enabled and the admin user has added and authorized the external integration, other 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 users. Now, if the toggle is enabled, any of these users can log in to the Conga Platform using their Salesforce credentials. Once they log in, their account is automatically created on the Conga Platform. For more information, see Viewing Conga Org Details.
To add a new user
  1. Log in to the Conga Platform as an admin user.
  2. Click the App Launcher () icon from the top-left corner and go to Admin Console > Users.

    A list of users is displayed.
  3. Click Add to add a new external user.
    The User Details screen appears.
  4. Enter values in the following fields.
    Field NameDescription

    User Type

    Select an external user from the dropdown list.

    ExternalId

    Enter the user's external ID. This can be any unique alphanumeric text used to identify the user. This ID is used when migrating users from one environment to another. You can enter up to 2000 characters in this field.

    Note:
    • For the Salesforce identity provider user, the user's unique Salesforce ID (18 digits) must be added as an external ID. For more information on how to get the 18-digit user ID, see Getting Salesforce User ID.
    • ExternalId is optional for Conga IDP users.

    User Name

    Enter the user's unique user name. The Conga IDP user uses this username to log onto the Conga Platform. You can enter up to 255 characters in this field.

    First Name

    Enter the user's first name. You can enter up to 255 characters in this field.

    Last Name

    Enter the user's last name. You can enter up to 255 characters in this field.

    Email

    Enter the user's email address. It must be a valid email address in the form: test@abc.com, test@abc.in, and so on. You can enter up to 255 characters in this field.

    Role

    Enter the keyword to search and select the appropriate role to be assigned to a new user. A role is assigned to users performing similar tasks and consists of a set of permissions. For more information, see Managing Roles.

    Permission Groups

    Select permission group(s) from the list. Permission groups are assigned to users for additional access that is not part of the selected role. Permission groups determine a given user's access to objects and records, and permissions to perform actions in the Conga Revenue Lifecycle Platform.

    Timezone

    Enter the keyword to search and select the time zone from the list.

    Note: If you do not provide a time zone, the application uses the organization's time zone and assigns it to the user.

    Locale

    Enter the keyword to search and select the locale from the list.

    Note: If you do not provide a locale, the application uses the organization's locale and assigns it to the user.

    Currency

    Enter the keyword to search and select the currency from the list.

    Note: If you do not provide a currency, the application uses the organization's currency and assigns it to the user.

    Alias

    Enter the user's alias name. You can enter up to 255 characters in this field.

    Language

    Enter the user's language. For example, en-IN. You can enter up to 255 characters in this field.

    Address

    Enter the user's full address. You can enter up to 64000 characters in this field.

    Phone Number

    Enter the user's phone number. You can enter up to 255 characters in this field.

  5. Click Save.
    Note:

    The Conga IDP user receives a Welcome email that includes the username, the first-time login password, and organization information. The user can generate a new password using the default first-time login password.

Newly created users are in an active state by default. Based on the Timezone, Locale, and Currency selections, the Positive Currency Format, Negative Currency Format, Short Date Format, Log Date Format, Time Format, Decimal Symbol, Digit Group, Digit Grouping Symbol, and Negative Number Format information is added to the new user. All of these fields can be changed while editing the user.

Administrator Guide

June 3, 2025