Conga Product Documentation

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Setting Up Apttus_Lite User Profile

The following Comply system properties are configured. For more information, see Comply System Properties.

  • CLM Lite Profile(s)/PermissionSets
  • CLM Lite License Admin Email
  • Email Lite Monitoring Report to Apttus?
  • Inactivate Non-Compliant Lite User

These properties capture user login data (Login History Name, Login Time, and User) in LoginHistory__c.

The Lite user license is helpful for users who need occasional access to view or edit contracts in Contract Management. You can add a set of Lite users to the Apttus_Lite user profile. Each can log in to Contract Management up to 30 times. You also track their usage by reviewing the usage monitoring report.
To set up Apttus_Lite user profile
  1. Go to Setup > Users > Profiles and click New Profile.
  2. From Existing Profile, select an existing user profile to clone.
  3. For Profile Name, enter Apttus_Lite_Users .
  4. Click Save.
  5. Click Assigned Users.
  6. To create a single user, click New User. To create multiple users, click Add Multiple Users.
  7. Enter the required details and click Save.