Conga Product Documentation

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Creating a User Profile

Profile is essentially a definition of a set of permissions granted to a group of users.

Prerequisite: You must have administrative privileges.

  1. Click Setup > Manage Users > Profiles.
  2. Click New.
  3. From Existing Profile, select a mandatory profile. For example: System Administrator.
  4. Type a mandatory Profile Name.
  5. Click Save. If this profile already exists, examine the settings or permissions.
  6. Click Edit.
  7. Use the available settings to ensure the profile settings correspond to the custom profile.
  8. If needed, repeat the steps for other profiles.