Role Permission Descriptions
Conga Contracts provides 40 default permission types, which are used to control user access to program data, tasks, and features such as Reporting, Direct Editing, and approving or making contract requests.
Conga Contracts provides 40 permission types, which are used to control user access to program data, tasks, and features such as Reporting, and approving or making contract requests. System Administrators create individual user roles and assign one or more permission types to each role. Administrators then add program users to Conga Contracts and assign one or more roles to each user. A Full User may be assigned a role with up to all permission types selected.
There are five (5) permissions reserved for Request/View User Types (but may be assigned to Full User Types). Request/View User Types have restricted permissions and are typically assigned one and up to all of the following permissions: eSignature Admin, Reporting, Requester, and Scorecard Viewing.
Request/View User Types (but may be assigned to Full User Types)
ROLE PERMISSIONS | PERMISSION DESCRIPTION |
|---|---|
eSignature Admin | Create and void Conga Sign, DocuSign or Adobe EchoSign envelopes. |
Reporting | Create, modify, generate, delete, and copy global reports. |
Requestor | Allows a user to create contract requests. |
Restrict To My Contracts | Limited to viewing the contracts for which the user has a responsibility.This permission overrides all other user roles. |
Scorecard Viewing | View Company, Contract, and Project scorecards. |
The remaining 35 permissions are used to grant permissions to power users and administrators. Power users and Administrators can be assigned one or more of the following permissions to perform tasks or manage program features, such as Companies, Contracts, Projects, Users, Roles, Contract Requests, Contract Approvals, Contract Creation Templates, Clauses, Additional Forms, Flows, Reports, Document Packages, Scorecards, Supplier Registrations, and Systems Settings.
Power Users and Administrators
ROLE PERMISSIONS | PERMISSION DESCRIPTION |
|---|---|
Additional Forms Admin | Create and modify additional company, contract, and project forms and manage additional fields in the Company, Contract, and Project Profiles. |
Advanced Reporting | Create, format, edit, and generate advanced reports. |
Open in Word (Direct Editing) | Edit Microsoft Word Documents within Conga Contracts. |
Approver | Approve contract requests. |
BI Tool | Create, modify, and delete BI Toolbox analyses, reports, and dashboards. |
Bulk Data Upload Tool | Simultaneously upload multiple records into the following tables: Companies, Contracts, and Additional Forms. Each table must be loaded one at a time. |
Bulk Sync Admin | Allows the owner of this permission to sync records in bulk to Salesforce. |
Clause Admin | Create, modify, and delete clauses, regardless of the clause's security level. |
Company Admin | Perform administrative functions for companies, including using the wizards: Merger/ Acquisition, Change Name, Archive, and Mark as Legal Entity. |
Contract Admin | Perform administrative functions for contracts, such as archiving contracts, and using the wizards: Creation, Renew Contract, Document Package, Assign Contract. |
Creation Template Admin | Create, modify, and delete creation templates. |
Document Package Admin | Administer document packages. |
Email Distribution Lists | Create, modify, and delete email distribution lists. |
eSignature Admin | Create and void DocuSign or Adobe Sign envelopes. |
Flow Admin | Run a flow via the Start Flow button on an existing Contract, Company, or Project Profile, override a flow step, and invalidate a flow. |
Flow Template Admin (Contract, Company, and Project) | Review the components of a template and review flow actions and steps; view flow templates; add a flow template; add a workflow to a flow template; filter; publish; edit; delete; inactivate/reactivate a flow template; and reorder flow templates. |
Global Documents Admin | Update and delete global documents. |
Global Messaging Admin | View, create, modify, and delete global Dashboard messages. |
Global Translation Admin | Translate and edit the translation of items in the List Admin screen; and download a translation file. |
List Admin |
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Profile Rules Admin |
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Project Admin | Create projects using teams, and modify projects. |
Report Admin | Perform administrative functions for reports. |
Request Admin | View, add, modify, and delete contract request types. |
Request Unlock Admin | Visibility into self-service requests that have become locked and unlock those requests. |
Role Admin | View, add, copy, modify, and delete users roles; generate a Role and Permissions Report; and view the history of changes to a role. |
SSO Admin | Configure SSO integration settings. |
Scorecard Admin | View, create, modify, and delete scorecard Answer Profiles; view, create, modify, and delete Scorecard Components; and view, create, modify, and delete Scorecards. |
Scorecard Viewing | View Company, Contract, and Project scorecards. |
Supplier Registration Admin | View and approve Supplier registrations. |
Supplier Registration Type Admin | View, create, modify, and delete supplier registration types; add, edit, and delete documents from a supplier registration type. |
System Settings Admin | Configure Global Messages and System Settings: General, API, Dashboard, Email, Export, Import, and Integration, including: Salesconnect, eSignature (for Conga Sign, DocuSign, or Adobe Sign) and Conga Suite. |
True-Up Access | Access the True-Up feature. |
User Admin | View a list of users, add users, copy user information, edit user information, disable/re-enable users, generate user reports, generate user Login Reports. |
Microsoft Word Add-In Access | Install the Microsoft Word Add-In plugin and update a document in Word using Conga Contracts clauses. |
Workflow Admin | View, create, copy, modify, and delete the available Workflow Templates; view, create, copy, modify, and delete the various Workflow Teams; and view, create, copy, edit, and delete the various Routing Tables. Tip: This role allows Administrators to perform both the administrative tasks shown above and the user tasks for any workflow. User tasks include (1) completing, reassigning, and approving any step in the workflow (2) managing workflow documents, and (3) editing, closing, and deleting the workflow. |
User roles work in conjunction with default permissions by allowing Administrators to create individual roles in Conga Contracts and then assign one or more permissions to each user role. In addition, security can be applied to a user role so that the groups (Company, Contract, and Project) that can be accessed by the users assigned to that role can be limited, as well as the level of access to additional forms and document types. Once all the user roles have been defined, Administrators can then add users to Contracts.
