Granting a User an Additional Role (Permission)
The tasks that a user can perform may change over time due to increased responsibilities and/or the addition of new modules to Contracts. To accommodate these changes, an existing role can be expanded by adding a new (or existing) module. Alternatively, a new role can be created for a new module and then assigned to the users who have permissions to perform the tasks associated with the module.
Expanding a User Role
You need the Role Admin permission to expand a user role by adding a new permission to the role. This option guarantees that all users who hold this role will have the new permission.
- Click the Gear Icon in the Navigation Toolbar, and click the Roles link in the menu.
- In the Roles screen, locate the role that needs the additional permission, and click on it to select it.
- In the Role Profile screen, click Edit in the toolbar.
- When the screen refreshes, scroll down to the Permission Types section.
- In the Permission Type Name field, locate the new permission type in the alphabetized list, and select its check box.
- Click Save.
Adding a Role and Granting the Role to Users
You need the Role Admin and User Admin permissions to add a role for the new permission, and then assign the role to individual users.
In the example shown below, a Document Assembly role is created for the Word Add-In Access permission, which allows users to edit a Word document using clauses from the Clause Library without launching Conga Contracts.
- Add a new user role called Document Assembly and assign only the Word Add-In Access permission:
- Click the Gear Icon in the Navigation Toolbar, and click the Roles link in the menu.
- In the Roles screen, click New Role in the toolbar.
- In the Role Profile screen, enter Document Assembly in the Role Name field
- Enter a description of the role in the Role Description field.
- In the Permission Types section of the screen, select the check box for the Word Add-In Access permission.(Optional) Assign the role's access level to each company, contract, and project group, additional form, and document type that uses security.
- Click Save.
- Click the Gear Icon in the Navigation Toolbar, and click the Users link in the menu.
- In the Users screen, locate the user who needs the new Document Assembly role, and click their user record to select it.
- In the User Profile screen, scroll to the bottom of the screen.
- In the Role Name field, locate the Document Assembly role in the alphabetized list, and select its check box.
- Click Save.
