Field Name

Description

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.

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.

ExtetnalId 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, etc. 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 and Permission Groups.

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. 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. 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. 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.