User Profile Management
A profile contains user permissions and access settings. There are five basic profiles used with Conga CPQ:
A profile contains user permissions and access settings. There are five basic profiles used with Conga CPQ:
| Profile | Description |
|---|---|
| Conga CPQ Admin | Can configure and customize the application. Has access to all Conga CPQ functionality that does not require an additional license. |
| Conga CPQ Read Only User | Can view the organization's setup, run and export reports, and view, but not edit other records. |
| Conga CPQ User | Can create, edit, execute, and approve quotes or Proposals. This profile cannot delete quotes or proposals and does not have any permissions to manage CPQ settings. |
- Creating a User Profile
- Profile is essentially a definition of a set of permissions granted to a group of users.
- Adding a Single User
- The maximum number of users you can create is determined by your Salesforce Edition.
- Adding Multiple Users
- The maximum number of users you can create is determined by your Salesforce Edition. Depending on the number of available licenses, you can create up to 10 users.
- Assigning Conga CLM License to a User
- In addition to Salesforce licensing, a user profile must be assigned to the Conga CPQ license.
