1. Click the App Launcher () icon from the top-left corner, then go to Admin Console > Users.

2. Click Add to add a new external user. The User Details screen appears.

3. Enter values in the following fields:

   User Type	Select an external user from the dropdown list.
   Federation ID	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. Note: 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, you can refer to the Conga Revenue Lifecycle Platform article Getting Salesforce User ID.
   User Name	Enter a 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 CongaSign Integration Role to assign it to your 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. 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.
   SmallPhotoURL	A URL address of an image for the user as a profile picture.

4. Click Save.

   Note: The Conga IDP user receives a Welcome email that includes the username, the first-time login password, and organization information. The user can generate a new password using the default first-time login password.

Newly created users are active by default. Based on the Timezone, Locale, and Currency selections, the Positive Currency Format, Negative Currency Format, Short Date Format, Log Date Format, Time Format, Decimal Symbol, Digit Group, Digit Grouping Symbol, and Negative Number Format information will be added to the new user. All of these fields can be changed while editing the user.

Bulk Adding Users