Admin users may have trouble using the same email address to login to both Conga Sign for Platform.

Your Conga account and Advantage Platform account are two separate logins. When you are logged into Advantage Platform and send out a transaction, Platform uses your associated Conga user credentials to do so. This is due to the User Management section within Conga Sign Settings, which allows you to set up a user with Conga that your Platform Account profile uses to send out transactions.

Scenario: A company using Conga Platform with Conga for eSignature services. One admin user is experiencing issues accessing both the Conga account and the Sign for Platform account due to the limitation of a single email address cannot be used for two separate accounts.

Objective: Ensure the admin user can effectively manage and send out signature using their Conga account while maintaining the functionality of the Conga Platform Sign Account, even though both accounts operate under separate systems.

1. Account Separation

   1. Conga Sign Account and Platform Accounts are different from each other.

   2. Conga Sign Account is used for managing and conducting eSignature.

   3. Platform Account is used to login to Conga Advantage Platform, facilitating tasks beyond signature management.

2. User Management:

   1. Under Conga Sign Settings, there is a dedicated User Management section allowing the configuration of user settings and associations with Conga.

Structuring Accounts:

1. Separate Emails

   1. Primary solution: The same email address can be used for either account in an SSO scenario.

      1. Conga Sign - Use the email address for your eSignature process.

      2. Platform - Use the email address to login to Conga Advantage Platform.

2. Platform Sign Integration

   1. Login to Conga Advantage Platform.

   2. Navigate to Conga Sign Settings > User Management.

   3. Link your Platform Account user to an associated Conga user. This allows the eSignature tasks within Platform to be carried out using Conga account credentials.

3. Verification

   1. Verify that both accounts are set up and associated correctly in User Management.

   2. Test sending an eSignature request via Platform to ensure the association works seamlessly.