Conga Product Documentation

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Setting Salesforce Permissions

Unless they have a System Administrator profile, users will not automatically have access to the package contents that are required to access X-Author functionality.

To provide access to users, Conga recommends that administrators create new permission sets for both Runtime and Designer and assign them to the appropriate users.

Note:

As an alternative, you can assign the below permission to user profiles rather than creating permission sets, if it is more convenient.