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Conga Support

Permissions needed for Conga Contracts

The following permissions are required to use Conga Contracts.

System Permissions

These permissions are only needed for the Administrator who is setting up an Oauth Token in Conga Contracts
  • API Enabled
  • View Setup
  • Customize Application
  • Tabs
    • APXT_Redlining__Setup

Objects

  • Contract (Read, Edit)
  • EmailMessage (Create, Read)

Fields

  • Contract.Contract_Family_Parent__c (Read, Edit)
  • Contract.Contract_Family_Root__c (Read, Edit)
  • Contract.Primary_Document_Title__c (Read, Edit)
  • Contract.Primary_Document__c (Read, Edit)
  • EmailMessage.Attached_Contract_Documents__c (Read, Edit)

Apex Classes

  • APXT_Redlining__apxt_constants
  • APXT_Redlining__apxt_emailMessageComplete
  • APXT_Redlining__apxt_utilities
  • APXT_Redlining__apxt_herokuConnect

Visualforce Pages

  • APXT_Redlining__Apxt_herokuConnect

Additional System Permissions Recommended

  • Modify All Data