The tasks that a user can perform may change over time due to increased responsibilities and/or the addition of new modules to Conga Contracts. To accommodate these changes, an existing role can be expanded by adding a new (or existing) module. Alternatively, a new role can be created for a new module and then assigned to the users who have permissions to perform the tasks associated with the module.
Expanding a User Role
You need the Role Admin permission to expand a user role by adding a new permission to the role. This option guarantees that all users who hold this role will have the new permission.
1. Click Admin in the Navigation Toolbar, and click the Roles link in the menu.
2. In the Roles screen, locate the role that needs the additional permission, and click on it to select it.
3. In the Role Profile screen, click Edit in the toolbar.
4. When the screen refreshes, scroll down to the Permission Types section.
5. In the Permission Type Name field, locate the new permission type in the alphabetized list, and select its check box.
6. Click Save.
Adding a Role and Granting the Role to Users
You need the Role Admin and User Admin permissions to add a role for the new permission, and then assign the role to individual users.
In the example shown below, a Document Assembly role is created for the Word Add-In Access permission, which allows users to edit a Word document using clauses from the Clause Library without launching Conga Contracts.
1. Add a new user role called Document Assembly and assign only the Word Add-In Access permission:
- Click Admin in the Navigation Toolbar, and click the Roles link in the menu.
- In the Roles screen, click New Role in the toolbar.
- In the Role Profile screen:
- Enter Document Assembly in the Role Name field
- Enter a description of the role in the Role Description field.
- In the Permission Types section of the screen, select the check box for the Word Add-In Access permission.
- (Optional) Assign the role's access level to each company, contract, and project group, additional form, and document type that uses security.
- Click Save.
2. Click Admin in the Navigation Toolbar, and click the Users link in the menu.
3. In the Users screen, locate the user who needs the new Document Assembly role, and click their user record to select it.
4. In the User Profile screen, scroll to the bottom of the screen.
5. In the Role Name field, locate the Document Assembly role in the alphabetized list, and select its check box.
6. Click Save.