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Conga Support

System Settings Overview

This page applies to: Conga Contracts

The ability to set and change system settings is a permission that should be granted only to those who have an in-depth knowledge of Conga Contracts. They should also understand how each change to the system's configuration can impact both the data stored in the system and the users who rely on this data.

A user with the System Settings Admin permission defines basic and advanced system settings, such as the numbering format for Company and Contract Profiles, the parameters for password use, the rules for sending and receiving email messages, and the procedures for integrating third party applications that work in conjunction with Conga Contracts, such as Salesforce. The System Settings Admin can also control the amount and type of information that displays in each type of email message sent from the program, as well as the portlets that display in the Dashboard when a new user logs in to Conga Contracts for the first time.

For those customers who run Conga Contracts on their own server, the System Settings Admin must export the data that has been added to their program prior to each software release since syncing the customer's program with a new release results in the loss of added data, such as additional forms and the items selections in the lists in program screens. Once the customer is running the most recent version of the software on their server, they must re-import the data they exported to re-populate their database.

For those customers who use the Application Programming Interface (API) to monitor the new companies, contracts, and projects that their users add to Conga Contracts, the System Settings Admin must define the parameters for webhooks.  The System Settings Admin can configure a webhook to send an alert to a specific URL whenever a user creates or saves a Company, Contract, and/or Project Profile.

The System Settings Admin can perform the following tasks: