Conga Contracts (formerly Novatus) offers multi-level security using the Roles and Users features, which work together so that very specific permissions can be granted to individual users. Administrators must first create user roles, and each role can be assigned any (or none) of the 35 default permission types.
In creating a role, security can be applied by granting/denying user access to Contract, Company, and Project Profiles based on the group to which the Profile belongs. Since Administrators also create these individual company, contract, and project groups, they can limit user access to data by creating proprietary, confidential, and/or restricted groups, and then assigning individual Company, Contract, and Project Profiles to one of these restricted groups. Access to additional forms and document types can also be controlled through role security, and Administrators can designate individual document types and additional forms as restricted.
After all the necessary roles are created, Administrators then add users to the program and assign each user one or more roles, which determine the data the user can access and the tasks they can perform.
The following features are used to secure the information stored in Conga Contracts (formerly Novatus) and limit access to program data and tasks: