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Conga Support

Users Overview

This page applies to: Conga Contracts (formerly Novatus)

Users are those individuals who are able to view and/or manage the information captured and stored in Conga Contracts (formerly Novatus). The Users feature allows those with the User Admin permission to create User Profiles, which store basic information for each user, as well as the functions they can perform and the roles they play in Conga Contracts (formerly Novatus).

User functions are needed for several tasks, such as assigning a responsibility for a contract, and identifying those who can approve a workflow step, a flow step, and a contract request. User roles determine the program features that the user can access, and the amount and type of data they can view and modify. Therefore, prior to adding users to Conga Contracts (formerly Novatus), an Administrator with the Role Admin permission must add all the appropriate user functions and roles.

User Admins can perform the following tasks associated with users:

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