Skip to main content
Conga Support

User Type Permissions

When adding a user, an Administrator can assign one of the following three user types in their User Profile screen: Full, Casual User, or Contract Request Only.  User types reflect the user's level of access to the Contract Request feature. 

As shown in the table below, User Type also controls the data the user can access and the tasks they can perform.  User Type works in conjunction with the roles assigned to a user since a role can contain one or more permissions, which provides the user with the ability to perform additional program tasks.  Alternatively, a role can be created without any permissions, but access to company, contract, and project data can be granted based on the group to which the Company, Contract, or Project Profile is assigned. 

  • Full user (default) - User can be granted any permission (Viewable, Create, and Modify) for the contract, company, and project groups they can access, as defined by their user role(s).  The user's role(s) can also define their permission types and the level of access they have to additional forms and document types
  • Casual User - In the role(s) assigned to the user, the Create and Modify permissions granted for a Company, Contract, or Project group are overridden so that the user has only Viewable permissions for the selected groups.  As with the Full user, the role(s) assigned to the Casual User can also define their permission types and their level of access to additional forms and document types. 
  • Contract Request Only - allows user to make contract requests, and view information for their submitted requests whether or not they are assigned the Requestor permission in their user role.  However, the Contract Request Only user cannot view any other data or access any other program features.

Feature / Task

Full user

Casual User

Contract Request Only

Login

Yes

Yes

Yes

User Preference Settings

Yes

Yes

Yes

Online Help System

Yes

Yes

Yes

My Place Menu

Dashboard & Portlets

Yes

Yes

No

Calendar

Yes

Yes

No

My Events - browse screen

Yes

Yes

No

My Contracts - browse screen

Yes

Yes

No

My Requests – View / Manage (Run Request Wizard)

Requires role with Requestor permission

Requires role with Requestor permission

Yes

My Requests – Upload Documents and Document Revisions

Yes

Requires role with Upload Document permission in Contract Group

Requires role with Upload Document permission in Contract Group

My Approvals – View / Manage

 Requires role with Approver permission

Requires role with Approver permission

No

Person browse (Address Book)

Yes

Yes

No

Global Documents – View / Manage

Yes

View Only

No

Clauses – View / View History

Yes

Yes

No

Clauses – Manage

Requires role with Clause Admin permission

Requires role with Clause Admin permission

No

Document Packages – View / Manage

Yes

Yes

No

Supplier Registrations

Yes

Requires role with Supplier Admin permission

No

Projects – View / Manage

Yes

View Only

No

Search

Basic Search

Yes

Yes

No

Search Query

Yes

Yes

No

Document Search

Yes

Yes

No

Companies

All Companies browse screen

Yes

Yes

No

  Filter by Company Status

Yes

Yes

No

  Search for Company

Yes

Yes

No

  Export Company List to Excel

Yes

Yes

No

Company Profile screen

Yes

Yes

No

  Manage Companies

Yes

No

No

  Edit Company Profile

Yes

No

No

  Add Contract to Profile

Yes

No

No

  Manage Company Workflows

Yes

Yes

No

  Generate One-Click Report

Yes

Yes

No

  View and Run Company Reports

Requires role with Reporting permission

 Requires role with Reporting permission

No

  Print One-Click Report

Yes

Yes

No

  Complete Company Flow Step

Yes

Yes

Yes

  Run Company Flow on Profile

 Requires role with Flow Admin permission

Requires role with Flow Admin permission

No

Company Wizards (Admin Tools)

   Merger / Acquisition

Requires role with Company Admin permission

No

No

   Change Name

Requires role with Company Admin permission

No

No

   Archive

Requires role with Company Admin permission

No

No

   Mark/Unmark as Legal Entity

Requires role with Company Admin permission

No

No

Company Profile Links

Contracts browse screen

Yes

Yes

No

  Filter by Contract Status

Yes

Yes

No

  Filter by Agreement Type (Tree)

Yes

Yes

No

  Search for Contract

Yes

Yes

No

  Export Contract List to Excel

Yes

Yes

No

  Add Contract to Profile

Yes

Yes

No

People browse screen

Yes

Yes

No

  Add Person to Company

Yes

No

No

  Search for Person

Yes

Yes

No

  Filter by Person Type

No

Yes

No

Person Profile screen

Yes

Yes

No

  Edit Person Information

Yes

No

No

  Delete Person

Yes

No

No

  View Person History

Yes

Yes

No

Additional Names browse screen

Yes

Yes

No

 Manage Additional Names

Yes

No

No

Relationships browse screen

Yes

Yes

No

  Manage Company Relationships

Yes

No

No

Locations browse screen

Yes

Yes

No

  View Location History

Yes

Yes

No

  Copy Address to Clipboard

Yes

Yes

No

Location Profile screen

Yes

Yes

No

  Manage Location Information

Yes

No

No

Tasks browse screen

Yes

Yes

No

  Show/Hide Completed Tasks

Yes

Yes

No

  Add, Edit, Complete Tasks

Yes

Yes

No

  Add Task List

Yes

Yes

No

Documents browse screen (default)

Yes

Yes

No

  Search for Document

Yes

Yes

No

  Multi-Print Documents

Yes

Yes

No

  Upload (Add) Document

Yes

Requires role with Upload Document permission in Company Group

Requires role with Upload Document permission in Company Group

Document Profile screen

Yes

Yes

No

  Edit Document Information

Yes

No

No

  Delete Document

Yes

No

No

  Download Document

Yes

Yes

No

  Upload Document Revision

Yes

Requires role with Upload Document permission in Company Group

Requires role with Upload Document permission in Company Group

  Compare Document Revisions

Yes

Yes

No

  Direct Editing of Document

Requires role with WEBDAV Editing permission

Requires role with WEBDAV Editing permission

No

  View/Download Doc Revisions

Yes

Yes

No

  Move Document

Yes

No

No

Previous Company Documents tab – View / Download

Yes

Yes

No

Contract Docs tab – View / Download

Yes

Yes

No

Events browse screen

Yes

Yes

No

Event Profile screen

Yes

Yes

No

  Manage Events

Yes

No

No

  Subscribe to Event

Yes

Yes

No

  Mark Event as Complete

Yes

No

No

  Close Event Series

Yes

No

No

  View/Download Attached Docs

Yes

Yes

No

  Manage Attached Docs

Yes

No

No

  View Event Completion History

Yes

Yes

No

Messaging – View Threads

Yes

Yes

No

  Create (Email) Threads

Yes

Yes

No

  Reply / Delete (Email) Threads

Yes

Yes

No

  Manage Email Distribution Lists

Requires role with Email Distribution List permission

Requires role with Email Distribution List permission

No

Projects – View / Access Linked Projects

Yes

Yes

No

Additional Forms browse

Yes

Yes

No

  Capture Additional Form

Yes

Requires role with Additional Forms permission 

No

  Edit Additional Form

Yes

Requires role with Additional Forms permission 

No

  Copy Additional Form

Yes

Requires role with Additional Forms permission 

No

  View Additional Form History

Yes

Yes

No

Company History browse

Yes

Yes

No

Contracts

All Contracts browse screen

Yes

Yes

No

  Filter by Contract Status

Yes

Yes

No

  Search for Contract

Yes

Yes

No

  Export Contract List to Excel

Yes

Yes

No

Contract Profile screen

Yes

Yes

No

  Add Root or Incorporated Contract

Yes

No

No

  Edit Contract Profile

Yes

No

No

  Copy Contract

Yes

No

No

  Manage Contract Workflows

Yes

Yes

No

  Generate One-Click Report

Yes

Yes

Yes

  View and Run Contract Reports

Requires role with Reporting permission

Requires role with Reporting permission

No

  Print One-Click Report

Yes

Yes

Yes

  Complete Contract Flow Step

Yes

Yes

Yes

  Run Contract Flow on Profile

Requires role with Flow Admin permission

Requires role with Flow Admin permission

Requires role with Flow Admin permission

Contract Wizards (Admin Tools)

 

 

 

  [Contract] Creation

Requires role with Contract Admin permission

No

No

  Renew Contract

Requires role with Contract Admin permission

No

No

  Document Package

Requires role with Contract Admin permission

No

No

  Assign Contract

Requires role with Contract Admin permission

No

No

  eSignature Package

Requires role with Run eSignature Wizard permission in Contract Group

Requires role with Run eSignature Wizard permission in Contract Group

Requires role with Run eSignature Wizard permission in Contract Group

Contract Profile Links

 

 

 

Contract Family browse screen

Yes

Yes

No

  Filter by Contract Status

Yes

Yes

No

  Filter by Agreement Type

Yes

Yes

No

Documents browse screen

Yes

Yes

No

  Search for Document

Yes

Yes

No

  Multi-Print Documents

Yes

Yes

No

  Upload (Add) Document

Yes

Requires role with Upload Document permission in Contract Group

Requires role with Upload Document permission in Contract Group

Document Profile screen

Yes

Yes

No

  Edit Document Information

Yes

No

No

  Delete Document

Yes

No

No

  Download Document

Yes

Yes

No

  Upload Document Revision

Yes

Requires role with Upload Document permission in Contract Group

Requires role with Upload Document permission in Contract Group

  Compare Document Revisions

Yes

Yes

No

  Direct Editing of Document

Yes

No

No

  View/Download Doc Revisions

Yes

Yes

No

  Move Document

Yes

No

No

  Convert to Word / Convert to PDF

Yes

No

No

 

EventsSame as Company Events

MessagingSame as Company Messaging

TasksSame as Company Tasks

Document Packages browse screen

Yes

Yes

No

  Search Document Packages

Yes

Yes

No

  Manage Document Packages

Yes

Yes

No

  View Packages by Status (tabs)

Yes

Yes

No

Payments browse screen

Yes

Yes

No

  Add Payment Stream

Yes

No

No

  Edit Payment Stream Information

Yes

Yes

No

  Delete Payment Stream

Yes

Yes

No

  View Payment Forecasts

Yes

Yes

No

  Generate & Edit Payment Forecasts

Yes

No

No

People browse screen

Yes

Yes

No

Person Profile

Yes

Yes

No

  View Person History

Yes

Yes

No

Addresses browse screen

Yes

Yes

No

  Add New Company Location

Yes

No

No

  Add Existing Location to Contract

Yes

No

No

  Copy Address to Clipboard

Yes

No

No

  View Location History

Yes

No

No

Products browse screen

Yes

Yes

No

Product Profile screen

Yes

Yes

No

  Manage Products

Yes

No

No

  Manage Product Grid

Yes

No

No

Projects – View / Access Linked Projects

Yes

Yes

No

Additional Forms browse

Yes

Yes

No

  Capture Additional Form

Yes

Requires role with Additional Forms permission 

No

  Edit Additional Form

Yes

Requires role with Additional Forms permission 

No

  Copy Additional Form

Yes

Requires role with Additional Forms permission 

No

  View Additional Form History

Yes

Yes

No

Contract History browse

Yes

Yes

 

No

Reports

  Run One-Click Reports

Yes

Yes

No

  Run Report Wizard (Add/Edit Report)

Requires role with Reporting permission

Requires role with Reporting permission

No

  Manage, Copy, Share Reports

Requires role with Reporting permission

Requires role with Reporting permission

No

  Manage / Format Advanced Reports

Requires role with Advanced Reporting permission

Requires role with Advanced Reporting permission

No

  Schedule Reports

Requires role with Scheduled Reporting permission

Requires role with Scheduled Reporting permission

No

  Manage Analytics Reports

Requires role with Analytics permission

Requires role with Analytics permission

No

 

  • Was this article helpful?