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Conga Support

Configuring custom roles and permissions

Use Roles & Permissions to control what each user can see and do within your Conga Collaborate organization.

Follow these steps to create custom Roles & Permissions:

  1. From your user dropdown, select Administration.
  2. Click Roles & Permissions.
  3. Select Create New Role.
  4. Enter a descriptive name in the Role Name field.
  5. Click Add User and select any and all users you wish to assign to this role.
  6. Click the Permissions tab and choose the permissions appropriate for the role you’ve created. Filter to specific collections of permissions using the categories in the left-hand panel, or use the search field to find the permissions you want. You also can also start with a default permissions set by selecting a default set in the dropdown menu.
  7. Click Save.

When setting permissions, an empty checkbox next to a specific permission or a set of permissions indicates NONE of the individual qualifiers are selected.  A “-” means at least one qualifier is selected, and a checkmark means ALL qualifiers are selected.

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