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Conga Support

End User Profile Security Configuration

  1. In Setup, use the Quick Find and type Profiles.
  2. Select the profile that applies to "End Users".

    The screen shots were taken using the standard Profile Editor. If you use the Enhanced Profile Editor, ensure that the settings match the screen shots below. You can enable and disable the Enhanced Profile Editor from Setup > Customize > User Interface > Check/Un-Check Enable Enhanced Profile User Interface. If you are unsure how to match up these settings with the Enhanced Editor, temporarily disable it while configuring Conga Orchestrate.

  3. Select Edit. Make sure that your settings match the ones below.
    • Select the Conga Orchestrate Visible checkbox in the Custom App Settings section
      clipboard_e05f4bc70b01293af992a014a55d57d8b.png
    • Select Default On from the Custom Reports drop-down list box.
    • Select Default Off from the Default Teams drop-down list box.
    • Select Default On from the Definition Initiators drop-down list box.
    • Select Default On from the Definitions drop-down list box.
    • Select Default Off from the Process Team Members drop-down list box.
    • Select Tab Hidden from the Conga Orchestrate Setup drop-down list box.
    • Select Default Off from the Virtual Steps drop-down list box.
    • Select Default On from the Conga Orchestrate Help drop-down list box.
    • Select Default Off from the Process Groups drop-down list box.
    • Select Default On from the Process Tasks drop-down list box. If you are not utilizing Process Tasks, set this to Default Off.
    • Select Default Off from the Recurring Business Processes drop-down list box.
    • Select the Read, Create, Edit and Delete checkboxes for:
      • Business Processes.
      • Default Team Members.
      • Step Reassignments.
      • Team Members.
      • Virtual Steps.
      • Process Archive.
      • Process Groups.
      • Process Tasks.
      • Delayed Steps.
      • Recurring Business Processes.
    • Select the Read checkboxes for:
      • Callout Error Queues.
      • Custom Reports.
      • Definitions.
      • Definition Criteria.
      • Definition Initiators.
      • Definition Initiators Criteria.
      • Process Team Members.
      • Stages.
      • Steps.
      • Step Assignments.
      • Step Creation Conditions.
      • Step Field Updates.
  4. Select Save.
  5. Navigate to the Selected Record Type section.
  6. Select Edit next to Business Processes and remove the Sample Process Record Type from the Selected Record Types list.
    remove-bp-record-type-profile.jpg
  7. Select Save.
  8. Navigate to the Enabled Visualforce Page Access section and select Edit.
    edit-enabled-vf-page-access.jpg
  9. Enable Visualforce Page Access to all the pages that begin with "FSTR".
  10. Select Save.