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Conga Product Documentation

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Advantage Platform Administration

Conga Advantage Platform for Administrators

Application Manager

The Application Manager module allows you to create, manage, and customize applications. You can rearrange apps as icons in the global navigation and control their accessibility based on permission groups.

This module has two main sections:

  • Apps: You can create an individual app and associate it with an App Group later. These apps are called related apps. You can also add, remove, or rearrange pages within the app. For example, you can create a CLM app and add pages like My Contracts, Recently Viewed, and Contract Intelligence. Once ready, you can link the CLM app to the Contracts App Group.


  • App Groups: Displays a list of app groups within the system. You can create app groups like Revenue Apps, Admin Apps, or CX Studio. You can also rearrange the apps associated with these groups in the global navigation.


For example, you can create a Contract Apps as an App Group and then add related apps like CLM, CLM Admin, Contracts, Account, and Clause Library. When creating an app, you will be asked to select a group to associate it with. These associated apps are called Related Apps. The Contract App will appear as the main app group, and CLM, CLM Admin, Contract, Account, and Clause Library will appear in the global navigation when you access the Contract Apps.



This section explains how to create an app, create an app group, remove an app from a group, and rearrange associated apps. The steps provided use the example scenario above for better understanding.

To create an app group

  1. Log in to the Conga Advantage Platform as an admin user.
  2. Click the App Launcher () icon from the top-left corner, then go to Admin Console and click Application Manager.
  3. Click the New dropdown menu in the top right corner and select App Group option. The New App Group window appears.
  4. Enter or select values for the following:

    Field

    Description

    Name

    Enter a name for the App Group such as Contract Apps.

    Permission Group

    Select permission group(s) from the list. Permission groups determine a given user's access to applications, objects, records, and permissions to perform actions on the Conga Advantage Platform. For more information on permission groups, see Creating Permission Groups.

    Home URL

    Enter the application home URL.

    Format:/<path after the domain name>

    Sample:/cx-studio

  5. Click Save.
    The success message appears.
The newly created app group is now listed under the App Groups tab.

You can now create a new app and associate it with the app group.

Note:

If the Home URL is left blank, the system will automatically add the newly created app group under "Apps" in the App Launcher once the app is associated with the group.

To create an app

  1. Log in to the Conga Advantage Platform as an admin user.
  2. Click the App Launcher () icon from the top-left corner, then go to Admin Console and click Application Manager.
  3. Click the New dropdown menu in the top right corner and select App option. The New App window appears.
  4. Enter or select values for the following:

    Field

    Description

    Name

    Enter a name for the App such as CLM, CPQ, etc.

    Icon

    Enter the icon name. The application currently supports the Font Awesome icon library.

    Format: fa-<icon name>

    For example: fa-gear

    URL

    Enter the URL of the app where you want to redirect the user.

    For example: /clm

    Group

    Search for and select the App Group you want to link the app to, such as "Contract Apps".

    Permission Group

    Select permission group(s) from the list. Permission groups determine a given user's access to applications, objects, records, and permissions to perform actions on the Conga Advantage Platform. For more information on permission groups, see Creating Permission Groups.

    Note:

    When a user tries to access the app, App Group level permissions take priority. If these permissions are not defined, the system will use App level permissions instead. If neither App Group level permissions nor App level permissions are set, only platform admin users will see the app icon in the global navigation.

    Is In Menu

    Turn on this toggle to display the app icon in the global navigation.

  5. Click Save. The success message appears.

The new app is now listed under the Apps tab and is also linked to the App Group as a relative app.

To create a page

  1. Log in to the Conga Advantage Platform as an admin user.
  2. Click the App Launcher () icon from the top-left corner, then go to Admin Console and click Application Manager.
  3. Search for the desired apps under which you want to add a page (e.g., "CLM"), and select it. The Details page appears.
  4. Go to the Pages tab.
  5. Click the New Page. The New Page/Menu window appears.
  6. Enter or select values for the following:

    Field

    Description

    Name

    Enter a name for the page such as My Contracts, Recently Viewed, and Contract Intelligence, etc.

    URL

    Enter the path to which the page will redirect.

    Format: /<base page URL>/<page URL>

    Permission Group

    Select permission group(s) from the list. Permission groups determine a given user's access to applications, objects, records, and permissions to perform actions on the Conga Advantage Platform. For more information on permission groups, see Creating Permission Groups.

    Note:

    App Group permissions take priority over other permissions. If App Group permissions are not set, the system defaults to App-level permissions. If both App Group and App-level permissions are missing, the system will use page-level permissions. If no permissions are defined, only platform admin users will be able to access the page from global navigation.

    Parent Menu

    Select a parent page if you want to add a child page. By default, no parent page is set.

    Base Page URL

    Enter the base page URL of the app under which you want to add a page.

    Format: /<base page URL>/<page URL>

    For example: /clm

  7. Click Save. The success message appears.

The new page will now appear under the Pages tab for the app. You can rearrange or remove it from this tab as needed.

To rearrange app icons in global navigation

  1. Log in to the Conga Advantage Platform as an admin user.
  2. Click the App Launcher () icon from the top-left corner, then go to Admin Console and click Application Manager.
  3. Go to the App Groups tab, search for the desired group (e.g., "Contract Apps"), and select it. The App Group details page appears.
  4. Go to the Related Apps tab. It lists all the apps linked to the selected App Group such as CLM, CLM Admin, Accounts, etc.
  5. Click and hold the Grab Handle icon next to the app Id, then drag and drop it to rearrange the app's position above or below other apps.


Administrator Guide
Conga Advantage Platform Administration

June 2, 2025