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Conga Support

User Management Settings (Legacy Document)

The Manage Licenses tool found in Salesforce setup is obsolete as the process no longer works consistently. We recommend that all customers switch to the License Management App (LMA) which may require opening a case with Support. View this article for more information.

The information below is provided for Legacy customers.

Conga strongly recommends that user management be performed with the "Manage Licenses" tool in Salesforce setup (Setup > Installed Packages > Manage Licenses).

The Salesforce Manage Licenses tool standardizes how user licenses are managed with other AppExchange products and gives greater flexibility for large organizations.

To use this feature, please contact your Conga Business Analyst or Contact Support.

Alternatively, customers with Salesforce instances of 100 or fewer users (of any type) may manage user licenses with the older User Management tool. Larger organizations (more than 100 users) must use the Salesforce Manage Licenses tool.

The User Management tab facilitates the following user license activities:

  • Determine whether User Management is enabled for your account.
  • View the number of licenses your organization has purchased and how many of those licenses are assigned.
  • Sort or search the list of users by Name, Role or Profile.
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