Groups Reference Page

Introduction

Award Management (AM) provides a number of groups by default. By adding users to these groups, you can grant access to separate parts of the application.

There are three categories that the default groups belong to:

• Business Groups
  • These groups represent the different business roles that will interact with the application.
  • Examples include Contract Officer, Legal, and Contract Officer Representative (COR).
• Security Groups
  • These groups are set as the security for certain Appian objects. Different business groups are members of security groups to grant access to application functionality to entire roles.
  • Examples include AS AM Import Award PM Access and AS AM Award Document Viewers.
• Wrapper Groups
  • These groups are used to group a number of groups of the same category. For instance, a list of business groups may be added to a certain wrapper group. This allows for querying for all groups of a certain category in different parts of the application.
  • Examples include AS AM Business Roles and AS AM Departments.

This page lists the default groups provided with AM, what business groups belong to which wrapper and security groups, and what actions members of the security groups can perform.

Group visibility

For the correct groups to show up in application pickers, each type of group has the following visibility settings:

Group Type	Visibility	Reason
Business group	Public	End users should be able to select business groups in application pickers.
Security group	Private	End users should never see security groups in application pickers.
Wrapper group	Private	End users should never see wrapper groups in application pickers.

Wrapper group membership

This table lists all of the default business groups and the wrapper group that they belong to.

These business groups are members of the AS AM All Business Users group type.

Wrapper Group	Business Group
AS AM Departments	IT
	Legal
	Policy
AS AM Business Roles	Contracting Officer
	Contract Specialist
	Contracting Manager
	Contracting Officer Representative
	Program Managers
	Document Reviewer
AS AM Viewers	Program Managers
	AS AM Departments

Actions users can perform based on their group membership

This table lists all of the actions that are available in AM and the security groups that control access to each action. It also lists the business groups that are members of each security group.

For security groups where no business group is listed, Appian recommends that you grant membership to individual users.

These security groups are members of the AS AM Security Groups group.

Actions with Security Group	Security Group	Business Groups with Access
Receive automatic process model alerts.	AS AM Designer Alerts Group	NA
Manage Appian design objects for award solution.	AS GAM Appian Administrators
Manage Appian design objects for task management.	AS TMG Appian Administrators
View and create checklist on the AM Settings site.	AS AM Award Management Settings Site Access
View the Award Management site.	AS AM Award Management Site Access	All Business Users
View an award.	AS AM Award Record Access
Create or update award line items.	AS AM Add or Update Line Item PM Access
Upload a document to an award.	AS AM Upload Document PM Access
Move a document to a different contract file folder.	AS AM Move Document PM Access
View an award document.	AS AM Award Document Viewers
Manually sync award information with USASpend.	AS AM Sync Ward from USA Spend PM Access
Create a document from a template.	AS AM Create Word Doc from Template PM Access
Create an alert checklist item.	AS AM Create Alert Task PM Access
Create or update award alerts.	AS AM Add or Update Award Alerts PM Access
Create or update award line item alerts.	AS AM Add or Update Line Item Alerts PM Access
View the Research tab on the Award Management Site.	AS AM Research Tab Access	Contracting Contracting Manager
Create or update a vendor.	AS AM Add or Update Vendor PM Access
Create or update an award.	AS AM Create or Update Award PM Access	Contracting Officer Contract Specialist Contracting Manager
Import an award.	AS AM Import Award PM Access
Import award line items.	AS AM Import Award Line Items PM Access
Submit a document for review.	AS AM Submit Document for Review PM Access
Add viewers to an award.	AS AM Update Viewers PM Access
Submit a research request.	AS AM Initiate Research Execution PM Access

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