Introduction

Connected Servicing comes with a number of groups provided by default. By adding users to these groups, you can grant access to separate parts of the solution.

There are three categories that the default groups belong to:

• Business Groups
  • These groups represent the different business roles that will interact with the solution.
  • Examples include Client Servicing and Legal.
  • Customers is a special type of business group. In order to ensure customers can only see their data and no other customer data, a user may only be added to one customer group at a time.
• 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 solution functionality to entire roles.
  • Examples include AS SRQ Create Service Request and AS SRQ Upload Document.
• Wrapper Groups
  • These groups are used to group together 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 FS Internal Users and AS FS Managers.

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

To update group membership from the Connected FS Settings site, see Managing Group Membership. To modify groups and add users from Appian Designer, see Modifying groups.

Group visibility

In order 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.

Department head groups are also members of the associated Connected Servicing Internal Users groups. For example, Client Servicing Department Heads is also a member of Client Servicing.

The business groups are all members of the AS FS All Business Users group type.

Wrapper Group	Business Group
AS FS External Users	Customer
AS FS Internal Users	Back Office
	Client Servicing
	Compliance
	Credit
	Finance
	Front Office
	KYC
	Legal
	Middle Office
	Risk
	Sales
	Tax
	All department head groups (subgroups of these groups)
AS FS Managers	Back Office Department Heads
	Client Servicing Department Heads
	Compliance Department Heads
	Credit Department Heads
	Finance Department Heads
	Front Office Department Heads
	KYC Department Heads
	Legal Department Heads
	Middle Office Department Heads
	Risk Department Heads
	Sales Department Heads
	Tax Department Heads

Actions users can perform based on their group membership

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

For security groups where no business group is listed, it is preferable to grant membership to individual users.

The security groups are all members of the AS SRQ Security Groups group.

Actions that Members Can Perform	Security Group	Member Business Groups
Receive automatic process model alerts.	AS FS Designer Alerts Group
Manage Appian design objects.	AS FS Appian Administrators
View the Connected FS Settings site and update onboarding processes from this site.	AS SRQ Manage Onboarding Processes
View the Connected FS Settings site and update group membership.	AS FS GM Manage Group Membership
Assign owners to onboardings.	AS SRQ Assign Owner	Client Servicing Client Servicing Department Heads (subgroup)
Cancel an Service Request.	AS SRQ Cancel Service Request
Completing an Service Request.	AS SRQ Complete Service Request
Create custom tasks for an Service Request.	AS TMG Create Ad Hoc Task
Send out queued tasks.	AS TMG Initiate Tasks
Reopen tasks that have been completed, marked not needed, or canceled.	AS TMG Reopen Tasks
Update onboarding information from the onboarding record.	AS TMG Update Onboarding Access
Update individual task due dates.	AS TMG Update Task Due Date Access
Update funding information for an onboarding.	AS IO Update Funding Details Access
Create onboardings.	AS IO Create Onboarding Access	Client Servicing Client Servicing Department Heads (subgroup) Sales Sales Department Heads (subgroup)
Create new customer records.	AS FS Create Customer	AS FS Internal Users
View customer records.	AS FS Customer Viewers
Attach documents to Service Requests.	AS SRQ Upload Document
View the Home page for users who aren't department heads.	AS SRQ Home Page Viewers
View the Service Request records.	AS SRQ Service Request Viewers
Receive tasks.	AS TMG Task Recipients
Update customer details from the customer record.	AS FS Update Customer
Post to an onboarding discussion.</a>	AS SRQ RC Create Comment
Update contact information for a customer.	AS FS Create Update Contact