Groups Reference Page

Introduction

Appian Contract Writing 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 Contract Officer and Contracting Manager.
• 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 GCW Create or Update Solicitation PM Access and AS GCW Line Item Record Access.
• 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 GCW Business Roles and AS GCW Departments.

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

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 Contract Writing Internal Users groups.

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

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

Actions users can perform based on their group membership

This table lists all of the actions that are available in 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.

Actions with Security Group	Security Group	Business Groups with Access
Receive automatic process model alerts.	AS GCW Designer Alerts Group	NA
Manage Appian design objects for solution.	AS GAM Appian Administrators
Manage Appian design objects for task management.	AS GCW TMG Appian Administrators
View and create a checklist on the GCW Settings site.	AS GCW TMG Task Management Access
View the Contract Writing site.	AS GCW Contract Writing Site Access	All Business Users
View an award.	AS GCW Award Record Access, Recipient Group
View a solicitation.	AS GCW Solicitation Record Access
Upload a document to an award.	AS GCW Upload Document PM Access, Recipient Group
Move a document to a different contract file folder.	AS GCW Move Document PM Access
View a solicitation or award document.	AS GCW Document Viewers
Create a document from a template.	AS GCW Create Word Doc from Template PM Access
Add Checklist	AS GCW Add Checklist Setup PM Access
Create an alert checklist item.	AS GCW Create Alert Task PM Access
Create or update award alerts.	AS GCW Add or Update Award Alerts PM Access
Create or update award line item alerts.	AS GCW Add or Update Line Item Alerts PM Access
Submit a document for review.	AS GCW Submit Document for Review PM Access
Create an Ad Hoc Task	AS GCW TMG Create Ad Hoc Tasks Access
Cancel a Task	AS GCW TMG Cancel Tasks PM Access
Create or update a vendor.	AS GCW Add or Update Vendor PM Access	Contracting Officer Contract Specialist Contracting Manager
Create or update a solicitation.	AS GCW Create or Update Solicitation PM Access
Release Solicitation	AS GCW Release Solicitation PM Access
Create Amendment	AS GCW Create Amendment PM Access
Release Amendment	AS GCW Release Amendment PM Access
Create or update an award.	AS GCW Create or Update Award PM Access
Release Award	AS GCW Release Award PM Access
Close An Award	AS GCW Close Award PM Access
Create Modification	AS GCW Create Modification PM Access
Release A Modification	AS GCW Release Modification PM Access
Import an award.	AS GCW Import Award PM Access
Add viewers to an award.	AS GCW Update Viewers PM Access
Create Or Update Contract Text	AS GCW Create or Update Contract Text PM Access
Create or Update A Line Item	AS GCW Create or Update Line Item PM Access
Add Or Update Line Item Delivery Information	AS GCW Add Or Update Delivery PM Access, Recipient Group
Add or Update Line Item Inspection and Acceptance Information	AS GCW Add Or Update Inspection And Acceptance PM Access, Recipient Group
Create or Edit Program Information	AS GCW Create or Edit Program PM Access
Associate A Program To An Award	AS GCW Associate Award to Program PM Access
Create or Update A Clause Set	Must have GCA application
Validate A Clause Set	Must have GCA application
Create or Update Funding Sources	AS GCW Create or Update Award Funding PM Access
Obligate Funds To Line Items	AS GCW Write Funding Information From Line Items PM Access

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