Groups Reference Page

Introduction

Requirements Management (RM) comes with a number of groups provided 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 Requestor, Legal, 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 application functionality to entire roles.
  • Examples include AS RM Set Up Checklist and Acquisition Path and AS RM Requirement Document Viewers.
• Wrapper Groups
  • These groups are used to group several 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 RM Business Roles and AS RM Departments.

This page lists the default groups provided with RM, 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.

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

Wrapper Group	Business Group
AS RM Departments	IT
	Legal
	Policy
AS RM Business Roles	Requestor
	Requestor Manager
	Contracting Manager
	Contracting Officer
	Contract Specialist

Actions users can perform based on their group membership

This table lists all of the actions that are available in RM 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 RM Security Groups group.

Actions with Security Group	Security Group
Receive automatic process model alerts.	AS RM Designer Alerts Group
Manage Appian design objects.	AS RM Appian Administrators
View and create checklist on the Requirement Management Settings site.	AS RM Requirements Management Settings Site Access
View the Requirements Management site.	AS RM Requirements Management Site Access
View an internal user.	AS RM Internal User Viewer
Update an internal user.	AS RM Update Internal user PM Access
Create and update an external contact.	AS RM Create or Update External User PM Access
Create or update a requirement.	AS RM Create or Update Requirement PM Access
View a requirement.	AS RM Requirement Viewers
Review a requirement.	AS RM Review Requirement PM Access
Submit a requirement to contracting.	AS RM Submit Requirement PM Access
View a requirement document record.	AS RM Requirement Document Viewers
Add or update requirement line items.	AS RM Requirement Line Item PM Access
Upload a document to a requirement.	AS RM Upload Document PM Access
Add a comment to the requirement.	AS RM Write Comment PM Access
Assign contracting officers to requirements.	AS RM Assign Requirement PM Access
Select Acquisition Path.	AS RM Set Up Acquisition Path PM Access
Select Checklist and Acquisition Path.	AS RM Set Up Checklist and Acquisition Path PM Access
Add document template and auto-populate document.	AS RM Create Word Doc from Template PM Access
View Activity Address Code Record.	AS RM Activity Address Code Record Access

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