This content applies solely to Requirements Management, which must be purchased separately from the Appian base platform. This content was written for Appian 24.2 and may not reflect the interfaces or functionality of other Appian versions. |
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:
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.
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. |
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 |
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 |
Groups Reference Page