Setting up Groups and Users Share Share via LinkedIn Reddit Email Copy Link Print On This Page This content applies solely to Connected Claims, 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. Introduction Managing staffing changes can be a major pain point for many organizations. New team members, or team members with new responsibilities, need access to the tools needed to do their jobs. To ensure security, departing team members need to have their access revoked in a timely manner. To modify groups and add users from Appian Designer, see the Group Management page. Group assignments Below is a table that outlines the direct groups that you must add for each target group. This information is crucial for ensuring the correct access and visibility across various areas of Connected Claims. Add these groups… To this target group… GDM ViewersGen QST All UsersCJF ViewersBREM ViewerCustomer Service ViewersICM All ViewersField Service Management ViewersScheduling Viewers CRM Service Viewers ICM All Viewers CJF Viewers ICM All Viewers Gen QST All Users ICM All ViewersGen QST All UsersCustomer Service Viewers GDM Viewers Insurance Customer Service Viewers Customer Service Viewers ICM All Viewers BREM Viewer ICM All Viewers BFM All Users ICM All Viewers Field Service Management Viewers ICM All Viewers CF All Users ICM All ViewersField Service Management Viewers Scheduling Viewers ICM All Viewers Audit All Users Assigning users to groups To grant users full access to Connected Claims features, they must be assigned to the appropriate Appian groups that correspond to their intended roles. The following setup applies to internal roles. Role Type Appian User Group Administrators EUR Admins Group (for reporting) Back-office team managing scheduling and other areas for field agents IFSA Viewers FNOL Team FNoL Agents Claim Adjusters Supervisors ICM Claim Adjuster Supervisor Claim Adjusters High Complex Claim adjusters Claim Adjusters Medium Complex Claim adjusters Claim Adjusters Low Complex Claim adjusters Customer Service Team Insurance Customer Service Viewers Feedback Team CF All Users Field Agents (for inspection module for mobile app) Field Service Viewers Fraud & Alert Team Alert Investigators SIU Case Investigators SIU Case Users SIU Case Reviewers SIU Case Reviewers SIU Case Managers SIU Case Managers SIU Legal Team SIU Case Legal Managers Loss Reserves Supervisors ICM Loss Reserve Supervisor Expense Reserves Supervisors ICM Expense Reserve Supervisor Single Payments Approvals Supervisors ICM Single Or Multiple Payment Supervisor Scheduled Payments Approvals Supervisors ICM Scheduled Payment Supervisor Recovery Team Recovery Agents Litigation Team Litigation Agents Feedback Was this page helpful? SHARE FEEDBACK Loading...
