| 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. |
IntroductionCopy link to clipboard
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 assignmentsCopy link to clipboard
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… |
|---|---|
|
CRM Service Viewers |
|
CJF Viewers |
|
Gen QST All Users |
|
GDM Viewers |
|
Customer Service Viewers |
|
BREM Viewer |
|
BFM All Users |
|
Field Service Management Viewers |
|
CF All Users |
|
Scheduling Viewers |
|
Audit All Users |
Assigning users to groupsCopy link to clipboard
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 |