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 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 enables 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 must be able to select business groups in application pickers.
Security group	Private	End users must never see security groups in application pickers.
Wrapper group	Private	End users must 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	Business Groups with Access
Receive automatic process model alerts.	AS RM Designer Alerts Group	NA
Manage Appian design objects.	AS RM Appian Administrators	NA
View and create checklist on the Requirements Management Settings site.	AS RM Requirements Management Settings Site Access	NA
View the Requirements Management site.	AS RM Requirements Management Site Access	NA
View an internal user.	AS RM Internal User Viewer	All Business Users
Update an internal user.	AS RM Update Internal user PM Access	All Business Users
Create and update an external contact.	AS RM Create or Update External User PM Access	All Business Users
Create or update a requirement.	AS RM Create or Update Requirement PM Access	Requestor Requestor Manager Contracting Manager Contracting Officer Contract Specialist
View a requirement.	AS RM Requirement Viewers	All Business Users
Review a requirement.	AS RM Review Requirement PM Access	Requestor Requestor Manager Contracting Manager Contracting Officer Contract Specialist
Submit a requirement to contracting.	AS RM Submit Requirement PM Access	Requestor Requestor Manager
View a requirement document record.	AS RM Requirement Document Viewers	Requestor Requestor Manager Contracting Manager Contracting Officer Contract Specialist
Add or update requirement line items.	AS RM Requirement Line Item PM Access	Requestor Requestor Manager Contracting Manager Contracting Officer Contract Specialist
Upload a document to a requirement.	AS RM Upload Document PM Access	Requestor Requestor Manager Contracting Manager Contracting Officer Contract Specialist
Assign contracting officers to requirements.	AS RM Assign Requirement PM Access	Contracting Manager
Select an acquisition path.	AS RM Set Up Acquisition Path PM Access	Contracting Officer Contract Specialist
Select a checklist and an acquisition path.	AS RM Set Up Checklist and Acquisition Path PM Access	Contracting Officer Contract Specialist
Add document template and auto-populate document.	AS RM Create Word Doc from Template PM Access	All Business Users
View Activity Address Code record.	AS RM Activity Address Code Record Access	All Business Users
Send messages to other users.	AS RM MSG Users	All Business Users
Search opportunities in ProcureSight.	AS RM All Business Users	All Business Users
Create templates and documents using AI Document Builder.	AS RM All Business Users	All Business Users

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