Roles and Permissions

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This content applies solely to Award Management, which must be purchased separately from the Appian base platform. This content was written for Appian 26.6 and may not reflect the interfaces or functionality of other Appian versions.

Permission sets by role

The permission sets in Award Management (AM) define the actions each role performs within the application. Each permission set groups related capabilities for a specific feature area. Each role carries its own responsibilities and level of access. The following table lists every role, the short label that identifies it in the permissions matrix, and the work that role performs.

Note: User access is managed through User Access Management (UAM). UAM organizes AM permissions into permission sets, which are functional groupings of related capabilities assigned to roles. All group membership changes must be made through UAM.

Role	Role title	Description
CO/PO	Contracting Officer / Procurement Officer	Handles contracting actions on assigned solicitations and awards. Contracting Officers create and manage solicitations and awards, add and manage line items, import line items, and maintain the contract file. Reassigning awards is not available to this role.
CS/PS	Contract Specialist / Procurement Specialist	Supports the contracting workflow alongside a contracting or procurement officer. Contract Specialists hold the same solicitation and award management permission sets as the CO/PO role.
CM	Contracting Manager	Oversees contracting work across the team and reassigns awards. Contracting Managers hold solicitation and award management permissions and reassign awards to other team members.
PM	Program Manager	Provides program oversight. Program Managers view solicitations, awards, line items, checklists, and metrics, and manage documents in the solicitation and award Documents view.
COR/PR	Contract Officer's Representative / Procurement Representative	Monitors contractor performance on awards. Contract Officer's Representatives view requirements, solicitations, awards, line items, and documents, manage documents, and update award viewers.
FR	Finance Representative	Handles financial aspects of awards. Finance Representatives view awards.
IT/Policy/Legal	IT / Policy / Legal	Department support roles. IT, Policy, and Legal members view requirements, solicitations, awards, line items, checklists, metrics, and documents, and manage documents in the Documents view.
Admin	Admin	Configures the Award Management solution. Admins access the Award Management Settings site to configure the solution.

How to use this page

This page answers two questions: what a given role can reach, and which roles can reach a given feature. Start from the roles table to identify the role, then use the filters to narrow the matrix to the roles and the part of the application under review.

Use the search box to narrow the list to a specific permission set, and the role filter to choose which roles to display.

Access levels

Legend	Meaning
✓	With access. The role holds this permission set.
	No access. The role does not hold this permission set.

Each row of the matrix lists one permission set and the roles that hold it.

Permission Set	CO/PO	CS/PS	CM	PM	COR/PR	FR	IT/Policy/Legal	Admin
Requirement - View Requirement	✓	✓	✓		✓		✓
Solicitation - View Solicitations	✓	✓	✓	✓	✓		✓
Solicitation - View Solicitation History	✓	✓	✓	✓	✓		✓
Solicitation - Create Solicitation	✓	✓	✓
Solicitation - Manage Solicitation	✓	✓	✓
Solicitation - Add and Manage Line Items	✓	✓	✓	✓	✓		✓
Solicitation - Import Line Items	✓	✓	✓
Solicitation - View Checklist and Checklist History	✓	✓	✓	✓	✓		✓
Solicitation and Award - View Documents				✓	✓		✓
Solicitation and Award - Manage Documents				✓	✓		✓
Solicitation and Award - View Contract File	✓	✓	✓
Solicitation - Manage Contract File	✓	✓	✓
Award - Manage Contract File	✓	✓	✓
Award - View Award Metrics	✓	✓	✓	✓	✓		✓
Award - View Awards	✓	✓	✓	✓	✓	✓	✓
Award - Create and Import Award	✓	✓	✓
Award - Manage Award	✓	✓	✓
Award - Reassign			✓
Award - Update Viewers	✓	✓	✓		✓
Award - Request Requirement	✓	✓	✓	✓	✓
Invoice - View Invoices	✓	✓	✓	✓	✓	✓	✓
Invoice - Create Invoice	✓	✓	✓			✓
Invoice - Manage Invoices	✓	✓	✓			✓
Invoice - Manage Line Items	✓	✓	✓	✓	✓	✓	✓
Checklist - View Checklist Items	✓	✓	✓	✓	✓	✓	✓
Checklist - Add Checklist	✓	✓	✓
Checklist - Add Checklist Item	✓	✓	✓	✓	✓		✓
Checklist - Manage Checklist Items	✓	✓	✓	✓	✓	✓	✓
Checklist - View Checklist Item Metrics			✓
Programs - View Programs	✓	✓	✓	✓	✓		✓
Programs - Create Program	✓	✓	✓
Programs - Manage Programs	✓	✓	✓
Reports - View Reports	✓	✓	✓	✓	✓		✓
Vendors - View Vendors	✓	✓	✓	✓	✓		✓
Vendors - Create Vendor	✓	✓	✓
Vendors - Manage Vendors	✓	✓	✓
Research - View Vendor Research Requests	✓	✓	✓
Research - Submit Vendor Research Request	✓	✓	✓
Settings - Configure Award Management								✓

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