Groups Reference Page

Introduction

Appian Contract Lifecycle Management (CLM) comes with a number of groups provided by default. By adding users to these groups, you can grant access to separate parts of the solution.

User groups and security

Security in Contract Lifecycle Management is defined by the following role groups:

Group name	Description
Contract Viewer	Users added to the Contract Viewer group have access to Workspace to view and comment on contracts, tasks, and reviews.
Task and Review Assignee	Users added to the Task and Review Assignee group have access to Workspace to complete, edit, or reassign tasks and complete reviews assigned to them or their group.
Contract Worker	Users added to the Contract Worker group have access to Workspace to view and edit contracts but do not have access to submit for review or manage third party records.
Contract Approver	Users added to the Contract Approver group have access to Workspace to view contracts, submit for review, and manage third party records.
Contract Owner	Users added to the Contract Owner group have access to Workspace to view and manage contract and third party records. They do not have access to create or cancel contracts.
Contract Initiator	Users added to the CLM Initiator group have access to Workspace to create, view, and complete actions on contract and third party records in the CLM solution.
Contract Initiator Manager	Users added to the CLM Initiator Manager group have all the access of Contract Initiator, plus access to cancel a contract record that is not yet fully executed.
Privileged Business User	Users added to the Privileged Business User group have all the access of Contract Initiator Manager, plus access to the Control Panel site to configure contract types, intake forms, workflows, reusable tasks, review processes, alerts, templates, and clause library.

Business groups

The CLM solution also comes with the following Business Groups, which are used for task, review, and contract assignment:

• CLM Finance
• CLM Information Technology
• CLM Legal
• CLM Marketing
• CLM Risk Management
• CLM Sales

These groups may be renamed and additional groups can be added to the CLM Business Groups group as needed.

Adding users

To add users to a group, complete the following steps:

1. From Appian Designer, locate and click the group you want to add users to.
2. Click ADD MEMBERS.
3. Use the Groups to Add or Users to Add fields to search for and add groups and users to the group.
4. When finished, click ADD.

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