View this page in the latest version of Appian. Roles and Permissions Share Share via LinkedIn Reddit Email Copy Link Print On This Page This content applies solely to Requirements 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 Requirements Management (RM) 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 RM permissions into permission sets, which are functional groupings of related capabilities assigned to roles. All group membership changes must be made through UAM. RoleRole titleDescription ReqRequestorCreates and manages requirements from intake through handoff to contracting. Requestors create and copy requirements, manage line items and documents, create forecasts, initiate requirements from a forecast, and submit requirements for review and to contracting. RMRequestor ManagerSupervises requestors and holds every permission set a requestor holds, plus oversight actions. Requestor managers reassign requirements to a different requestor, review requirements, submit requirements to contracting, and view AI Copilot analytics. COContracting OfficerHandles contracting actions on the requirements a contracting manager assigns to them. Contracting officers select the acquisition path and checklist, update requirements, manage line items and their due dates, maintain the contract file, and manage forecasts. CSContract SpecialistSupports the contracting workflow alongside a contracting officer on assigned requirements. Contract specialists hold the same permission sets as contracting officers, except forecast creation, cancellation, and management. CMContracting ManagerAssigns and reassigns contracting officers and contract specialists to requirements, and oversees contracting work across the team. Contracting managers also administer AI Copilot and manage forecasts. ConContractingA parent group containing the Contracting Officer and Contract Specialist groups. Membership is inherited rather than assigned directly, and the permission sets listed for Contracting are the ones both contracting roles hold in common. CPContracting PersonnelA parent group containing the Contracting Officer, Contract Specialist, and Contracting Manager groups. Membership is inherited rather than assigned directly, and the permission sets listed for Contracting Personnel are the ones all three contracting roles hold in common. GAM ReqAS GAM RequestorA parent group containing the Requestor and Requestor Manager groups, shared across the Government Acquisition Management suite. Membership is inherited rather than assigned directly. RM DeptsAS RM DepartmentsA wrapper group containing the IT, Policy, and Legal department groups. Membership is inherited rather than assigned directly, and the wrapper group carries only requirement view access. ITITThe IT department group. IT members complete assigned tasks, view requirements and their documents, create documents with AI Document Builder, and use forecasts, reports, messaging, and ProcureSight research. IT members do not create or update requirements. IT, Policy, and Legal hold an identical set of permission sets. PolicyPolicyThe Policy department group. Policy members complete assigned tasks, view requirements and their documents, create documents with AI Document Builder, and use forecasts, reports, messaging, and ProcureSight research. Policy members do not create or update requirements. IT, Policy, and Legal hold an identical set of permission sets. LegalLegalThe Legal department group. Legal members complete assigned tasks, view requirements and their documents, create documents with AI Document Builder, and use forecasts, reports, messaging, and ProcureSight research. Legal members do not create or update requirements. IT, Policy, and Legal hold an identical set of permission sets. AdminAdminConfigures the solution from the Requirements Management Settings site, including categories, the task library, checklists, checklist recommendations, review processes, and questionnaires. Admins also administer AI Copilot, manage locations in the directory, and maintain the contract file. 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 LegendMeaning ✓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. Filter by role: Req RM CO CS CM Con CP GAM Req RM Depts IT Policy Legal Admin Permission Set Req RM CO CS CM Con CP GAM Req RM Depts IT Policy Legal Admin AI Copilot - Administer ✓ ✓ AI Copilot - View Analytics ✓ ✓ ✓ ✓ ✓ AI Document Builder - Create Documents ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ Directory - Manage Contacts ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ Directory - Manage Locations ✓ Directory - View Locations ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ Forecast - Bulk Export ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ Forecast - Cancel Forecast ✓ ✓ ✓ ✓ ✓ Forecast - Create Forecast ✓ ✓ ✓ Forecast - Initiate Requirement ✓ ✓ Forecast - Manage Forecasts ✓ ✓ ✓ ✓ ✓ Forecast - View Forecasts ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ Messages - Draft and Send Messages ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ProcureSight - Search and Collections ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ Reports - View Reports ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ Requirement - Add Checklist ✓ ✓ ✓ ✓ ✓ Requirement - Assign and Reassign CO/CS ✓ Requirement - Complete Tasks ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ Requirement - Copy Requirement ✓ ✓ Requirement - Create Requirement ✓ ✓ Requirement - Edit Line Item Due Dates ✓ ✓ ✓ Requirement - Manage Contract File ✓ ✓ ✓ ✓ Requirement - Manage Documents ✓ ✓ Requirement - Manage Line Items ✓ ✓ ✓ ✓ ✓ Requirement - Mark Inactive ✓ ✓ ✓ ✓ ✓ Requirement - Reassign Requestor ✓ Requirement - Review Requirement ✓ ✓ ✓ ✓ ✓ Requirement - Submit for Review ✓ ✓ Requirement - Submit to Contracting ✓ ✓ Requirement - Update Requirement ✓ ✓ ✓ ✓ ✓ Requirement - View Documents ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ Requirement - View Requirement ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ RM Settings - Solution Configuration ✓ Feedback Was this page helpful? 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