Groups Reference Page

User access management in Contract Writing

Contract Writing (CW) integrates with User Access Management (UAM) to provide centralized role and permission management. UAM implements a three-tier access model that organizes CW groups into the following categories:

• Roles: Represent the business personas that interact with Contract Writing. CW groups tagged with UAM\ROLE are registered as roles in UAM. Examples include Contracting Officer, Contract Specialist, Contracting Manager, and Agreement Officer.
• Permissions: Control access to specific CW functionality. CW groups tagged with UAM\PERMISSION are registered as permissions in UAM. Examples include AS GCW Create or Update Solicitation PM Access and AS GCW Line Item Record Access.
• Permission Sets: Logical groupings of permissions organized by business functionality. Permission Sets are database mappings managed in UAM and are not Appian Group objects. Examples include Award — Create & Update (GCW) and Solicitation — Release (GCW).

After UAM is configured, manage all role and permission changes through the UAM interface rather than directly in Appian Designer. See the UAM Overview for detailed information about the access model.

For instructions on installing and configuring UAM for Contract Writing, see Step 7: Configure User Access Management for CW. For information about the UAM group structure and setup process, see the Setting Up UAM guide.

Group categories in Contract Writing

Contract Writing organizes groups into the following structural categories:

• Business groups (Roles): Represent the different business roles that interact with Contract Writing. Tagged as UAM\ROLE. Examples include Contracting Officer, Contract Specialist, and Contracting Manager.
• Security groups (Permissions): Control access to Contract Writing functionality. Tagged as UAM\PERMISSION. Different roles are assigned permissions through UAM Permission Sets.
• Parent groups: Organize multiple role groups that map to the same category together. Examples include Contracting Personnel, Agreement Personnel, and AS GCW Departments.
• Umbrella groups: Contain all business user groups across the application. Examples include AS GCW All Business Users and AS GAM All Business Users.

Group visibility settings for Contract Writing

Contract Writing assigns visibility settings to each group type to control which groups appear in application pickers:

Group Type	Visibility	Reason
Business group (Role)	Public	End users can select business groups in Contract Writing application pickers.
Security group (Permission)	Private	End users cannot see security groups in Contract Writing application pickers.
Parent group	Private	End users cannot see parent groups in Contract Writing application pickers.
Umbrella group	Private	End users cannot see umbrella groups in Contract Writing application pickers.

Roles in Contract Writing

The following table lists all roles registered in UAM for Contract Writing, their category, and parent group memberships:

Role	Category	Member Of
Contracting Officer	Contracting	AS GAM All Business Users, AS GCW Contracting Personnel, Contracting, Contracting Personnel
Contract Specialist	Contracting	AS GAM All Business Users, AS GCW Contracting Personnel, Contracting, Contracting Personnel
Contracting Manager	Contracting	AS GAM All Business Users, AS GCW Contracting Personnel, Contracting Personnel
Contracting Officer's Representative	Contracting	AS GAM All Business Users
Agreement Officer	Agreement	AS GAM All Business Users, AS GCW All Business Users, Agreement Personnel
Agreement Specialist	Agreement	AS GAM All Business Users, AS GCW All Business Users, Agreement Personnel
Agreement Manager	Agreement	AS GAM All Business Users, AS GCW All Business Users, Agreement Personnel
Agreement Officer's Representative	Agreement	AS GAM All Business Users, AS GCW All Business Users
IT	Department	AS GAM All Business Users, AS GCW Departments
Legal	Department	AS GAM All Business Users, AS GCW Departments
Policy	Department	AS GAM All Business Users, AS GCW Departments
Program Managers	Structural	AS GAM All Business Users
Document Reviewer	Structural	AS GAM All Business Users
Evaluators	Structural	AS GAM All Business Users, AS GCW All Business Users
Evaluation Chairs	Structural	AS GAM All Business Users, AS GCW All Business Users
Factor Advisor	Structural	AS GAM All Business Users, AS GCW All Business Users
Recipient	Structural	AS GAM All Business Users, AS GCW All Business Users
Privileged Users	Structural	AS GAM All Business Users

Permission Sets in Contract Writing

Permission Sets group permissions by business capability and provide an easily visualized structure for developer-focused object access. The following table lists all Permission Sets defined for Contract Writing. Abbreviations in this table include: Federal Procurement Data System (FPDS), Government Source Selection (GSS), and Contracting Officer (CO).

Permission Set	Domain	Description
Award — View (GCW)	Award	Users can view award records, summaries, funding info, key dates, modifications, invoices, types, eval mappings, associated awards, and FPDS data.
Award — Create & Update (GCW)	Award	Users can create, update, import, and duplicate awards and modifications, edit summary sections, and make post-signature changes.
Award — Release (GCW)	Award	Users can release awards and modifications and initiate the CO signature process.
Award — Approval (GCW)	Award	Users can request CO approval for awards and submit awards for review.
Award — Close & Delete (GCW)	Award	Users can close awards, delete draft awards and modifications, and reassign awards.
Solicitation — View (GCW)	Solicitation	Users can view solicitation records, fund information, contacts, codes, response collections, documents, and conformed solicitations.
Solicitation — Create & Update (GCW)	Solicitation	Users can create and update solicitations and amendments, create document folders, edit summary sections, and manage contract text.
Solicitation — Release (GCW)	Solicitation	Users can release solicitations and amendments.
Solicitation — Approval (GCW)	Solicitation	Users can request CO approval for solicitations and submit solicitations for review.
Solicitation — Delete & Reassign (GCW)	Solicitation	Users can delete draft solicitations and amendments and reassign solicitations.
Agreement — View (GCW)	Agreement	Users can view Other Transaction Agreement (OTA) records.
Agreement — Create & Update (GCW)	Agreement	Users can create and update agreements, manage consortium, institution, and vendor details, create OTA contract text, and manage agreement alerts and folders.
Agreement — Release (GCW)	Agreement	Users can release agreements and make post-signature data changes.
Agreement — Approval (GCW)	Agreement	Users can request AO approval for agreements.
Line Item — View (GCW)	Line Item	Users can view line items, contacts, deliveries, and AAC records.
Line Item — Create & Update (GCW)	Line Item	Users can create, update, and duplicate line items and SLINs, add and update deliveries and inspection and acceptance, and manage line item alerts and funding.
Line Item — Delete (GCW)	Line Item	Users can delete and deactivate line items and delete deliveries and inspection and acceptance records.
Contract Text — View (GCW)	Contract Text	Users can view contract text.
Contract Text — Create & Update (GCW)	Contract Text	Users can create and update contract text.
Contract Text — Delete (GCW)	Contract Text	Users can delete and deactivate contract text.
Document — View & Download (GCW)	Document	Users can view and download documents across awards, solicitations, and agreements, including folder details.
Document — Upload & Create (GCW)	Document	Users can upload documents, add attachments, create Word docs from templates, generate narrative documents, and create document folders.
Document — Edit & Delete (GCW)	Document	Users can delete, move, and submit documents for review.
Task Management (GCW)	Tasks	Users can create, cancel, reassign, initiate, reopen, claim, and complete tasks, create ad hoc tasks and checklists, and manage task templates.
Funding Management (GCW)	Funding	Users can create, update, and delete funding sources for awards and agreements and manage fund obligations.
Reference Data Management (GCW)	Reference Data	Users can manage vendors, institutions, consortia, offices, contacts, and programs, update locations, and sync with SAM.gov.
Site Access Management (GCW)	Navigation	Users can view Contract Writing sites.
Backwards Compatibility (GCW)	Legacy	Users can execute one-time upgrade process models that migrate data structures and folder hierarchies from older CW versions to the current format.
Research & External Integration (GCW)	Research	Users can perform FPDS, SAM.gov, DocuSign, USASpending, and FAPIIS research and sync operations from procurement records.
Evaluation (GCW)	Evaluation	Users can manage evaluations, access GSS evaluation integration features, and view award-evaluation mappings.
Alert Management (GCW)	Alerts	Users can set and manage alerts for awards, solicitations, agreements, and line items.
Viewer Management (GCW)	Viewer Management	Users can update viewers, control record-level access, and sync internal user data.
SAM Management (GCW)	SAM	Users can view and interact with SAM.gov-related actions on procurement records.
Email Management (GCW)	Communication	Users can trigger email notifications associated with releasing awards and submitting reviews.
AIDB Management (GCW)	Document	Users can generate documents from templates using AI Doc Builder.
AICP Management (GCW)	AI	Users can interact with AI Copilot chatbot, document chat, and summarization features.
Opportunity Management (GCW)	VM	Users can create and view opportunities through the Vendor Management integration.
Integrations Management - Settings site (GCW)	Feature Toggles	Users can manage feature toggles on the Contract Writing Settings site.

Permission Set assignments by role in Contract Writing

Contract Writing uses Permission Sets to manage access rather than direct security-group-to-action mappings. The following table shows which Permission Sets are assigned to each role in Contract Writing. An "X" indicates the role has access to that Permission Set.

Role	Award View	Award Create	Award Release	Award Approval	Award Close	Solic View	Solic Create	Solic Release	Solic Approval	Solic Delete	Agmt View	Agmt Create	Agmt Release	Agmt Approval	LI View	LI Create	LI Delete	Contract Text View	Contract Text Create	Contract Text Delete	Doc View	Doc Upload	Doc Edit	Tasks	Funding	Ref Data	Site Access	Research	Evaluation	Alerts	Viewer Mgmt
Contracting Officer	X	X	X	X	X	X	X	X	X	X	X				X	X	X	X	X	X	X	X	X	X	X	X	X	X	X	X	X
Contract Specialist	X	X	X	X	X	X	X	X	X	X	X				X	X	X	X	X	X	X	X	X	X	X	X	X	X	X	X	X
Contracting Manager	X	X	X	X	X	X	X	X	X	X	X				X	X	X	X	X	X	X	X	X	X	X	X	X	X	X	X	X
COR	X	X			X	X	X			X	X				X			X	X		X	X	X	X	X	X	X	X	X	X	X
Agreement Officer	X					X					X	X	X	X	X	X	X	X	X	X	X	X	X	X	X	X	X	X	X	X	X
Agreement Specialist	X					X					X	X	X	X	X	X	X	X	X	X	X	X	X	X	X	X	X	X	X	X	X
Agreement Manager	X					X					X	X	X	X	X	X	X	X	X	X	X	X	X	X	X	X	X	X	X	X	X
AOR	X					X					X	X			X		X	X	X		X	X	X	X	X	X	X	X	X	X	X
IT	X					X					X				X			X	X		X	X	X	X	X	X	X	X	X	X	X
Legal	X					X					X				X			X	X		X	X	X	X	X	X	X	X	X	X	X
Policy	X					X					X				X			X	X		X	X	X	X	X	X	X	X	X	X	X
Program Managers	X					X					X				X			X	X		X	X	X	X	X	X	X	X	X	X	X
Evaluators	X					X									X			X			X						X			X
Evaluation Chairs	X					X									X			X			X						X			X
Document Reviewer	X					X					X				X			X	X		X	X	X	X	X	X	X	X	X	X	X
Recipient	X					X					X				X						X	X	X	X	X	X	X	X		X	X

Deprecated groups in Contract Writing 3.4

Contract Writing deprecates the following groups as part of the UAM integration in CW 3.4. Deprecated groups are prefixed with "DEPRECATED" in Appian Designer and are no longer used for access control. Do not assign users to deprecated groups.

Deprecated Group	Previous Purpose
DEPRECATED - AS GCW Initiate Requirement Request PM Access	Access to initiate requirement request.
DEPRECATED - AS GCW Add or Update Vendor PM Access	Access to Add or Update Vendor process.
DEPRECATED - AS GCW Create Folder For Award PM Access	Access to Folder For Award process model.
DEPRECATED - AS GCW NAICS Codes Record Access	Access group for NAICS Codes Record.
DEPRECATED - AS GCW Import Award Line Items PM Access	Access to import award line items.
DEPRECATED - AS GCW Folder Security Updates On Update Viewer PM Access	Access group for Folder Security Updates on Update Viewers.
DEPRECATED - AS GCW Create Award From Solic PM Access	Access group for the PM 'AS GCW Create Award From Solic'.
DEPRECATED - AS GCW AI Administrators	Administrator permissions for AI objects (deprecated in CW 3.1).
DEPRECATED - AS GCW AI Business Users	Viewer permissions for AI objects (deprecated in CW 3.1).

Untagged groups in Contract Writing

The following groups are not managed by UAM. These groups serve administrative, structural, or service account purposes and do not participate in the UAM role-permission model:

Group Name	Type	Purpose
AS CO Appian Administrators	Admin	Designer Administrator group.
AS GAM Appian Administrators	Admin	Designer Administrator group for GAM Solutions.
AS GCW ADT Appian Administrators	Admin	Designer Administrator group for GCW ADT.
AS GCW CO Appian Administrators	Admin	Designer Administrator group for CW.
AS GCW TMG Appian Administrators	Admin	Designer Administrator group for TMG.
AS GAM Designer Alerts Group	Designer Alerts	Designer Alerts for GAM.
AS GCW Designer Alerts Group	Designer Alerts	Designer Alert group for Contract Writing.
AS GCW ADT Designer Alerts Group	Designer Alerts	Designer Alerts for GCW ADT.
AS GCW TMG Designer Alerts Group	Designer Alerts	Designer Alerts for TMG.
AS GCW RPA Admin	Service Account	Group for RPA service accounts.
AS GCW Service Accounts for GSS Access	Service Account	Access to GCW objects for GSS integration.
AS GCW Service Accounts for Self Access	Service Account	Service account for GCW self-integration.
AS GCW Service Accounts for VM Access	Service Account	Service account for VM integration.
AS GCW Solicitation Viewers	Picker Group	Groups that can be added as viewers for solicitations.
AS GCW Award Viewers	Picker Group	Groups that can be added as viewers for awards.
AS GCW TMG Task Agreement Users Access	Picker Group	Groups shown in Assigned Group of Add Checklist Item action.
AS GCW TMG Task Contracting Users Access	Picker Group	Groups for contracting task assignment.
AS GAM Knowledge Center KC Access	KC Access	Access security group for GAM Knowledge Center.
AS CO Knowledge Center KC Access	KC Access	Access security group for CO Knowledge Center.
AS GCW Data Reconciliation Site Access	N/A	Access to the Data Reconciliation site.

Known limitations for UAM in Contract Writing

Contract Writing UAM integration has the following known limitations:

• Customer customizations: Any group-related customizations made before UAM integration must be manually configured in UAM. Automatic migration of custom group structures is not supported.
• Validation tooling: CW doesn't include a tool for verifying that the role relationships displayed in UAM match the actual group structure in Appian Designer.
• Group deletion: Removing a group from the CW baseline doesn't delete the group from your environment on upgrade. Remove deprecated groups manually when appropriate.
• Group relationship removal: Removing existing group relationships in the CW baseline doesn't automatically update existing UAM installations on upgrade. Additive changes are applied automatically; removals require manual action.
• Changes must go through UAM: After UAM is configured, make all role and permission changes through the UAM interface rather than directly in Appian Designer.
• Cross-environment deployment: Deploying customized group structures across environments is not supported. Make UAM changes manually in each environment.

See the UAM Overview for detailed information about UAM capabilities and configuration.

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