Is there any way we can create various roles within a group?

Certified Senior Developer

Is there any way we can create various roles within a group? Say like, a department consists of members who are assigned to various roles like Manager, Asst. Manager, Team Lead etc. Is there any way to configure roles ?

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  • Hi ,

    There is no way to create roles with in a group. Since appian recommends security to be assigned to groups instead of users. It is advisable to add members with different roles to different groups so it would be easy to configure and maintain security to different objects based on groups.

    I hope that helps.
  • 0
    Certified Lead Developer
    What you can do is make sub-groups, and assign each of the groups to a larger group. Say you run a store with Menswear, Ladies, Juniors, and Housewares. You can make a Menswear Associates, Menswear Managers, Menswear Supervisors, and similar for all the other departments and arrange the groups inside the groups.

    If you were to have a military contractor, you could separate people by base, and then by individual roles within each base, and further separate them in parallel by rank, and add a separation between officers and enlisted driven by rank (since officer ranks and enlisted ranks are all different). And if it's a large enough contract, maybe you'll need to separate all personnel by Branch. You can make groups that store people who are in specific combinations of groups, like Officers who are at least this paygrade who have this role at this base are allowed to see the Action. It's all done by nesting groups.
  • Hello sudipdas,

    That’s an interesting question I have seen that kind of functionality in other BPM’s. Appian doesn’t have especifically that but Appian have something called group Attributes

    But before I would ask about your use case. Can you describe a little? You need to assign tasks to the user based on this? Or do you need to display information based on the groups? Do you need one person as manager one as Asst Management?
    To pick an option it would be needed to hear more from your requirement.

    So here are some options.
    1) if you just need 1 person or a group to be the director , manager and all the departments have the same structure then you might want to use the “group attributes” this attributes are defined in a “custom group type” and all the groups using that have the attribute, to read the value you need the function getgroupattribute.

    2) create all the groups for all the departments/ position combinations.
    To assign the people to the groups you can use the rule option. You can still use the groups to send emails and assign tasks normally

    3) create two sets of groups(1 for positions, 1 for departments)
    * manager, asstmanager, team lead which
    * one for each department

    And then you assign the people to each role based on the organization structure, at the end all the users should have 2 groups. Then you won’t be able to assign them directly to a task

    4)Assign the groups or subgroups using the DB so for example you can create the group managers and asst manager in the dB which you can query on the interface to show / display information.

    5) handle everything from the DB, this might be a big change even for your architecture o maybe not it depends how you are designing the solution.

    Or you can combine some of the solutions and/or keep the DB and groups synchronized.

    Hope this helps
    Jose
  • 0
    Certified Lead Developer
    Appian doesn't allow various roles within a group. Better Follow subgroup or create new department/Team as per your requirement. Thanks
  • Hi sudipadas,

    AFAIK currently its not possible in appian , better to create various groups for roles .

    Thanks,
    ravalik
  • 0
    Certified Lead Developer
    Hi Sudeep !

    I think we cannot create roles within a group. As per Appian best Practices , security to be assigned at group level. . Better Follow subgroups.

    Thanks,
    Ravi.
  • 0
    Certified Lead Developer
    As previous commentors have already suggested, and to clarify: Appian has fully flexible group-of-groups functionality, nested to an arbitrary number of levels (i.e. a large hierarchy is possible), so almost all "roles" use cases should be solvable by making a separate group for each needed role, categorizing those into larger groups as appropriate, etc.