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24.4 Build An Application - Step-by-Step 3

This document outlines Exercise 3 of the Appian Developer learning path, focusing on managing users and groups within an application. It details the steps to create user groups for application security and configure folder security, emphasizing the importance of security inheritance. Additionally, it provides troubleshooting resources for users needing assistance during the exercise.

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7 views5 pages

24.4 Build An Application - Step-by-Step 3

This document outlines Exercise 3 of the Appian Developer learning path, focusing on managing users and groups within an application. It details the steps to create user groups for application security and configure folder security, emphasizing the importance of security inheritance. Additionally, it provides troubleshooting resources for users needing assistance during the exercise.

Uploaded by

pardusaly
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Build an Application:

Step-by-Step #3
Exercise to Accompany
Manage Users and Groups

The Appian Step-by-Step series consists of 12 exercises that accompany


the courses in the Appian Developer learning path. Exercises build upon
each other. Complete exercises in order and keep the app and all
objects until you are done with the project.

1 Welcome to the Appian Developer Learning Path

2 Create an Application

3 Manage Users and Groups

4 Expressions

5 Design Record Types

6 Sites

7 Query Your Data

8 Interfaces 101

9 Process Modeling 101: Part 1

10 Process Modeling 101: Part 2

11 Reports

12 Task Report

© Appian Corporation, 2024


Exercise 3: Manage Users and Groups 3
Manage Users 3
Create Groups 3
Configure Folder Security 4
Troubleshooting Resources 5

Notice of Rights

This document was created by Appian Corporation, 7950 Jones Branch Dr, Tysons, Virginia 22102.
Copyright 2024 by Appian Corporation. All rights reserved. Information in this document is subject to
change. No part of this document may be reproduced or transmitted in any form by any means, without
prior written permission of Appian Corporation. For more information on obtaining permission for
reprints or excerpts, contact Appian Training at [email protected].

Appian Step-by-Step 24.4


© Appian Corporation, 2024 2
This exercise was developed for Appian 24.4. If Appian Community
Edition is on a later Appian version, functionality might be different.
Go to academy.appian.com to download the latest exercise.

Exercise 3: Manage Users and Groups


Manage Users
In Appian, application security is configured with groups, which contain your application’s
users. When you registered for Appian Community Edition, a user with your credentials was
created for you. For the step-by-step exercises, you do not need to create additional users.

Learn more about creating and managing users by visiting Appian Documentation.

Create Groups
In the previous exercise, two application groups were generated when you created the
application: W#SA Users and W#SA Administrators. In this exercise, you will create three more
groups: W#SA Supervisors, W#SA Registrars, and W#SA Mechanics. You will use these groups
to set security for your application and its objects. This is called object-based security in
Appian.

The Users and Administrators groups are standard in applications. The Users group includes
all users with access to the application, and it is always the parent group for other application
groups. The Administrators group includes the users who administer the application and its
objects. In the previous exercise, security was applied to the application and generated
folders using these groups.

In your application, the W#SA Supervisors, W#SA Registrars, and W#SA Mechanics groups are
for the business users who will use the application to do their work. You will use these groups
to define which business users can access particular features and see what data.

Remember to use the application prefix (which includes your workspace identifier) in all
object names. Prefixes will help you discern between similar objects from different
applications.

Follow the steps below to create groups.

1. In the Build view of your application, click W#SA Users to open it.

2. From within W#SA Users, click NEW > Group.

3. In the Create Group dialog, configure the following properties:

● Name: Enter W#SA Supervisors.

Appian Step-by-Step 24.4


© Appian Corporation, 2024 3
● Description: Enter Contains all supervisors of the W#SA
application.
● Parent Group: Ensure W#SA Users is selected.

The child groups you are creating will use the same security settings as the
parent W#SA Users group. This is called security inheritance in Appian.

● Group Members: Select your user.


● Group Type and Privacy Policy: Keep the default selections.

4. Click CREATE.

5. In the Review Group Security dialog, click the Remove icon in the row with your user.
You should only use groups to configure security, and your user is already a member of
the W#SA Administrators group.

Note that the object role map is different from being a member of the group. Keep
your user as a member of these groups.

6. Click SAVE.

7. From within W#SA Users, follow steps 2–6 to create the remaining groups:

● W#SA Mechanics
● W#SA Registrars

As you build your application, you will be able to see the features designed for particular user
groups. You can also remove yourself from a group to test the security of those features.
However, do not remove yourself from the W#SA Administrators group because you could
lose access to your app.

Configure Folder Security


In Exercise 2, you created parent folders for your application objects. Now that you have
application groups, you will configure folder security. Documents or rules contained in a
parent folder automatically inherit security from the parent folder. However, Process Model
folders do not provide security inheritance.

When groups and folders were generated, security was applied to the parent folders. Those
security settings were inherited by the subfolders you created.

Next, you will change the security of the W#SA Knowledge Center folder.

Appian Step-by-Step 24.4


© Appian Corporation, 2024 4
1. Click All Application Objects to go back to the list of all objects.

2. From the Object Type filter on the left, select Folder.

3. Select the checkbox next to W#SA Knowledge Center, and select SECURITY.

4. In the W#SA Users row, under Permission Level, select Editor.

NOTE: The Editor permission level allows users to upload, modify, and delete
documents. Viewers are able to view documents, but not upload.

Troubleshooting Resources
Stuck on a step, or need help troubleshooting? Appian provides several support resources
that you can use as you build:

1. Acme Auto Solution Application - The Acme Auto Solution Application (AS) is the
solution to the exercises you are following in the Step-by-Steps. You can use the AS
application as a reference tool. Review it to see how specific objects are configured, or
test the application to see how the features work from a business user’s perspective.
This application is preloaded into your workspace. If you do not see it in the list of
applications in your workspace, you can deploy it from the App Catalog. Refer to Build
an Application: Step-by-Step #1 for more information on how to use the App
Catalog.

2. Community Discussions for New Users - Check out the New to Appian thread in
Community. Join our community of experts to ask questions and find answers from
past discussions.

3. Appian Documentation - Appian’s product documentation will provide you with an


overview of key Appian features, newest release information, additional tutorials, and
helpful patterns and recipes to implement in your app.

Appian Step-by-Step 24.4


© Appian Corporation, 2024 5

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