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  1. Preface
  2. User administration
  3. Ecosystem single sign-on
  4. SAML single sign-on
  5. Users
  6. User groups
  7. User roles
  8. User configuration examples
  9. Editing your user profile

User Administration

User Administration

Reference 360 roles

Reference 360
roles

To provide access to
MDM - Reference 360
, assign users the appropriate roles. You can assign a system-defined role to
Reference 360
users.
The following table describes the system-defined roles that provide access to
MDM - Reference 360
:
Role
Description
Reference 360 Administrator
Administrative role for
Reference 360
. Allows users to configure the
Reference 360
environment.
Reference 360 Business Analyst
Role for analyzing assets. Allows users to view and analyze assets, but not propose changes to them.
Reference 360 Business Steward
Role for the subject matter experts for reference data. Allows users to perform the following tasks:
  • Create and manage code values in code lists and value mappings in crosswalks.
  • Approve changes proposed by other users.
  • Send their own changes for approval or directly publish their changes without approval.
Reference 360 Planner
Role for creating and managing hierarchies. Allows users to perform the following tasks:
  • Create hierarchy assets, define hierarchy models, and import hierarchy relationships.
  • Delete hierarchies that are no longer needed.
  • Assign the Planner stakeholder role to other users for a hierarchy.
Reference 360 Primary Owner
Role for creating and defining reference data structures. Allows users to perform the following tasks:
  • Create and define reference data structures, such as reference data sets and code lists.
  • Delete code lists.
  • Propose changes to code values in code lists. The changes must be approved by Business Stewards.
  • Assign users access to code lists and reference data sets using Stakeholder roles.
Reference 360 Stakeholder
Role for proposing changes to code values. Allows users to propose changes, but the proposed changes must be approved by Business Stewards.
Reference 360 User
Restricted access role. By default, users with this role can't access any assets. To allow users to access a specific asset, such as a code list or crosswalk, assign this role along with the stakeholder role for the asset.
For more information about
Reference 360
roles, see the
MDM - Reference 360
help.

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