Reference 360

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Reference 360 roles

Reference 360

roles define a set of privileges that a user has while working in

MDM - Reference 360

. The privileges apply to all assets. To allow a user to access

MDM - Reference 360

, an administrator must assign at least one of the

Reference 360

roles to the users or to their user group.

The following list describes the

Reference 360

roles:

Reference 360 Administrator: Reference 360 Administrators configure the Reference 360 environment.
Reference 360 Planner: Planners create hierarchy assets, define hierarchy models, and import hierarchy relationships. Planners can delete hierarchies that are no longer needed. Planners can also assign the Planner role to other users for the hierarchy assets.
Reference 360 Primary Owner: Primary Owners create and define reference data structures such as reference data sets and code lists. Primary Owners can delete code lists and propose changes to code values in code lists. The proposed changes must be approved by Business Stewards.
Reference 360 Business Steward: Business Stewards are subject matter experts for reference data. They create and manage code values in code lists and value mappings in crosswalks. Business Stewards are responsible for approving changes proposed by other users. Business Stewards can send their own changes for approval or directly publish their changes without approval.
Reference 360 Stakeholder: Stakeholders propose changes to code values. The proposed changes must be approved by Business Stewards.
Reference 360 Business Analyst: Business Analysts view and analyze assets. Business Analysts cannot propose changes to assets.
Reference 360 User: 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, the users require stakeholder roles for the asset.

The following table lists the privileges of the

Reference 360

roles:

Function	Planner	Primary Owner	Business Steward	Stakeholder	Business Analyst	User
System reference data	Read	-	Create Read Update Delete	Read	Read	-
Reference data set	Read	Create Read Update Delete	Read	Read	Read	-
Reference data set structure definition	Read	Create Read	Read	Read	Read	-
Reference data set attributes	Read	Create Read Update Delete	Read	Read	Read	-
Code list	Read	Create Read Update Delete	Read	Read	Read	-
Code list structure definition	Read	Create Read	Read	Read	Read	-
Code list attributes	Read	Create Read Update Delete	Read	Read	Read	-
Code list draft	Read	Propose changes	Propose changes Approve changes Publish changes	Propose changes	-	-
Crosswalk	Read	Read	Create Read Update Delete	Read	Read
Crosswalk value mappings	Read	Read	Create Read Update Delete	Read	Read	-
Hierarchy	Create Read Update Delete Assign stakeholders Import hierarchy relationships	Read	Read	Read	Read	-
Search and explore	Permitted	Permitted	Permitted	Permitted	Permitted	-
Export	Permitted	Permitted	Permitted	Permitted	Permitted	-
Import	-	Permitted	Permitted	Permitted	-	-
Direct import	-	-	Permitted	-	-	-