Reference 360

Back Next

Stakeholder roles

Stakeholder roles define a set of privileges for each asset in

Reference 360

. An asset might be a reference data set, code list, or crosswalk. Users with the

Reference 360

Primary Owner role are responsible for assigning stakeholder roles to users and groups for each asset.

The following list describes the stakeholder roles that you can assign to users and groups for an asset:

Planner: Planners define the hierarchy model and import hierarchy relationships to hierarchy assets. Planners can also assign the Planner role to other users for the hierarchy assets.
Primary Owner: Primary Owners create and define the asset. Primary Owners can propose changes to the asset, but their changes must be approved by Business Stewards.
Business Steward: Business Stewards are subject matter experts for the asset. They create and manage data values in the asset. 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.
Stakeholder: Stakeholders propose changes to the asset. The proposed changes must be approved by Business Stewards.
Business Analyst: Business Analysts view and analyze the asset. Business Analysts cannot propose changes to the asset.

The following table lists the privileges that are assigned to users with a stakeholder role:

Function	Planner	Primary Owner	Business Steward	Stakeholder	Business Analyst
Reference data set	-	Read Update Delete	Read	Read	Read
Reference data set structure definition	-	Read Update Delete	Read	Read	Read
Reference data set attributes	-	Create Read Update Delete	Read	Read	Read
Code list	-	Read Update Delete	Read	Read	Read
Code list structure definition	-	Read Update Delete	Read	Read	Read
Code list attributes	-	Create Read Update Delete	Read	Read	Read
Code list draft	-	Propose changes	Propose changes Approve changes Publish changes	Propose changes	-
Crosswalk	-	Read	Read Update Delete	Read	Read
Crosswalk value mappings	-	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
Export	-	Permitted	Permitted	Permitted	Permitted
Import	-	Permitted	Permitted	Permitted	-
Direct import		-	-	-	-

After you create an asset, you might not be able to edit some definition settings. For more information, see Reference data sets and Code lists.

The Planner stakeholder role is the only stakeholder role that you can assign to hierarchy assets.