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  1. Preface
  2. MDM and Embedded ActiveVOS
  3. Configuring Workflow Tasks and Triggers
  4. Running the Migration Script
  5. Frequently Asked Questions

2. Configure Roles for a Task Type

2. Configure Roles for a Task Type

You can configure the user roles that are allowed to review tasks and the type of business entity records that a role can review.
User roles must have the proper MDM Hub privileges to allow users to process tasks. For more information about granting privileges to roles, see the
Multidomain MDM Security Guide
.
If you configure a role to trigger an unmerge task, do not assign the same user role as reviewer.
  1. Select roles that can claim or be assigned the task.
    1. In the tree view panel, select
      Roles
      , and then click
      Create
      .
    2. In the properties panel, from the
      Role
      list, select an MDM Hub user role.
    3. Optionally, create additional roles.
    4. Click
      Apply
      .
      The roles appear in the tree view panel.
  2. Configure the type of business entity records that a role can access.
    1. In the tree view panel, select a role.
    2. Select
      Business Entities
      , and then click
      Create
      .
    3. In the properties panel, from the
      Business Entity
      list, select a business entity.
    4. Optionally, configure additional business entities for the role.
    5. Click
      Apply
      .
      The business entities appear in the Roles folder.
  3. Publish the changes to the MDM Hub.
    1. Click
      Publish
      .
      A confirmation dialog box appears that prompts you to publish or review the changes.
    2. Review the changes or publish without a review.
      • To publish without a review, click
        Publish
        .
      • To publish after a review, click
        Review Changes
        and follow the instructions that appear on the screen.

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