Table of Contents

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  1. Preface
  2. Introduction
  3. Establishing a Root Node
  4. Defining the Business Entity Model
  5. Configuring Business Entity Properties
  6. Configuring Reference Entity Properties
  7. Transforming Business Entities and Views
  8. Managing Many-to-Many Relationships
  9. Configuring Search
  10. Configuring Workflow Tasks and Triggers
  11. Configuring Security and Data Filters for Business Entities
  12. Integrating Data as a Service
  13. Configuring External Calls
  14. Designing the Data Director User Interface
  15. Localizing Data Director
  16. Provisioning Tool Frequently Asked Questions

Managing Access to Business Entity Records

Managing Access to Business Entity Records

Ensure that the user role has permission to the root base object for the business entity and any related resources. In the Provisioning tool, find the root base object and other resources, such as lookup tables. In the
Hub Console
, verify the user role permissions for the root base object and resources.
  1. In the Provisioning tool, click
    Business Entity
    Modeling
    .
  2. From the list, select
    Business Entities
    .
  3. Select the business entity.
    The business entity opens with the root of the tree selected in the tree view panel.
  4. Make a note of the name of the table that appears in the
    Base Object
    field of the properties panel.
    The following image shows a Person business entity that is based on the C_B_PARTY table:
    The Modeling panel shows the Person business entity selected. The tree view panel shows the root of the tree selected. The properties pane shows the business entity is based on the C_B_PARTY table.
  5. Log in to the
    Hub Console
    .
  6. Acquire a write lock.
  7. From the
    Security Access Manager
    workbench, click
    Roles
    .
  8. For each user role that requires access to the business entity, ensure that the role has appropriate permissions to base objects and other resources. For a summary of permissions, see Role Privileges for a Business Entity.
    1. Select a role that requires access to the business entity.
      For example, select Data Steward.
    2. In the
      Resource Privileges
      tab, find the base object with the name that you noted in the Provisioning tool.
      For example, look for Party.
    3. Set the permissions for the business entity by selecting the corresponding permissions for the base object.
      For example, if you want the Data Steward role to have full access, select all the permissions for the Party base object.
      The following image shows the
      Hub Console
      with the Data Steward role selected and the Party base object highlighted:
      The Roles tool is open in the Hub Console. The Data Steward role is selected and all permissions are selected for the Party base object.
    4. Set the permissions for any related resources, such as child records, lookup tables, and cleanse functions.
  9. Click
    Save
    .

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