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English
  • Multidomain MDM 10.4 HotFix 3
  • All Products

Table of Contents

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  1. Preface
  2. Introduction
  3. Configuring the Data Director Application
  4. Establishing a Root Node
  5. Defining the Business Entity Model
  6. Configuring Business Entity Properties
  7. Configuring Reference Entity Properties
  8. Transforming Business Entities and Views
  9. Configuring Hierarchy and Network Relationships
  10. Creating Match Rule Sets
  11. Configuring Search
  12. Configuring Tasks
  13. Configuring Security and Data Filters for Business Entities
  14. Integrating Data as a Service
  15. Configuring External Calls
  16. Designing the Data Director User Interface
  17. Localizing Data Director
  18. Appendix A: Provisioning Tool Frequently Asked Questions

Provisioning Tool Guide

Provisioning Tool Guide

Back Next

Step 2. Configure Roles for a Task Type

Step 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. Click
    Business Entity
    Tasks
    , and then select
    Task Types
    .
  2. Select the task type.
  3. 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. Click
      Apply
      .
      The role appears in the tree view panel.
    4. Optionally, create additional roles.
  4. 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. Click
      Apply
      .
      The business entity appears in the Roles folder.
    5. Optionally, configure additional business entities for the role.
  5. 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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