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  1. Preface
  2. Introduction to Informatica MDM - Supplier 360
  3. Supplier 360 Installation Overview
  4. Before You Install
  5. Installing the Supplier 360 Components
  6. After You Install
  7. Business Processes for Supplier Management
  8. Customizing Supplier 360
  9. Upgrading MDM - Supplier 360

Installation and Configuration Guide

Installation and Configuration Guide

Assigning Roles to Business Users

Assigning Roles to Business Users

You need to assign the user roles to the business users who are responsible for reviewing applications and edited supplier profiles.
You use the Hub Console to assign user roles. You can follow either a role-first approach or a user-first approach. For a role-first approach, you select a role and then select the users and user groups that you want to associate with the role. For a user-first approach, you select a user or user group and then select roles.
When you connect to the Operational Reference Store, select
supplier_hub
.
  1. In the
    Hub Console
    , connect to the Operational Reference Store that supports the IDD application.
  2. Acquire a write lock.
  3. Expand the
    Security Access Manager
    workbench and click
    Users and Groups
    .
    The Users and Groups tool opens. You can use a role-first approach, a user-first approach, or a mix to attach roles to users.
  4. If you want to follow a role-first approach, click the
    Assign Users/Groups to Role
    tab.
    1. Select a workflow role.
    2. Click the
      Edit
      button.
    3. In the
      Assign Users to Role
      dialog box, select the users and user groups who should have this role.
    4. Click
      OK
      .
    5. Repeat for each workflow role.
  5. If you want to follow a user-first approach, click the
    Assign Roles to User/Group
    tab.
    1. Select a user or user group.
    2. Click the
      Edit
      button.
    3. In the
      Assign Roles to User
      dialog box, select the workflow roles suitable for the user or user group.
    4. Click
      OK
      .
    5. Repeat for each user or user group who requires workflow roles.

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