Master Data Management
Manage Positions
A position is a security template defined by a Security Administrator to which multiple users can be assigned. With positions, a Security Administrator can create a template for security once and assign multiple users to the template as needed.
Position security is used to establish security for users in the Content WebApp.
A user is assigned to a position through:
- Assignment to a Content role that contains the position, or
- Assignment of the position’s Security Definition Key Value to the user
Refer to Set Security for more information.
When a user is assigned to a position, the position establishes the business processes, roles, and for each role through org units, the subset of data users can access in the Content WebApp.
Based on categories and the governance elements set up within a category, business processes, roles, and org unit values for a role category level can be included or removed from a position. Org unit values can also be included or removed from a role at the role level.
NOTE: Users with configured permissions can set a further level of restricted security that affects request role access across MDM. Using Restricted positions, request roles in MDM require that a user must be assigned to both the role and the business process in a position for that user to access the request. Refer to Set Restricted Position Access for more information.
To work with positions:
- Set Restricted Position Access
- Add a Position
- Configure Business Processes in a Position
- Configure Roles in a Position
- Configure Category Org Unit Value Assignments for Roles at the Position Level
- Add Org Units from a Group to all Roles in a Position (optional)
- Add Org Units from a Group to a Position Role (optional)
- Configure Category Org Unit Value Assignments for Roles at the Role Level (optional)
- Configure the Read-Only/Editable setting for Org Unit Value Assignments for Roles (optional)
- View Users in a Position
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