Setting up user accounts and access

Administrators give a Boomi Enterprise Platform user access to one or more Boomi accounts using their unique email address. User management is performed in Integration. Administrators assign a role to a user to control their access to areas in Master Data Hub.

Administrators can control general account and user settings for all Boomi Enterprise Platform services by navigating to the Settings page. Administrators can configure user access under Settings > Account Access > User Management. Read User management settings to learn more about general settings for the platform.

Administrators can assign a role to a user for a specific account. Roles contain a list of privileges. A privilege is an allowable action or access to a specific area of platform.

There are several default Boomi DataHub roles with a predefined list of privileges.

• MDM Administrator
• MDM Standard User
• MDM Data Steward
• MDM Developer
• MDM View Only
• MDM Privileged Data Steward

Instead of assigning a predefined role, you can create custom roles for users and restrict access to specific objects or areas in Master Data Hub using Hub role entitlements. This option is available with the Advanced User Security feature, which is available in the Enterprise and Enterprise Plus Editions, and as an add-on to the Professional and Professional Plus Editions.

The table below shows the predefined standard roles for users, the privileges assigned to each role, and descriptions of the privileges.

Privilege	Description	MDM Administrator	MDM Standard User	MDM Data Steward	MDM Developer	MDM View Only	MDM Privileged Data Steward
MDM - Activity Reporting	View inbound and outbound activity reports.	Included	Included	Excluded	Included	Excluded	Excluded
MDM - Batch Management	Resubmit batches.	Included	Excluded	Excluded	Excluded	Excluded	Excluded
MDM - Dashboard	Access the Dashboard page.	Included	Excluded	Excluded	Excluded	Excluded	Excluded
MDM - Edit Models	Add, update, delete, and publish models.	Included	Included	Excluded	Included	Excluded	Excluded
MDM - Historical Reporting	Build and view historical reports.	Included	Included	Excluded	Included	Excluded	Excluded
MDM - Model Deployment	Deploy models or newer or older versions of previously deployed models. View authentication tokens.	Included	Included	Excluded	Included	Excluded	Excluded
MDM - Model Removal	Undeploy models. Clear data for deployed models.	Included	Excluded	Excluded	Excluded	Excluded	Excluded
MDM - Repository Management	Create and delete repositories. Modify repository properties. View and generate authentication tokens. Monitor repository activity.	Included	Excluded	Excluded	Excluded	Excluded	Excluded
MDM - Source Attachment	Attach/remove sources to/from deployed models, modify the channel configuration of attached sources, and add and manage staging areas for attached sources.	Included	Included	Excluded	Included	Excluded	Excluded
MDM - Source Management	Create and delete sources, manually propagate channel updates, propagate channel updates in bulk, delete pending channel updates, and unlink golden records from sources.	Included	Excluded	Excluded	Excluded	Excluded	Excluded
MDM - Stewardship	Access the Stewardship menu.	Included	Included	Included	Excluded	Excluded	Included
MDM - Stewardship Management	View and assign entitlements to account users.	Included	Excluded	Excluded	Excluded	Excluded	Excluded
MDM - View Data	View domain data, quarantine entries, batch reporting, delivery reporting, and pending channel update requests.	Included	Included	Included	Excluded	Excluded	Included
MDM - View Logs	View and download repository logs.	Included	Included	Excluded	Included	Excluded	Excluded
MDM - View Models	View model definitions on the Models page.	Included	Included	Included	Included	Included	Included
MDM - View Repositories	View summary information about repositories. View summary information for deployed models, including their sources.	Included	Included	Included	Included	Included	Included
MDM - Reveal Masked Data	View masked field values in golden records, quarantine entries, staged entities, and on the inbound/outbound activity pages.	Included	Excluded	Excluded	Excluded	Excluded	Included

Assigning a predefined role

1. In the Boomi Enterprise platform, navigate to Settings > Account Access > User Management.
2. Do one of the following:
   • For existing users:
     1. Select the user and click the Edit icon.
     2. Select the Boomi DataHub role or roles.
     3. Click OK.
   • For new users:
     1. Click the plus icon to create a new user.
     2. Enter the new user’s email address and name.
     3. Select the Boomi DataHub role or roles.
     4. Click OK. The new user will receive a registration email.