Console

Assign Contacts to Objects

Console allows a user to add multiple Developer and Business User contacts to Objects at the same time. Refer to Add Multiple Target Contacts to Objects for more information.

Developers approve mappings on the Mapping Approval page submitted for a Target-Source in Map on the Field Mappings page. Refer to Approve or Reject Mappings for more information.

Business User contacts are used for reporting purposes and automatically receive published reports and Data Services reports for the target in Transform.

Before assigning contacts to Objects:

  1. Add Users to the Bulk Contact Staging Area

  2. Assign a Position to Users

To assign multiple contacts to multiple Objects:

  1. Select Advanced Configuration > Object Contact Configuration in the Navigation pane.

  2. Click the Bulk User Object Assignment icon in the Page toolbar.

    NOTE: If more than one user record is selected on the Bulk Contact Staging Area page, this icon is disabled.

    NOTE: All users on the Bulk Contact Staging Area page display on the Staged Contacts page.

  3. Select one, many or all users on the Staged Contacts page.

    NOTE: To select a contiguous range of users, hold down the Shift key and select the first and last users in the range. To select a non-contiguous range of users, hold down the Ctrl key and select each user.

  4. Select one, many or all Objects on the All Objects page.
  5. Click the Add Contact to Object icon in the Page toolbar on the All Objects page.

The contacts selected on the Bulk Contact Staging Area page are assigned to the objects selected on the All Objects page.

To view the contacts assigned to each Object, select Elements > Objects > Contacts.

To remove a contact from an object, click the Remove Contact From Object icon in the Page toolbar on the All Objects page.