Add Target Contacts to Objects

A user can quickly assign Developers or Business Users contacts to many or all Objects at one time.

When assigned at the Object level, the contact is added to every Target and Source that belongs to the Object, and can be viewed and edited in Target Design.

NOTE: Individual users can also be assigned to an Object as Developers or Business Users in Console and Target Design. Refer to Add Developers and Business Contacts to a Target or Source for more information about adding users as contacts in Target Design.

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. Refer to Report Delivery for more information.

NOTE: A user cannot be assigned as a Business User and a Developer for the same Object using this method in Console. In Target Design, a user can be added as a Developer for one Target and a Business User for another.

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

A user can:

Add Individual Target Contacts

An individual user can be assigned as a Business Contact or a Developer at the Target or Source level in Target Design and at the Object level in Console.

When assigned at the Object level, the contact is added to every Target and Source that belongs to the Object, and can be viewed and edited in Target Design.

When a Target is added to an Object in Target Design, any Object contacts with positions of Business User (Target Contact) or Developer (Target Contact) in Console will be automatically added to the appropriate target contacts and Target Source contacts in Target Design.

If the contact is deleted or removed from the Object’s Business User (Target Contact) or Developer (Target Contact) position in Console, the contact is also removed from the target contacts or Target Source contacts in Target Design.

While changes in Object contacts cascade down to Target Design, changes to contacts in Target Design do not affect contacts at the Object level. Removing a target or source contact in Target Design does not affect target contact assignments at the Object level.

To add the contact to an Object in Console that will be used in Target Design:

  1. Select Elements > Object in the Navigation pane.

  2. Click the Contacts icon for an Object.

  3. Click Add.

    View the feild descriptions for the Object Contacts page

  4. Select the contact name in the CONTACT list box.

    NOTE: These users are registered in the platform.

    NOTE: Users who are not registered in the platform but who should receive workflow messages can be added. Type the user’s name in the CONTACT list box and proceed with the steps.

  5. Select Business User (Target Contact) or Developer (Target Contact) from the POSITION list box.

    NOTE: A user cannot be added as both a Business User and a Developer to the same object in Console. A user can be added as a Business User to a target, and a Developer to a different target in the same object. Refer to Add Developers and Business Contacts to a Target or Source for more information about adding users as contacts in Target Design.

  6. Add contact information as needed.

  7. Click Save.

The contact is added as a Developer or Business Contact to all targets and sources associated with the Object in Target Design.

Add Multiple Contacts to an Object

From a high level, to add multiple users to an Object:

  1. Add many or all users to the bulk contact staging area.
  2. Assign a position to many or all users
  3. Assign many or all contacts to many or all objects.

Add Users to the Staging Area

Console allows a user to add multiple Developer and Business User contacts to Objects at the same time.

To begin the process, add users to the bulk contact staging area on the Users page.

To add many or all registered users to the bulk contact staging area:

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

  2. Select the users to assign to Objects on the Users 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.

    NOTE: Users who display on the Users page are registered in the platform.  

  3. Click Add User in the Page toolbar.

The Bulk Contact Staging Area page updates and lists all users who can be assigned to Objects. The contact information that displays for users was added when the user’s account was created.

NOTE: Removing users from the Bulk Contact Staging Area does not affect contact assignments to Objects.

To remove a user from the Bulk Contact Staging Area:

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

  2. Select the users to remove from the Bulk Contact Staging Area on the Users 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.

  3. Click the Remove User icon on the page toolbar.

To remove all users from the Bulk Contact Staging Area:  

  1. Select Advanced Configuration > Object Contact Configuration in the Navigation pane.
  2. Click the Reset Staging Area icon in the Page toolbar.   

After adding users, continue with Assign a Position to Users.

Assign a Position to Users

Positions are Developers or Business Users contacts.

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.

To continue the process, assign a Developer or Business User contact to users.

To assign a position to many or all users:

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

  2. Select one or many users on the Bulk Contact Staging Area 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.

  3. Click the Set As Business User icon or the Set As Developericon.

Continue with Assign Contacts to Objects.

Assign Contacts to Objects

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 theStaged 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.