Get started with the Hub (Reltio ER)
Learn how to navigate Reltio Entity Resolution .
When you log into the Reltio Entity Resolution, you see the Hub. The Hub is the browser-based client where you manage your data. Here you view your dashboards, search for entities, examine entity details, and navigate to other applications in the Reltio Connected Data Platform.
Let's take a look at how you can use the Hub to manage your data - right from importing data into your tenant, managing it, and ensuring your data is correctly resolved.
Before we start, ensure you are assigned the ROLE_API and ROLE_USER roles to be able to work with Reltio ER. For more information, see topic ROLE_USER Access permissions and ROLE_API Access permissions
Here are the key areas of the Reltio Entity Resolution Hub.
- Header/Banner
- Displays the Reltio logo, the tenant you are currently logged into, the Search bar, and the Global filter. You can:
Navigate to other tenants (if you have the appropriate permissions) by clicking the drop-down next to the tenant name and selecting the one you want from the list.
Quickly locate a particular profile by typing the profile name in the Search bar and selecting the relevant one from the list.
- Left navigation pane
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Displays the menu options. Hover your mouse pointer over the left navigation drawer to view the slide-out menu and:
Dashboard: Select this option to view the Profile stats and other charts for the tenant. For more information, see topic Profile Statistics dashboard for Reltio Entity Resolution.
Search: Select this option to go to the search page where you can filter profiles based on entity types. Refine your search in the Advanced Search page to further filter profiles. For more information, see topic Get started with Search (Reltio ER).
Create new profile: Select this option to create a new profile for the Individual or Location entity type. For more information, see topic Create a profile (Reltio ER) .
Applications: Select this option to access the Data Loader, Export, External Match, SSO Configuration, User Management, and Client Credentials applications from here.
Profile settings: Select this option to view Product details, release notes, and to log out of the application.
- Page body
- Displays information based on the menu option selected in the left navigation drawer. For example, select the Search menu option to display the Search page, where you can specify criteria to search for profiles.