Scribd
Upload
6 views13 pages

Siebel Access Control for Analysts

This document discusses how access to views is controlled in Siebel eBusiness Applications through the use of responsibilities. Responsibilities determine the set of views a user has access to based on their job function. Views can be included in one or more responsibilities. Users are assigned to one or more responsibilities and see the union of all views associated with their assigned responsibilities when they log in. The user's experience is further customized based on the layouts defined for their primary responsibility.

Uploaded by

Shanta Devi
Copyright
© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPT, PDF, TXT or read online on Scribd
6 views13 pages

Siebel Access Control for Analysts

This document discusses how access to views is controlled in Siebel eBusiness Applications through the use of responsibilities. Responsibilities determine the set of views a user has access to based on their job function. Views can be included in one or more responsibilities. Users are assigned to one or more responsibilities and see the union of all views associated with their assigned responsibilities when they log in. The user's experience is further customized based on the layouts defined for their primary responsibility.

Uploaded by

Shanta Devi
Copyright
© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPT, PDF, TXT or read online on Scribd

Business Analyst (Siebel 7.

7)

Module 11: Controlling Access to Views

Module Objectives
After

completing this module you will be able to:

Describe the role of responsibilities Describe the relationships among views, users, and responsibilities
Why

you need to know

To effectively use Siebel eBusiness Applications, you need to understand how access to views is controlled

Responsibility and Views

Some of the Access Control mechanisms for controlling access to views by job function in the Siebel application

Employee/User

Responsibility

Position

Organization

Login

Views

Job Function

Each job function has a set of views required to complete the job
Field Sales Rep
Opportunities

CFO
Forecasting

Customers

Orders

Channel Partners Call Center Agent


Service Requests

Opportunities

Responsibility

Is the set of views associated with a job function Determines the views to which the employee has access Is also assigned to all users of the application including
Partner users Web customer users

Views associated with the Call Center Manager responsibility

Views and Responsibilities

A view can be included in one or more responsibilities

Call Center Manager and Universal Agent responsibilities share a common set of views

Users and Responsibilities

Users can be assigned to one or more responsibilities

Alex West is assigned to both responsibilities: Call Center Manager and Universal Agent

User Experience

Site Map shows the union of all screens and views for users assigned responsibilities

User Experience Continued

Application displays only a subset of all the accessible screen and view tabs
Each responsibility has a set of screen and view tab layouts defined Subset improves user experience by highlighting the most commonly used screens and views

Users with multiple responsibilities see the default layout defined for their primary responsibility Users can override these defaults to customize the layout using User Preferences

References to Views

If a view is not included in a users responsibility:


The view does not appear in the:

Site Map Link bar Visibility filter View tabs

Drilldown to the view is disabled

If a user does not have access to any of the views in a screen, the screen does not appear
Screen tabs Site Map

Review: Users, Views, and Responsibilities

Responsibilities determine the set of views to which a user has access Views are associated with one or more responsibilities Users are assigned to one or more responsibilities A user sees the union of all associated views when he or she logs in

Summary
This

module showed you how to:

Describe the role of responsibilities Describe the relationships among views, users, and responsibilities

Lab

In the lab you will:


Explore responsibilities and views for different users

You might also like