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12ESS - Access To Views

This module discusses controlling access to views in Siebel applications. It describes how access is determined by responsibilities, which are sets of views associated with different job functions. Administrators can associate users and employees with specific responsibilities to control which views they have access to. Additional configuration options like read-only flags, local access flags, and tab layouts further customize the user experience and access to views.

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35 views24 pages

12ESS - Access To Views

This module discusses controlling access to views in Siebel applications. It describes how access is determined by responsibilities, which are sets of views associated with different job functions. Administrators can associate users and employees with specific responsibilities to control which views they have access to. Additional configuration options like read-only flags, local access flags, and tab layouts further customize the user experience and access to views.

Uploaded by

AkhamiePatrickOshioke
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
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Essentials (Siebel 7.

7)

Module 12: Controlling


Access to Views
Module Objectives

 After completing this module you will be able to:


 Describe Access Control
 Describe the role of responsibilities
 Describe the administrative tasks associated with
managing a responsibility

 Why you need to know


 To effectively use Siebel applications, you need to
understand how access to views is controlled

Module 12: Controlling Access to Views 2 of 24


Access Control
 Consists of a set of mechanisms to determine what an
authenticated user should have access to within a Siebel
application
 Determines access to:
 The Siebel application UI (views)
 Data (records)
 Includes concepts such as:
 Position
 Organization
 Login ID or user ID
 Responsibility
 View Access Control
 Specialized visibility filtering views
 Business Component View Mode

Module 12: Controlling Access to Views 3 of 24


Job Function
 Different job functions require different sets of views required to
perform the job

Field Sales Rep Customers


CFO
• Opportunities
• Forecasting

• Orders

Call Center Agent

• Service Requests
• Opportunities

Channel Partners

Module 12: Controlling Access to Views 4 of 24


Access to Views
 Is controlled through responsibilities
 Provides users with just the views needed to do their jobs

Responsibility Views

User User ID

Is assigned Provides
to access to

Module 12: Controlling Access to Views 5 of 24


Responsibility
 A responsibility is a set of views associated with a job function
 Siebel applications come with a number of predefined (seed)
responsibilities that cannot be modified
 Custom responsibilities may be created to suit business needs

Set of views
associated with
the Call Center
Manager
responsibility

Module 12: Controlling Access to Views 6 of 24


Responsibility Continued
 Employees/users can be assigned to one or more
responsibilities
 One responsibility is designated by the administrator as the
primary responsibility
 By default, it is the first responsibility assigned to the user

Responsibilities
assigned to Ed
Holden, one is
primary
Module 12: Controlling Access to Views 7 of 24
Responsibilities and Views
 A view may be included in one or more responsibilities

Call Center Manager and


Universal Agent responsibilities
share a common set of views

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Associate Views with Responsibilities
 Navigate to Administration – Application > Responsibilities

1. Add a new
responsibility
record

2. Add desired
views

Module 12: Controlling Access to Views 9 of 24


Associate Users to a Responsibility
 Navigate to Administration – Application > Responsibilities

1. Create or
query for the
desired
responsibility

2. Add users to
the Users list
applet

Module 12: Controlling Access to Views 10 of 24


Associate Responsibilities to an Employee
 Navigate to Administration – User > Employees view

1. Create or
query for the
employee
record

2. Add responsibilities
using the Responsibilities
shuttle applet

Module 12: Controlling Access to Views 11 of 24


Associate Responsibilities to an Employee Continued
 Considerations for creating employees as an administrator
 Set your New Responsibility field to a value that applies to a
group of employees
 When new employees are created, the responsibility defaults to that
value in your New Responsibility field
 Default value is Siebel Administrator

Value defined is Call


Center Manager

Created records
default to Call Center
Manager
responsibility

Module 12: Controlling Access to Views 12 of 24


User Experience
 Site Map shows the union of all screens and views available to
users through assigned responsibilities

Module 12: Controlling Access to Views 13 of 24


User Experience Continued
 If a view is not included in a user’s responsibility:
 The view does not appear in the:
 Site Map
 Link bar
 Visibility filter
 View tabs
 View links on the screen home page
 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 on:
 Screen tab bar
 Site Map

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Additional Tasks Related to Responsibilities

Read Only View Flag

Local Access Flag

Tab Layout

Tasks Display

Module 12: Controlling Access to Views 15 of 24


1/4

Read Only View Flag


 Specifies the view as read-only for the selected responsibility
 Prevents users associated with this responsibility from creating
or modifying data in this view
 Note: If a user is associated with another responsibility that allows
editable access to data in the view, this takes precedence
 To administer, navigate to Administration - Application >
Responsibilities view
 Set the Read Only View property in the Views applets
 Set on a per-responsibility basis
Set Read
Only flag to
prevent data
modification
in this view

Module 12: Controlling Access to Views 16 of 24


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Local Access Flag


 Determines whether the view can be accessed by a Siebel
Mobile Web Client when connected to a local database
 Assumes view is included in one of their responsibilities
 Set the Local Access flag for the view to True (checked)
 Can also be set in different places
Set Local Access flag to
make these views
available when using the
Mobile Web Client

Module 12: Controlling Access to Views 17 of 24


3/4

Tab Layout
 Tab layout can determine:
 The sequencing of a screen or view on the tab bar
 Whether or not a screen or view is hidden
 User sees a subset of screens and views
 Default view for a given screen

Screen tab
order for the
Call Center
application

Accounts Home
is the default
view for a given
screen

Module 12: Controlling Access to Views 18 of 24


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Tab Layout Administration


 To specify a tab layout for a responsibility, navigate to
Application – Administration > Responsibilities > Tab Layout
view
 Is implemented on the user’s primary responsibility
 Can be overridden by the user in Tools > User Preferences >Tab
Layout view
 Can be used to copy tab layout from one responsibility to
another

Module 12: Controlling Access to Views 19 of 24


3/4

Tab Layout Administration Continued


 In Application – Administration > Tab Layout, specify the
following:
1. Select the
responsibility

2. Select the
application

3. Define the
sequence order
of screens and
hide, if needed

4. Define the
sequence order
of screens, select
default view, and
hide, if needed

Module 12: Controlling Access to Views 20 of 24


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Tasks Display
 Tasks are associated with the user’s primary responsibility
 The My Tasks applet appears on the application Home page
 Allows the user to navigate to common tasks quickly and easily
Drill down on Task

Module 12: Controlling Access to Views 21 of 24


4/4

Tasks Display Continued


 To configure tasks for a responsibility:
 Select the appropriate responsibility
 Select the Tasks tab

Display sequence

Name (not Caption displayed to Drilldown destination view


displayed to the user
the user)

Module 12: Controlling Access to Views 22 of 24


Summary

 This module showed you how to:


 Describe Access Control
 Describe the role of responsibilities
 Describe the administrative tasks associated with
managing a responsibility

Module 12: Controlling Access to Views 23 of 24


Lab
 In the lab you will:
 Explore responsibilities and views for different users
 Perform administrative tasks related to responsibilities, views, and
users

Module 12: Controlling Access to Views 24 of 24

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