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Siebel Finance Guide > Managing Access Exceptions > Setting Access LevelsSiebel Finance uses access levels to grant customers access to different levels of research and literature. Setting a contact's access to a specific level allows that contact access and visibility to items and services that have the same or a lesser access level. To set a contact's access level
You can see access levels for companies and investors by navigating to the Companies screen > Companies List view, and setting the Access Level field as in Step 2. |
Siebel Finance Guide |