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About Marketing Responsibilities and Access Groups

This section contains the following topics:

• About Marketing Responsibilities
• Modifying Privileges for Marketing Access Groups
• Assigning Marketing Users to Access Groups

About Marketing Responsibilities

Siebel Business applications provide a set of Marketing responsibilities that contain the full set of active views. These responsibilities are divided into core responsibilities and add-on responsibilities.

• Core responsibilities. Base user responsibilities that serve as a starting point for any Marketing user. Typically, a user has only one core Marketing responsibility from this list. The following is a list of core responsibilities:
  • Campaign Administrator
  • Campaign Agent
  • Events Manager
  • Marketing Executive
  • Marketing Planning Manager
• Add-on responsibilities. Support additional modules that certain users may need depending on their job description. These responsibilities are intended to be added to a core responsibility. They do not include common screens such as Accounts and Contacts because a core responsibility provides these screens. Because these are added to core responsibilities, you can assign a user multiple add-on responsibilities.

  The following is a list of add-on responsibilities:

  • Marketing Admin
  • Marketing Analytics User
  • Marketing Program Manager
  • Segmentation User
  • Web Marketing User

The Segmentation User responsibility is used for Analytics integration. Any user that needs to access the Segment Designer or List Format designer must have this responsibility. Also, make sure that the same responsibility is associated to the segmentation catalog and other marketing server metadata in the Analytics repository.

TIP:   If you create custom views, you may want to create new add-on responsibilities for these views, instead of adding these views to the standard responsibilities. During future upgrades, this helps you identify custom views that you created.

Modifying Privileges for Marketing Access Groups

Siebel Marketing restricts the use of some buttons in the user interface (and their underlying methods) to those users assigned to Marketing access groups. This makes sure that unauthorized users cannot perform functions that they are not trained to perform. Marketing Access Groups can be used to restrict use of any button or menu item on any applet.

Siebel Marketing provides the following preconfigured access groups:

• Marketing Administrators
• Marketing Managers
• Marketing Users

Table 6 lists the functionality available to each access group.

To modify the Marketing access privileges for an applet

1. Login to Siebel Tools.
2. In the Object Explorer, select Applets.
3. Select the applet, such as Campaign Execution Status List Applet, for which you want to modify access.
4. In the Applet User Properties, in the Marketing Access Group user property, add or delete access groups. Use the following syntax for each user property entry:

   Name	Value
   Marketing Access Group <n>	"<method name>", "<access group 1>", "access group 2>", and so on

   NOTE:  N is an integer such as 0, 1, 2, and so on, for each method to be restricted.

   For example, the Campaign Execution Status List Applet has the following user properties in the standard repository:

   Name	Value
   Marketing Access Group 0	"PromptPurgeLoad", "Marketing Administrators"
   Marketing Access Group 1	"PromptSuspendWave", "Marketing Administrators", "Marketing Managers"
   Marketing Access Group 2	"PromptLaunchWave", "Marketing Administrators", "Marketing Managers"

5. To add or remove an access group for a specific method, add or remove the access group name from the comma separated list in the user properties.

If required, you can create additional access groups for your organization.

To create a new Marketing access group

1. Navigate to Administration - Groups screen > Access Groups.
2. In the Access Groups list, click New.
3. In the new record, enter an Access Group name and, from the Type drop-down list, select Access Group.
4. Review the applets in the application for which you want to enable or disable a button, menu item, or other control that invokes a method.
5. For each applet, modify the applet user properties to refer to the new access group.

Assigning Marketing Users to Access Groups

You must perform this setup task to make sure your Marketing users have access to the appropriate functionality. You assign the users to access groups based on the position of each user. For more information about access groups, see Siebel Security Guide.

To assign Marketing users to access groups

1. Navigate to Administration - Group screen > Access Groups.
2. In the Access Groups list, in the Name field, query for Marketing*.

   NOTE:  At least two access groups (Marketing Administrators and Marketing Managers) appear.

3. In the Access Groups list, select Marketing Administrators.
4. In the Party list, add the positions for your administrators.

   For example, Siebel Administrator and Marketing Administrator positions.

5. In the Access Groups list, select Marketing Managers.
6. In the Party list, add the positions for your marketing managers.

   For example, Marketing Analysts, Program Managers, and so on.

   NOTE:  You must add positions as access group members, not User List or Organization.

7. Restart the client for this change to be effective.