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Allowing Users to Change the Primary on a Visibility Team

Siebel applications use visibility teams to determine what data is displayed in different views. There are both position- and organization-based visibility teams.

For example, the My Opportunity view is position-based; it shows opportunities where the user is on the Sales Team. The All Opportunities view is organization-based; it shows opportunities where the user's organization is on the organization team.

Both position- and organization-based visibility teams have primary members.

On position-based teams, the primary member is the only user who can delete the data. The primary member is also used occasionally in Forecasting and Analytics to determine which organization should be credited for certain metrics. On organization-based teams, the primary on the organization team is also important in measuring results on certain metrics.

The developer can either restrict the ability to change the primary team member to the manager of the primary on the position team, or give this ability to all users. By default, for position-based teams, only the primary's manager can change the primary. By default, for organization-based teams, any user can change the primary organization.

To change the default behavior, the developer must add a user property to the business component called MVG Set Primary Restricted, with the following syntax:

• Name: MVG Set Primary Restricted: [visibility mvlink name]
• Value: TRUE or FALSE

NOTE:  Users cannot directly delete the primary record from a position team. To delete the primary from the position team, you must go through a two-step process: first, designate a new member of the position team as primary, and then delete the original primary from the position team.