Siebel Product Administration Guide > Basic Product Administration > Process of Creating Simple Products >

Setting Up User Access To a Product

You must set up user access to allow the user to select a product for a quote or to see the product in a catalog. The catalog administrator creates product catalogs, which contain product categories. The catalog administrator sets up access controls by assigning access groups to the catalog and to the categories. For information about creating catalogs and categories and giving users visibility to them, see Siebel Order Management Guide.

The product administrator assigns products to catalogs and categories. You can assign a product to more than one category, and thus more than one catalog.

Until you assign a product to at least one category, the product does not display in the following places:

• On eSales Web pages. When customers buy your products through the Web, they cannot see the product.
• While browsing catalogs. When salespeople click the Browse Catalog button to view products in catalogs, they cannot see the product.

NOTE:  For products with components, you must give users access to the product with components and all its components. To accomplish this, first assign the product with components and its components to the same product category or to categories that have the same access groups. Then assign users who will configure the product to these access groups. If the users in the access groups differ across components, these users will not be able to configure the product with components correctly.

The recommended method for assigning users to access groups is to assign the users to organizations and then assign the organizations to the access groups.

This task is a step in Process of Creating Simple Products.

To set up user access

1. Navigate to the Administration - Product screen, and then the Products view.
2. In the Products list, select the desired product.
3. Click the Category view tab.
4. Add a new record to the Category list.

   A dialog box appears that lists all the currently defined categories.

5. Select a category from the dialog box.
6. Repeat Step 4 and Step 5 to add all the categories needed to give users visibility to this product.