Bookshelf v7.5.2: Visibility Establishment Process

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Visibility Establishment Process

This section briefly discusses visibility establishment. Visibility refers to the level of access users have to the content of the application.

After a successful logon to the DBMS, the Siebel application engine locates the user's database logon ID in the Employee business component in the Siebel applications. The employee records may be viewed and maintained in Siebel applications by anyone with administration access rights in the Application Administration screen.

Each employee record has a Login Name value assigned, which is the same as that person's database username. This value makes it possible for the system to access the user's Employee record following database logon. Each employee record also has a Position field and a Responsibility field. These two fields (each of which can hold multiple values), in addition to the user logon, establish visibility for that user. Visibility refers to the set of access rights that identify the portions of the application and data that are visible to specific employees (users). The roles of Responsibility, Position, and Login Name are explained briefly as follows:

Responsibility. A user can have one or more responsibilities assigned. A responsibility is a class of multiple users who require access to the same set of application features. A user's responsibility (or set of responsibilities, if more than one) identifies the views to which the user can navigate in Siebel applications. When a user's responsibility does not include a specific view, the ability to navigate to that view (using menu options, screen tabs or drilldown features in other views) is disabled.

Login Name. The user's login name is registered in records that the user creates, thereby providing Personal visibility to these records. In some business components, such as Contact, it is also possible for an authorized user to assign Personal visibility to a particular user.

Position. A user can have one or more positions assigned. The position describes the person's job title in the organization, such as Marketing Assistant, Lead Engineer, or Call Center Agent. The user's position may appear in the Sales Team for particular records, which provides Sales Team visibility to those records. Sales Teams are updated through the territory assignment process in Siebel Assignment Manager. The position is also used in determining if the user supervises persons who have visibility to particular records. In this case, the user has Manager visibility to those records.

In addition to visibility rules, which establish the user's access rights to records through a network to which the user is directly connected, there are routing rules. The routing rules specify which records are to be propagated to mobile users. For example, routing rules may limit a particular user to receiving only certain accounts, thereby eliminating the unnecessary transmission of records for which the user has no need.

For further information about authentication and routing rules, see Security Guide for Siebel eBusiness Applications and Siebel Remote and Replication Manager Administration Guide.