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Limiting Access to Views by Modifying Responsibilities


This topic describes how to limit access to a view by modifying the user responsibilities. For important caution information, see How Positions, Organizations, and Responsibilities Affect Access.

To limit access to views by modifying responsibilities

  1. Log in to the Siebel Server with administrator privileges.

    For more information, see Logging In to the Siebel Server as an Administrator.

  2. Identify the responsibilities that are assigned to this user:
    1. Navigate to the Administration - User screen, and then the Users view.
    2. Query the User ID field for the user that Siebel Remote must limit access.
    3. Click the select icon in the Responsibility field.
    4. Examine the Selected window to identify the responsibilities that are assigned to this user.

      You can assign a user to multiple responsibilities, and each of these responsibilities can include the same view. If the Local Access check box does not contain a check mark for the view in any of the responsibilities that are assigned to the user, then the view is not available on the remote client. In this situation, the view does not display in any navigation element on this client, including the Site Map.

  3. Identify the views that the user does not require.
  4. Navigate to the Administration - Application screen, and then the Responsibilities list.
  5. Query the Responsibility field for the primary responsibility that is assigned to the user.
  6. In the Views list, query the View Name field for the view that the user does not require.
  7. Make sure the Local Access check box does not contain a check mark.
  8. Repeat Step 6 and Step 7 for each additional view that the user does not require.
  9. Repeat Step 5 and Step 8 for each additional responsibility that is assigned to the user.
  10. Inform the user to log out, and then log back in to the remote client.

    For more information, see Updating a Responsibility.

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