Siebel Security Guide > Configuring Access Control > Access Control Mechanisms >

About Position Access Control

A position is a job title in a division of an internal or partner organization. A position hierarchy represents reporting relationships among positions. Positions provide an appropriate basis for access control in many scenarios, because a position in an organization is typically more stable than the individual's assignment to the position.

Customer data and some types of referential data can be associated with one or more positions. If individual data can be associated with a position, then you can apply position access control to the data by one or more of the following means:

• Single-position access control. You can associate a single position to individual data records. For details, see About Single-Position Access Control.
• Team access control. You can associate multiple positions, in the form of a team, to individual data. For details, see About Team (Multiple-Position) Access Control.
• Manager access control. You can grant access concurrently to data associated with a position and data associated with subordinate positions in a reporting hierarchy. For details, see About Manager Access Control.

An employee or partner user can be associated with one or more positions, of which only one can be the active position at a given time. All types of position access control for an employee or partner user are determined by the active position.

One of the user's positions is designated as the primary position. When a user logs in, the primary position is the active position. To make a different position the active position, one of the following must happen:

• An employee must designate another position as the active position, from the User Preferences screen.
• A partner user must designate another position as the primary position, and then log in again.
• You can configure an agent who uses Siebel CTI to automatically change positions based on the data provided for an incoming call.

  For information about Siebel CTI and related modules, and about setting up agents, see Siebel CTI Administration Guide.

Related Topic

Access Control Mechanisms