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Limiting Access to a View by Modifying a Responsibility That Contains a Routing Model Suffix

One technique that you can use to limit the views that are available to a user is to make sure that a responsibility that includes Routing Model as the suffix in the responsibility name includes views to which the user must not have access. Provided that each user is assigned to a Routing Model responsibility, using this technique limits access for the user to the applicable views. If you use this technique, then it is not necessary for you to inspect local access settings for other responsibilities.

To limit views by modifying a responsibility that contains a routing model suffix

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

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

2. Navigate to the Administration - Application screen, and then the Responsibilities list.
3. To locate the responsibilities that contain the routing model suffix, you do the following:
   1. Click Query.
   2. Enter the following value the Responsibility field:

   *Routing Model*

   3. Press Enter.

      Siebel CRM displays the following responsibilities, each of which includes the Routing Model suffix:

   • Sales Representative Routing Model
   • Sales Manager Routing Model
   • Minimal Data Routing Model
   • Analyst Routing Model
4. In the Views list, add a view to the responsibility to which the user must not access.
5. Make sure the Local Access check box does not contain a check mark for the view you added in Step 4.
6. To limit access to more views, repeat Step 4 and Step 5, as necessary.