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Administering Positions, Organizations, Households, and User Lists

Access groups are made up of positions, organizations, households, and user lists.

About Administering Positions

You must do the following administrative tasks with positions:

• Create positions.
• Associate positions with employees and partner users.
• Maintain position hierarchies.

About Administering Organizations

The Organization group type includes organizations, divisions, and accounts. You must do the following administrative tasks with organizations:

• Create divisions and accounts.
• Promote divisions to organizations.
• Maintain division hierarchies.
• Associate positions with divisions and with partner organizations.

About Administering Households

You must do the following administrative tasks with households:

• Create households.
• Associate contacts with households.
• Maintain household data.

For information about administering households, see Siebel Applications Administration Guide.

Administering User Lists

You can group arbitrary users into user lists for the purpose of granting them access to data through access groups. Users in this context include contact users, employees, and partner users.

For information about user lists, see Access Control for Parties.

The following procedure describes how to create a user list.

To create a user list

1. Navigate to the Administration - Group screen, then the User Lists view.
2. In the User Lists list, add a new record.

   A new user list record appears.

3. Enter a name for the user list. Optionally, change the default entry for Group Type.
4. Save the record.

The following procedure describes how to modify a user list by adding or deleting users.

To add users to a user list

1. Navigate to the Administration - Group screen, then the User Lists view.
2. In the User Lists list, select a user list.
3. In the Users list at the bottom of the view, add a new record.
4. Select one or more users, and then click OK.

   The selected users appear in the Users list. If a user, such as a customer user, belongs to an account, the Account field populates automatically.

You can delete users from a user list similarly.