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Changing the Security Group from Position-Based to Organization-Based in Analytics

By default in Siebel PRM Analytics, Partner Service Representative and Sales Representative have been set up for Primary position-based security. Some deployments may choose to change it to Organization-based security, using the following procedure.

To change the security group from Position-based to Organization-based

1. In the Server Administration Tool, go to Tools > Manage Security.
2. Click on Hierarchy.
3. Make the two security groups (Partner Service Representative and Partner Sales Representative) members of the Primary Org-Based group.
4. Remove the groups from the Primary Position-Based group.
5. Exit the Server Administration Tool.