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Siebel Finance Guide > Access Exceptions > Setting Access LevelsSiebel Finance uses access levels to grant customers access to different levels of research and literature. Setting a contact's access to a specific level allows that contact access and visibility to items and services that have the same or a lesser access level. To set a contact's access level
You can see access levels for companies and investors in much the same way. Simply navigate to the Companies screen > Companies List view and set the Access Level field as above. |
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Siebel Finance Guide |