Siebel Partner Relationship Management Administration Guide > Setting Up Siebel PRM > Configuring Visibility >

Allowing Users to Change Primary on a Visibility Team


Siebel applications use visibility teams to determine what data will be displayed in different views. There are both position and organization based visibility teams.

For example, the My Opportunity view is position based; it shows opportunities where the user is on the Sales Team. The All Opportunities view is organization based; it shows opportunities where the user's organization is on the organization team.

Both position and organization based visibility teams have primary members.

On position based teams, the primary member is the only user who can delete the data. The primary member is also used in some cases in Forecasting and Analytics to determine which organization should be credited for certain metrics. On organization based teams, the primary on the organization team is also important in measuring results on certain metrics.

The developer can either restrict the ability to change the primary team member to the manager of the primary on the position team, or give this ability to all users. By default, for position based teams, only the primary's manager can change the primary. By default, for organization based teams, any user can change the primary organization.

To change the default behavior, the developer must add a user property to the business component called MVG Set Primary Restricted, with the following syntax:

  • Name: MVG Set Primary Restricted: [visibility mvlink name]
  • Value: TRUE or FALSE
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