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Siebel Analytics Installation and Configuration Guide > Applications User Authentication and Security Setup > Analytics Applications Specific Security Groups >
Partner Relationship Management Security
Siebel PRM Analytics incorporates the concept of role-based analytics. Role-based analytics provides brand owners the ability to display dashboards and pages to users based on their specific roles. For example, a sales manager would have the ability to view dashboards related to pipeline and sales effectiveness, whereas the marketing manager would have the ability to view dashboard related to campaigns. Siebel PRM Analytics also includes flexible security mechanisms to control access to subject areas and to data.
The Analytics roles map to Siebel Responsibilities in the Siebel operational application. This section describes the roles and associated dashboards and pages for both partner Manager and Partner Portal applications. It also includes subject area and data-level security settings for responsibilities.
Partner Manager Role-Based Dashboard Mapping
Table 24 provides the dashboard and page tab mapping for specific responsibilities in the Siebel PRM Partner Manager application.
Partner Portal Role-Based Dashboard Mapping
The dashboard and page tab mapping for specific responsibilities in the Siebel PRM Partner Portal application are shown in Table 25.
PRM Analytics Subject Area Mapping
Using Siebel PRM Analytics, you can conduct ad hoc queries based on your responsibilities. Ad hoc queries are built by the user, based on columns in subject areas in the Analytics application. By restricting visibility to subject areas based on responsibilities, Siebel PRM Analytics provides brand owners a flexible way to deploy role-based analytics. Details regarding securing subject areas are provided in the section Applications User Authentication and Security Setup.
The subject area visibility for responsibilities in Partner Manager are shown in Table 26.
Table 26. Responsibilities for PRM Partner Manager Analytics X indicates that subject area is visible for the user holding that responsibility
The subject area visibility for roles in Partner Portal is shown in Table 27.
PRM Analytics Data-Level Visibility
Siebel PRM Analytics also provides brand owners the ability to restrict security based on the user's organization or position. This security mechanism makes sure that one user does not have access to another user's data. It also makes sure that one partner does not have access to another partner's data. Data-level security is administered for responsibilities. Details regarding setting up data-level visibility are provided in the section Applications User Authentication and Security Setup.
Table 28 shows the data-level security settings included for the responsibilities in Partner Manager and Partner Portal.
By default, 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
- In the Siebel Analytics Administration Tool, go to Tools > Manage Security.
- Click on Hierarchy.
- Make the two security groups (Partner Service Representative and Partner Sales Representative) members of the Primary Org-Based group.
- Remove the groups from the Primary Position-Based group.
- Exit the Administration Tool.
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Siebel Analytics Installation and Configuration Guide Published: 09 September 2004 |