Siebel eFinance Guide > Access Exceptions > End-User Procedures >

Adding an Access Exception


End users can add access exceptions for literature using the Access Exceptions screen.

To add an access exception

  1. Navigate to the Access Exceptions screen.
  2. In the Access Exceptions list, add a record.
  3. Complete the fields that correspond to the type of access exception you want to record.

    Some fields are described in the following table.

    Field
    Comments
    Access Exception Type
    Types include List and Literature.
    Contact Name
    Indicates the contact name for which the exception was made.
    Employee Name
    Indicates the employee who created the exception.
    Investor
    Indicates the investor for which the exception was made.
    List
    Indicates the list for which the exception was made.
    Literature
    Indicates the literature item for which the exception was made.

    NOTE:  If your Siebel administrator has set up a workflow, data automatically appears in the appropriate fields.


 Siebel eFinance Guide 
 Published: 20 October 2003