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Security Guide for Siebel eBusiness Applications > Access Control > Planning for Access Control >

Setting Up Organizations

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This section and those that follow explain the common tasks for defining a company structure in your Siebel application. These include tasks for defining organizations, divisions, responsibilities, and positions.

Organizations are designed to represent the broadest divisions of your company. An organization controls the data access of the employees that are assigned to it. Organizations can be internal, or they can be external (in the case of Siebel PRM).

The organization associated with the employee's active position determines visibility for the employee. Conversely, the organizations that are associated to the employee, such as using the Employee Organization field in the Employee business component, determine visibility to the employee record for this employee.

Setting up organizations is an optional step in your implementation. If you are upgrading from a previous version of your Siebel application, all the data is automatically assigned to one default organization. With one organization, there is no impact on visibility and data access. However, if you want to divide your company into multiple structural units, you can create multiple organizations.

You may want to delegate administration of users to organizations that access only their users. To do this, you must configure the appropriate views using Siebel Tools. For more information on configuring views, see Siebel Tools Reference.

The following are best practices for working with organizations:

Merging organizations is not recommended. Because many business objects are configured for multiple-organization access control, you may disrupt these relationships to a significant extent and get unexpected results.
Changing the name of the default organization, which is Default Organization, is not recommended. This record is seed data that is referenced in many places.

If your company decides to change the default organization name, the name must be unique from any other organization or division name. References to Default Organization in other locations must also be changed.

For example, if you are using Siebel Assignment Manager, you may need to rename references in assignment objects to the new name for the default organization. For more information, see Siebel Assignment Manager Administration Guide and Siebel Tools Reference.

NOTE:  You cannot delete organization records. Business components throughout your Siebel application refer to organization records. Deleting an organization could cause invalid references on transaction records. This could lead to unexpected negative results, such as valid data not appearing in the user interface.

To set up an organization

From the application-level menu, choose View > Site Map > Group Administration > Organizations.

The Organizations view appears.

In the More Info form, add a new record and complete the necessary fields.

Some fields are described in the following table.

Field	Guideline
Parent Organization	If this organization is a suborganization, select the parent organization. This allows an organization to be associated with another organization.
Partner Manager Position	Used for Siebel PRM. Person in the organization who manages the relationship of that particular channel partner. Used in fund requests as the default value in the "Assign to" column.
Partner Flag	Used for Siebel PRM. When selected, indicates that the organization represents an external enterprise that is a partner of your company.

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