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

Defining Responsibilities and Adding Views and Users

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Responsibilities determine which views users have access to. For example, the System Administrator responsibility allows access to all views. Defining responsibilities lets you limit user access to views, and therefore to your Siebel application's information and functions. You must assign responsibilities to all users. Without a responsibility, a user cannot use the Siebel application, because that user cannot access any views.

Use responsibilities provided as seed data where applicable. Define any additional responsibilities you require that correspond to the major job functions in your organization.

For example, you might create responsibilities for the marketing administrator, the sales manager, and sales representatives. The sales representative responsibility might have access to all views except those reserved for sales management, marketing administration, and applications administration. The sales manager responsibility might have access to the same views as the sales representative, plus the sales manager views, and so on.

To define a responsibility, you must specify which views are available to that responsibility. You can use the seed responsibilities that come with your Siebel application. These can be copied and then customized.

NOTE:  You cannot modify or delete the seed responsibilities. For instance, you cannot change the SADMIN responsibility. You can copy the seed responsibilities and modify the copies.

When you are defining responsibilities, consider the following issues:

You should grant access to the System Preferences view to only a selected group of administrators. End users should not be given access to the System Preferences view. System preferences control many things throughout the system, for example server logic and processing for Siebel Remote and Territory Assignment.
You should not add Administration views to responsibilities associated with end users. Likewise, you should limit access to the Master Forecasts, Mobile Web Clients, Responsibilities, Views, and Territories views. The work performed with these views has far-reaching implications for the entire application.
You may want to hide access to license keys by deleting the license key-related views from a user's responsibility. For more information, see Applications Administration Guide.
If you add the Internal Division View to a user's responsibility, all organizations in the Organizational picklist are displayed. By default, only the organization the user belongs to appears in this list.
If you log into the application through the normal Siebel Web Client, you can add new views to responsibilities in the Application Administration > Responsibilities view.

However, if you log into the application through the Siebel Dedicated Web Client or the Siebel Mobile Web Client, the New button in the View applet of the Responsibilities view is unavailable. To activate the button, so you can add views to responsibilities, start the Dedicated or Mobile Web Client with the command-line option /editseeddata.

For example, instead of starting the application with the following command:

siebel.exe /c c:\sea752\client\bin\ENU\siebel.cfg

an administrator can start the application with this command:

siebel.exe /c c:\sea752\client\bin\ENU\siebel.cfg /editseeddata

CAUTION:  Before using the /editseeddata command-line option, you must fully understand the impact this feature may have upon your data.

To define a responsibility and add views and users

From the application-level menu, choose View > Site Map > Application Administration > Responsibilities.

The Responsibilities view appears.

NOTE:  By default, the Responsibilities view shows all responsibilities, regardless of organization. However, you may want to configure new views in Siebel Tools that restrict the visibility to responsibilities. For more information on configuring views, see Siebel Tools Reference.

In the Responsibility list, add a new record and enter a name and description for the responsibility.
In the Organization field, select an organization for the responsibility.
To add views, do the following:
In the Views list, add a new record.
Select the appropriate views in the Add Views dialog box and click OK.

NOTE:  You can also delete views from the Views list.

To add users, do the following:
In the Users list, add a new record.
Select the appropriate users in the Add Users dialog box and click OK.

NOTE:  You can also delete employees from the Users list.

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