Security Guide for Siebel eBusiness Applications > Access Control > Administering Access-Group Access Control >

Associating Access Groups with Data


The individual users in an access group are provided access to data by associating the access group with catalogs or categories of data.

Be aware of the following user interface behaviors related to associating an access group with a catalog or category:

Associating an Access Group with a Catalog

By associating an access group with a catalog of master data, you grant access to the data in the catalog to individual users in the access group.

NOTE:  For a catalog and all of its categories to be visible only to the access groups associated with it, the catalog's Private flag must be set.

To associate an access group with a catalog

  1. Choose View > Site Map > Catalog Administration > Access Groups.
  2. The Catalogs list appears.

  3. Select a catalog.
  4. In the Access Groups list, add a new record.
  5. A pop-up list appears that contains access groups.

  6. Select an access group, and then click Add.
  7. The access group appears in the Access Groups list.

  8. In the Access Groups list, click Save.
  9. Select an access group, and then click Add.
  10. The access group appears under the Access Group tab.

  11. Complete the following fields, using the guidelines provided in the following table, and then click Save.
  12. Field
    Guideline
    Admin
    Set this flag to allow users in this access group to administer the catalog.
    Cascade
    Set this flag to automatically associate this access group with the catalog's descendant categories (child, grandchild, and so on). The resulting behavior is that users in the access group have access to the data in the descendant categories.

You can disassociate an access group from a catalog similarly.

Associating an Access Group with a Category

By associating an access group with a category of master data, you grant access to the data in the category to individual users in the access group.

NOTE:  For a category and all of its subcategories to be visible only to the access groups associated with it, the category's Private flag must be set or the Private flag of the catalog or a category from which the category descends must be set.

To associate an access group with a category

  1. Choose View > Site Map > Catalog Administration > Access Groups.
  2. The Catalogs list appears.

  3. Drill down on a catalog name.
  4. The Categories list for the catalog appears.

  5. Click the Access Groups view tab.
  6. In the Access Groups list, add a new record.
  7. A multi-value group appears that lists access groups.

  8. Select an access group, and then click Add.
  9. The access group appears in the Access Groups list.

  10. In the Access Groups list, click Save.
  11. Select an access group, and then click Add.
  12. The access group appears under the Access Group tab.

  13. Complete the following fields, using the guidelines provided in the following table, and then click Save.
  14. Field
    Guideline
    Admin
    Set this flag to allow users in this access group to administer this category.
    Cascade
    Set this flag to automatically associate this access group with this category's descendant categories (child, grandchild, and so on). The resulting behavior is that users in the access group have access to the data in the descendant categories.

You can disassociate an access group from a catalog similarly. When an access group is disassociated from a category, it is automatically disassociated from all of the category's descendant categories.


 Security Guide for Siebel eBusiness Applications 
 Published: 23 June 2003