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Security Guide for Siebel eBusiness Applications > Access Control > Creating and Administering Roles >

Creating Role-Based Personalization

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You can use roles to define which applets appear on an application home page. This allows you to:

Vary applets based on job function
Avoid complicated home pages
Optimize performance by minimizing unnecessary applets

The following is an example of restricting the Calendar Home Page To Do List based on roles. You can use it as a model for role-based personalization in your own applications.

To configure the Calendar Home Page To Do List applet based on roles

Log in as an administrator and choose View > Site Map > Personalization Administration > Applets.

A list of applets appears.

Select the Calendar Home Page To Do List applet.
Change the Conditional Expression to the following:

GetProfileAttr("Primary User Role Name") IS NULL OR
GetProfileAttr("Primary User Role Name") = 'Field Sales
Representative' OR GetProfileAttr("Primary User Role Name")=
'Sales Operations' OR GetProfileAttr("Primary User Role Name")
= 'Consultant' OR GetProfileAttr("Primary User Role Name")
= 'Project Manager'

This example restricts the Calendar Home Page To Do List applet to users not associated with any role or users associated with one of the following roles: Field Sales Representative, Sales Operations, Consultant, or Project Manager.

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