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Position-Based Access Control

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A position is a job title in a division of an internal or partner organization. A position hierarchy represents reporting relationships among positions. Positions provide an appropriate basis for access control in many scenarios, because a position in an organization is typically more stable than the individual's assignment to the position.

Customer data and some types of referential data can be associated with one or more positions. If individual data can be associated with a position, then you can apply position-based access control to the data by one or more of the following means:

Single-position access control. You can associate a single position to individual data records.
Team-based access control. You can associate multiple positions, in the form of a team, to individual data.
Manager access control. You can grant access concurrently to data associated with a position and data associated with subordinate positions in a reporting hierarchy.

An employee or partner user can be associated with one or more positions, of which one can be the active position at a given time. All position-based access control for an employee or partner user is determined by the active position.

One of the user's positions is designated as the primary position. When a user logs in, the primary position is the active position. To make a different position the active position, one of the following must happen:

An employee must designate another position as the active position, from the User Preferences screen.
A partner user must designate another position as the primary position, and then log in again.
You can configure an agent who uses Siebel CTI to automatically change positions based on the data provided for an incoming call.

For information about Siebel CTI and related modules, and about setting up agents, refer to Siebel Communications Server Administration Guide.

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