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Sales Analytics Security Settings
Siebel Sales Analytics defaults to the following data-level visibility for certain responsibilities, as shown in Table 19.
Responsibilities and Data-Level Visibility in Siebel Analytics Applications
The visibility restrictions imposed vary by responsibility and by logical subject area.
- The Sales Manager has different visibility restrictions imposed in the Forecasting subject area than in the Pipeline, Customers, Orders, and Products subject areas.
- In general, users with the VP of Sales Analytics responsibility have no data-level security imposed, while those with the Sales Manager Analytics or Field Sales Representative Analytics responsibilities have primary-position security imposed.
- In primary position security, only those opportunities, orders, or forecasts owned by the user or the user's subordinates are visible to the user.
For a description of data-level security, see Integrated Security for Responsibilities and Groups in Siebel Analytics Applications and Security Guide for Siebel eBusiness Applications.
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Siebel Analytics Installation and Configuration Guide, Version 7.7, Rev. A Published: 11 March 2004 |