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Changing the Security Group from Position-Based to Organization-Based in Analytics


By default in the Siebel PRM Analytics application, the responsibilities Partner Service Representative and Sales Representative have been set up for Primary position-based security. If your deployment requires a security group setup based on Organization, change the security groups using the following procedure.

To change the security group from Position-based to Organization-based

  1. In the Server Administration Tool, go to Tools > Manage Security.
  2. Click on Hierarchy.
  3. Make the two security groups (Partner Service Representative and Partner Sales Representative) members of the Primary Org-Based group.
  4. Remove the groups from the Primary Position-Based group.
  5. Exit the Server Administration Tool.
Siebel Business Analytics Applications Installation and Administration Guide