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Siebel Finance Guide > Managing Access Exceptions > Setting Access LevelsSiebel Finance uses access levels to grant customers access to different levels of research and literature. Setting a contact's access to a specific level allows that contact access and visibility to items and services that have the same or a lesser access level. To set a contact's access level
You can see access levels for companies and investors by navigating to the Companies screen and then the Companies List view, and setting the Access Level field as in Step 2. Setting an Access Level for a List |
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