Siebel Order Management Guide Addendum for Communications > Creating Communications Promotion Groups > Process of Managing Promotion Groups >

Accessing the Promotion Group Components

To perform tasks on behalf of the promotion group owner and the promotion group subscribers, you must access the view in which the promotion group components are displayed and operations involving the promotion group components are enabled. To access the components of a promotion group, follow this procedure.

This task is a step in Process of Managing Promotion Group Members.

To access the components of a promotion group

1. Navigate to the Accounts screen, then the Accounts List view.
2. Find the account for the promotion group subscriber who is requesting an operation involving the promotion group components, and click the link in the Account Name field.

   The Account Summary view appears.

3. If necessary, update the Customer Dashboard by performing the following steps:
   1. Click the View menu.
   2. Choose the Update Customer Dashboard menu option.
4. In the Installed Assets list, select the promotion group that you want to manage, and click the link in the Product field.

   The Promotion Groups screen appears.

5. Click the Restricted Components view tab.

   The Restricted Components view allows you to manage the promotion group components on behalf of the subscribers. Your Siebel application determines the account context of the subscriber who is requesting the change from the Customer Dashboard, and it applies the access control rules for that account to the Restricted Components view. If the account has the necessary access permissions, then the required options are enabled. For more information about promotion group subscriber access rights, see Promotion Group Access Control Reference.