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About Planning for Organizations

Organizations are designed to represent the broadest divisions of your company. An organization controls the data access of the employees that are assigned to it. Organizations can be internal, or they can be external (in the case of Siebel Partner Relationship Manager).

The organization associated with the employee's active position determines visibility for the employee. Conversely, the organizations that are associated to the employee, such as using the Employee Organization field in the Employee business component, determine visibility to the employee record for this employee.

Setting up organizations is an optional step in your implementation. If you are upgrading from a previous version of your Siebel application, all the data is automatically assigned to one default organization. With one organization, there is no impact on visibility and data access. However, if you want to divide your company into multiple structural units, you can create multiple organizations.

You might want to delegate administration of users to organizations that access only their users. To do this, you must configure the appropriate views using Siebel Tools. For more information on configuring views, see Configuring Siebel Business Applications.

The following are best practices for working with organizations:

• Merging organizations is not recommended. Because many business objects are configured for multiple-organization access control, you might disrupt these relationships to a significant extent and get unexpected results.
• It is recommended that you do not change the name of the default organization, which is Default Organization. This record is seed data that is referenced in many places. If your company decides to change the default organization name, the name must be unique from any other organization or division name. References to Default Organization in other locations must also be changed.

  For example, if you are using Siebel Assignment Manager, you might have to rename references in assignment objects to the new name for the default organization. For more information, see Siebel Assignment Manager Administration Guide and Configuring Siebel Business Applications.

NOTE:  You cannot delete organization records. Business components throughout your Siebel application refer to organization records. Deleting an organization could cause invalid references on transaction records. This could lead to unexpected negative results, such as valid data not appearing in the user interface.

Related Topics

Planning for Access Control

About Planning for Divisions

About Planning for Positions

About Planning for Responsibilities