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Administration Tasks for Positions, Organizations, Households, and User Lists

Access groups are made up of positions, organizations, households, and user lists. This topic describes the administration tasks associated with each of these access groups.

About Administering Positions

Perform the following administrative tasks for positions:

• Create positions.

  For information on this task, see Setting Up Positions.

• Associate positions with employees and partner users.

  For information on this task, see Adding a New Employee and About Adding a New Partner User.

• Maintain position hierarchies.

  For information on this task, see About Position Access Control and About Planning for Positions.

About Administering Organizations

The Organization group type includes organizations, divisions, and accounts. You must perform the following administrative tasks for organizations:

• Create divisions and accounts.

  For information on creating divisions, see Setting Up Divisions. For information on creating accounts, see Siebel Applications Administration Guide.

• Promote divisions to organizations and maintain division hierarchies.
• Associate positions with divisions and with partner organizations.

For information on creating organizations, see Setting Up Organizations. For information on planning for organizations, see About Organization Access Control and About Planning for Organizations.

About Administering Households

You must perform the following administrative tasks for households:

• Create households.
• Associate contacts with households.
• Maintain household data.

For information on these tasks, see Siebel Applications Administration Guide.

Administering User Lists

You can group arbitrary users into user lists for the purpose of granting them access to data through access groups. Users in this context include contact users, employees, and partner users. For information about user lists, see Access Control for Parties.

The following procedure describes how to create a user list and add users to it.

To create a user list

1. Navigate to the Administration - Group screen, then the User Lists view.

   The User Lists list appears.

2. In the User Lists list, add a new record.

   A new user list record appears.

3. Enter a name for the user list. Optionally, change the default entry for Group Type.
4. Save the record.
5. To add users to the user list you created, select the list.
6. In the Users list at the bottom of the view, add a new record.
7. Select one or more users, and then click OK.

   The selected users appear in the Users list. If a user, such as a customer user, belongs to an account, the Account field populates automatically.

You can delete users from a user list similarly.

Related Topic

Implementing Access-Group Access Control