About Access and Responsibilities in the Siebel Application

You are assigned an employee login on the server with a unique ID and password. The login assigned to you defines your job responsibilities, and the data you can access to fulfill those responsibilities, when you log in to the Siebel application.

Responsibilities are defined for you by your Siebel administrator. They determine the collection of views you see. For example, if you are a sales manager, then you need views to manage your team's accounts, contacts, and opportunities, but your sales representatives do not need these views.

A position is the basis for determining the data you can access. It allows you to see certain records but not other records. The position represents an assigned job title within an organization. By assigning you a position (job title), the Siebel administrator can determine the set of data you see. For example, a South American vice president of sales does not see the same data as a North American sales representative.

The following factors can determine the records you see:

• A record can be assigned an owner, meaning that it can be assigned to only one person. Only the owner of the record can see it. This type of record is called a personally owned record because only one user can own the record.

• A record can be assigned to a team. Only the people who are team members in the team for the record can see the record.

• Companies can distribute records by organization. For example, users in the South American region of an organization see only records for South America. Companies with channel partners can also use organizations to partition data, allowing their partners to access only the data that they need.