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Using Access Groups to Filter Objects

Access groups enable you to restrict visibility to various objects. By adding an access group to catalogs, you can filter objects by using the user's access group, division, or organization. Using access groups, you can also filter catalogs and corresponding response templates and solutions. For more information about access groups, divisions, and organizations, see Siebel Security Guide.

To assign an access group to a catalog

1. Navigate to the Administration - Catalog screen, then the Catalog Administration view.
2. In the Catalogs list, select the appropriate catalog, and click the link in the Name field.
3. Click the Access Groups view tab, and create a new record.
4. In the Add Access dialog box, select the groups that need visibility to this catalog and click OK.

   NOTE:  You can create new access groups in the Access Group screen.

5. Click the Private Flag field.

Assigning Access Groups to Categories

By adding an access group to categories, you can filter objects by using the user's access group, division, or organization. Using access groups, you can also filter categories and corresponding response templates and solutions.

To assign an access group to a category

1. Navigate to the Administration - Catalog screen, then the Catalog Administration view.
2. In the Catalogs list, select the appropriate catalog, and click the link in the Name field.
3. Select an existing category or create a record and complete the fields.
4. Click the Access Groups view tab, and create a new record.
5. In the Access Group dialog box, select the groups that need visibility to this category and click OK.

   NOTE:  You can create new access groups in the Access Group screen.