Siebel CRM primary organization based security is applied in partner subject areas. In Siebel partner application, primary organization is basically the partner organization that the partner user belongs to. Primary organization based security gives the partner user access to only the entities of which his partner organization is the primary owner organization.
Configuring Primary Organization Based Security
The session variable ORGANIZATION store the list organization ID that the user belongs to. It is initialized via the Init Block 'Orgs for Org-Based Security' when user logs in and then used as data filter in the primary organization based data security Duty Role.
BI Duty Roles Options
'Primary Org-Based Security' is the internal BI Duty Role to define data filter for primary organization based data security. And by default, it has the following members:
Partner Executive Analytics User
Partner Operations Analytics User
Partner Sales Manager Analytics User
Partner Service Manager Analytics User
These Duty Roles control the subject areas and dashboard content to which the user has access. As member of 'Primary Org-Based Security', they also ensure that the primary organization based data security filters are applied.
For more information about how to define new groups and mappings for Users and BI Roles, see How to Define New Groups and Mappings for Users and BI Roles.