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About Marketing Responsibilities and Access Groups
This topic contains the following information:
About Marketing Responsibilities
Siebel Business applications provide a set of Marketing responsibilities that contain the full set of active views. These responsibilities are divided into core responsibilities and add-on responsibilities.
The Segmentation User responsibility is used for Business Intelligence integration. Any user who needs to access the Segment Designer or List Format designer must have this responsibility. Also, make sure that the same responsibility is associated to the segmentation catalog and other marketing server metadata in the Business Intelligence repository. TIP: If you create custom views, you can choose to create new add-on responsibilities for these views, instead of adding these views to the standard responsibilities. During future upgrades, this helps you identify custom views that you created.
Modifying Privileges for Marketing Access Groups
Siebel Marketing restricts the use of some buttons in the user interface (and their underlying methods) to those users assigned to Marketing access groups. This makes sure that unauthorized users cannot perform functions that they are not trained to perform. Marketing Access Groups can be used to restrict use of any button or menu item on any applet. Siebel Marketing provides the following preconfigured access groups:
- Marketing Administrators
- Marketing Managers
- Marketing Users
Table 5 lists the functionality available to each access group.
Table 5. Functionality Available to Each Access Group
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Analytics Data Load (Activate and Deactivate) |
Yes |
No |
No |
Generate Output List |
Yes |
Yes |
Yes |
Generate Source Code |
Yes |
Yes |
No |
Launch Campaign |
Yes |
Yes |
Yes |
Launch Wave |
Yes |
Yes |
Yes |
Load Campaign |
Yes |
Yes |
Yes |
Load History Applet, Delete Record |
Yes |
No |
No |
Purge Load |
Yes |
No |
No |
Run Assignment Manager |
Yes |
No |
No |
Save As Template |
Yes |
Yes |
No |
Suspend Wave |
Yes |
Yes |
Yes |
System Task List Applet, Delete Record |
Yes |
No |
No |
Test Offer |
Yes |
Yes |
Yes |
To modify the Marketing access privileges for an applet
- Log in to Siebel Tools.
- In the Object Explorer, select Applets.
- Select the applet, such as Campaign Execution Status List Applet, for which you need to modify access.
- In the Applet User Properties, in the Marketing Access Group user property, add or delete access groups. Use the following syntax for each user property entry:
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|
Marketing Access Group n |
"method name", "access group 1", "access group 2", and so on |
NOTE: N is an integer such as 0, 1, 2, and so on, for each method to be restricted.
For example, the Campaign Execution Status List Applet has the user properties shown in the following table in the standard repository.
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|
Marketing Access Group 0 |
"PromptPurgeLoad", "Marketing Administrators" |
Marketing Access Group 1 |
"PromptSuspendWave", "Marketing Administrators", "Marketing Managers" |
Marketing Access Group 2 |
"PromptLaunchWave", "Marketing Administrators", "Marketing Managers" |
- To add or remove an access group for a specific method, add or remove the access group name from the comma separated list in the user properties.
Creating a New Marketing Access Group
If required, you can create additional access groups for your organization as described in the following procedure. To create a new Marketing access group
- Navigate to the Administration - Groups screen, then the Access Groups view.
- In the Access Groups list, click New.
- In the new record, enter an Access Group name and, from the Type list, select Access Group.
- Review the applets in the application for which you need to enable or disable a button, menu item, or other control that invokes a method.
- For each applet, modify the applet user properties to refer to the new access group.
Assigning Marketing Users to Access Groups
You must perform this setup task to make sure your Marketing users have access to the appropriate functionality. You assign the users to access groups based on the position of each user. For more information about access groups, see Siebel Security Guide. To assign Marketing users to access groups
- Navigate to the Administration - Group screen, then the Access Groups view.
- In the Access Groups list, in the Name field, query for Marketing*.
NOTE: At least two access groups (Marketing Administrators and Marketing Managers) appear.
- In the Access Groups list, select Marketing Administrators.
- In the Party list, add the positions for your administrators.
For example, Siebel Administrator and Marketing Administrator positions.
- In the Access Groups list, select Marketing Managers.
- In the Party list, add the positions for your marketing managers.
For example, Marketing Analysts, Program Managers, and so on.
NOTE: You must add positions as access group members, not User List or Organization.
- Restart the client for this change to be effective.
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