Siebel Finance Guide > Managing Access Exceptions >
Adding Access Exceptions
End users can add access exceptions for literature using the Access Exceptions screen. To add an access exception
- Navigate to the Access Exceptions screen, and then the Access Exceptions list view.
- In the Access Exceptions list, add a record, and complete the fields that correspond to the type of access exception you want to record.
Some fields are described in the following table.
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Access Exception Type |
Types include List and Literature. |
Contact Name |
The contact name for which the exception was made. |
Employee Name |
The employee who created the exception. |
Investor |
The investor for which the exception was made. |
List Name |
The list for which the exception was made. |
Literature Name |
The literature item for which the exception was made. |
NOTE: If your Siebel administrator has set up a workflow, data automatically appears in the appropriate fields.
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