Adding Access Exceptions

End users can add access exceptions for literature using the Access Exceptions screen.

To add an access exception

1. Navigate to the Access Exceptions screen, and then the Access Exceptions list view.

2. In the Access Exceptions list, add a record, and complete the fields that correspond to the type of access exception you want to record. These fields are described in the following table.

   Field	Comments
   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.