Associating an Access Group with a Category

By associating an access group with a category of master data, you grant access to the data in the category to individual users in the access group.

Note: For a category and all of its subcategories to be visible only to the access groups associated with it, the category’s Private flag must be set or the Private flag of the catalog or a category from which the category descends must be set.

To associate an access group with a category

  1. Navigate to the Administration - Catalog screen, then the Catalogs view.

    The Catalogs list appears.

  2. Drill down on a catalog name.

    The Categories list for the catalog appears.

  3. Click the Access Groups view tab.

  4. In the Access Groups list, add a new record.

    A multi-value group appears that lists access groups.

  5. Select an access group, and then click Add.

    The access group appears in the Access Groups list. For more information on creating access groups, see Siebel Security Guide.

You can disassociate an access group from a category similarly. When an access group is disassociated from a category, it is automatically disassociated from all of the category’s descendant categories.