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

1. Navigate to the Administration - Group screen, then the Access Groups view.

2. In the Access Groups list, in the Name field, query for Marketing*.

   Note: At least two access groups (Marketing Administrators and Marketing Managers) appear.

3. In the Access Groups list, select Marketing Administrators.

4. In the Party list, add the positions for your administrators.

   For example, Siebel Administrator and Marketing Administrator positions.

5. In the Access Groups list, select Marketing Managers.

6. 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.

7. Restart the client for this change to be effective.