Configuring Visibility
If your business model requires other visibility enhancements beyond these, you can configure visibility using the methods in the following topics:
Configuring Visibility of Pop-Up or Pick Applets in Siebel PRM
Pop-up visibility determines what data is shown when a pop-up pick applet is displayed. For example, when a user associates a contact with an account, or adds a sales representative to the sales team. For more information about configuring visibility of pop-up or pick applets, see Siebel Security Guide.
Allowing Users to Change the Primary on a Visibility Team
Siebel Business Applications use visibility teams to determine what data is displayed in different views. There are both position- and organization-based visibility teams.
For example, the My Opportunity view is position-based; it shows opportunities where the user is on the Sales Team. The All Opportunities view is organization-based; it shows opportunities where the user's organization is on the organization team.
Both position- and organization-based visibility teams have primary members.
On position-based teams, the primary member is the only user who can delete the data. The primary member is also used occasionally in Forecasting and Analytics to determine which organization is credited for certain metrics. On organization-based teams, the primary on the organization team is also important in measuring results on certain metrics.
The developer can either restrict the ability to change the primary team member to the manager of the primary on the position team, or give this ability to all users. By default, for position-based teams, only the primary's manager can change the primary. By default, for organization-based teams, any user can change the primary organization.
To change the default behavior, the developer must add a user property to the business component called MVG Set Primary Restricted, with the following syntax:
Name: MVG Set Primary Restricted: [visibility mvlink name]
Value: TRUE or FALSE