Record-Level Access Control

Record-level access control assigns permissions to individual data items within an application. This allows Siebel customers to authorize only those authenticated users who need to view particular data records to access that information.

Siebel CRM uses three types of record-level access: position, organization, and access group. When a particular position, organization, or access group is assigned to a data record, only employees who have been assigned that position, organization, or access group can view that record.

• A position represents a place in the organizational structure, much like a job title. Typically, a single employee occupies a position; however, it is possible for multiple employees to share a position. Position access allows you to classify users so that the hierarchy between them can be used for access to data.

  For example, a supervisor would have access to much of the data that a subordinate has access to; the same applies to others who report to the same manager.

• Similarly, an organization, such as a branch of an agency or a division of a company, is a grouping of positions that map to the physical hierarchy of a company. Those employees assigned to a position within a certain organization are granted access to the data that has been assigned to that organization. Visibility to data can be set up to restrict employees from accessing data outside their own organization.

• An access group is a less-structured collection of users or group of users, such as a task force. Groups can be based on some common attribute of users, or created for a specific purpose, pulling together users from across different organizations and granting them access to the same data.