Providing Access to Messaging Plans

You can control access to the messaging plan, presentation items, related messages, and detailed messages.

To assign access groups to a messaging plan

1. Navigate to the Messaging Plans screen, then the Messaging Plan List view.

2. In the Messaging Plan list, select a messaging plan and then drill down on the Name field.

3. Click the Access Group tab.

4. In the Categories list, add a new category record and complete the necessary fields.

   You must choose a catalog on the Add Category dialog box that appears, and then click OK.

   The catalog that you choose must contain the users to whom you want to grant access. If you do not see a suitable catalog, then create a new catalog in Siebel CRM, add user lists to that catalog (make sure that appropriate users have been added to the user lists), and then choose that catalog in the Access Group tab. For more information about defining access control using Catalog administration, see Siebel Order Management Guide.

   Some fields are described in the following table.

   Field	Description
   Category Name	The category name associated with the messaging plan, presentation items, related messages, and detailed messages.
   Display Name	The display name for the access group.
   Catalog Name	The catalog name used to control access to the messaging plan, presentation items, related messages, and detailed messages.
   Description	Enter a description for the access group.
   Effective Start Date	Enter the date when the catalog becomes visible to the assigned users.
   Effective End Date	Enter the date when the catalog will no longer be visible to the assigned users.

5. To remove an access group, select the category record and then delete the record.

6. Click Refresh Cache to view the recent changes to your messaging plans.

7. Navigate away from the record to save your changes to it.