Modifying Privileges for Marketing Access Groups

Siebel Marketing restricts the use of some buttons in the user interface (and their underlying methods) to those users assigned to Marketing access groups. This makes sure that unauthorized users cannot perform functions that they are not trained to perform. Marketing Access Groups can be used to restrict use of any button or menu item on any applet.

Siebel Marketing provides the following preconfigured access groups:

  • Marketing Administrators

  • Marketing Managers

  • Marketing Users

The following information lists the functionality available to each access group.

Functionality Marketing Administrators Marketing Managers Marketing Users

Analytics Data Load (Activate and Deactivate)

Yes

No

No

Generate Output List

Yes

Yes

Yes

Generate Source Code

Yes

Yes

No

Launch Campaign

Yes

Yes

Yes

Launch Wave

Yes

Yes

Yes

Load Campaign

Yes

Yes

Yes

Load History Applet, Delete Record

Yes

No

No

Purge Load

Yes

No

No

Run Assignment Manager

Yes

No

No

Save As Template

Yes

Yes

No

Suspend Wave

Yes

Yes

Yes

System Task List Applet, Delete Record

Yes

No

No

Test Offer

Yes

Yes

Yes

To modify the Marketing access privileges for an applet

  1. Log in to Siebel Tools.

  2. In the Object Explorer, select Applets.

  3. Select the applet, such as Campaign Execution Status List Applet, for which you need to modify access.

  4. In the Applet User Properties, in the Marketing Access Group user property, add or delete access groups. Use the following syntax for each user property entry:

    Name Value

    Marketing Access Group n

    "method name", "access group 1", "access group 2", and so on

    Note: N is an integer such as 0, 1, 2, and so on, for each method to be restricted.

    For example, the Campaign Execution Status List Applet has the user properties shown in the following table in the standard repository.

    Name Value

    Marketing Access Group 0

    "PromptPurgeLoad", "Marketing Administrators"

    Marketing Access Group 1

    "PromptSuspendWave", "Marketing Administrators", "Marketing Managers"

    Marketing Access Group 2

    "PromptLaunchWave", "Marketing Administrators", "Marketing Managers"

  5. To add or remove an access group for a specific method, add or remove the access group name from the comma separated list in the user properties.