Record-Level Access Control

Record-level access control assigns permissions to individual data items within an application. This access level allows you to configure a Siebel application so that only authenticated users who need to view particular data records can 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 within that position, organization, or access group can view that record.

Adhere to the following general guidelines when authorizing access to views and records:

• Grant privileges to positions and responsibilities rather than to individual named users, and grant necessary privileges only.

• Limit access to the user profiles and position lists.

  For additional information, see Implementing Personal Visibility for the User Profile View.

• Lock accounts after invalid login attempts.

For additional information on view and data access control, see Configuring Access Control.