Limiting Access to Views by Disabling Local Access in Routing Model Responsibilities

This topic describes how to limit the views that a routing model responsibility allows. A routing model responsibility is a type of responsibility that includes Routing Model as the suffix in the responsibility name. The Sales Representative Routing Model is an example of a routing model responsibility. If you use this configuration, then is not necessary for you to examine the local access settings for other responsibilities.

Note: Responsibilities and their relationship to Views can be Workspace enabled in your development environment. If they have been Workspace enabled in your development environment and you are working in that environment, then you can only modify them in an editable Workspace. You do not need an editable Workspace to create and edit Responsibilities and their relationship to Views in your Production environment.

To limit access to views by disabling local access in routing model responsibilities

1. Log in to the Siebel Server with administrator privileges.

   For more information, see Logging in to the Siebel Database as an Administrator.

2. Navigate to the Administration - Application screen, and then the Responsibilities list.

3. Locate the responsibilities that contain the routing model suffix. Do the following work:

   1. Click Query.

   2. Enter the following value in the Responsibility field:

      *Routing Model*
      

   3. Press Enter.

   Siebel CRM displays the following routing model responsibilities:

   • Sales Representative Routing Model

   • Sales Manager Routing Model

   • Minimal Data Routing Model

   • Analyst Routing Model

4. In the Views list, add a view to the responsibility that the user must not access.

5. Make sure the Local Access check box does not contain a check mark for the view you added in Step 4.

6. Optional. Repeat Step 4 and Step 5 to limit access to more views.