Limit Access to Views by Changing Responsibilities

By default, all mobile application views are downloaded to client devices and available to users in offline mode. To limit the views that the Siebel Mobile disconnected application displays for a user responsibility, you can disable the views by responsibility.

  1. Identify the views that users don't need in offline mode.

  2. Sign in to the Siebel application as a user with administrator privileges.

  3. Navigate to the Administration - Application screen, then the Responsibilities view.

  4. Search for and select the appropriate responsibility or user role where you want to limit access.

    For example, query for Service Administrator.

  5. Select the Responsibilities tab, and then do the following:

    1. In the lower Users applet, review and update the list of users assigned to the responsibility as required.

    2. In the lower Views applet, deselect the Local Access checkbox for each view that you don't want to display in offline mode.

      For example, deselect the Local Access checkbox for the following views in the Siebel Mobile application for Siebel Field Service, which aren't required in offline mode:

      SHCE Technician Breaks View - Mobile
      SHCE Technician POU View - Mobile
      SHCE Technician Shifts View - Mobile 
      Note: The Local Access checkbox is selected by default for all views, which means that all mobile application views are downloaded to client devices and available to users in offline mode by default.
  6. Repeat the previous two steps for each additional responsibility that contains views which aren't required in offline mode.

  7. Inform users, as needed, to sign out, and then log back in to the mobile application for the changes to take effect.