As we have learned in the previous chapter, any person—be it an internal employee, a partner employee, or a customer—who wants to use a Siebel CRM application, must be registered as a user or employee and be associated with at least one responsibility. Data visibility in Siebel CRM is controlled by the access control layer, which takes personal data ownership or the user's current position within an organization into account in order to provide secure access to customer data.
It is therefore mandatory for an administrator to understand how to correctly set up and maintain the organizational information to provide end users with the Siebel application features and data they need to do their daily jobs.
In this chapter, we will discuss how to:
Understand divisions and organizations
Set up and manage the position hierarchy
Set up user and employee accounts