Configuring Siebel Business Applications > Configuring Views, Screens, and Applications > Process of Creating a View >

Registering and Associating a View with a Responsibility

This task is a step in Process of Creating a View.

Registering a view adds a new record for the view in the Siebel database and associates a responsibility with the view. The user who is assigned that responsibility can access the new view the next time the user logs in to Siebel CRM. In a development environment, a developer typically registers the view. In a production environment, the administrator typically registers the view.

NOTE:  If you define a view but do not provide the user access to the view, then Siebel CRM does not display the view in the Siebel client for that user.

To register and associate a view with a responsibility

  1. In the Siebel client, navigate to the Administration - Application screen, Views view.
  2. In the View Name field, choose the down arrow.
  3. In the View list, choose the name of the view, and then click OK.
  4. Navigate to the Administration - Application screen, Responsibilities view.
  5. Choose the responsibility that you must associate to the view.

    NOTE:  You cannot modify the SADMIN responsibility that is provided as seed data with Siebel CRM.

  6. In the Views list, enter a new record for the view.
  7. Depending on the nature of the new view and the users who access it, you might need to do the following:
    1. Add new responsibilities.
    2. Add employees to the new responsibilities.
    3. Make views read-only for a given responsibility.

      The read-only feature allows you to use the Siebel client to define a read-only view instead of creating objects in the Siebel repository.

      For more information about responsibilities and employees, see Siebel Security Guide.

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