Siebel eSales Administration Guide > Administrative Tasks > Setting Up Customer Accounts >

Associating Users with Accounts

You associate users with accounts in the My Accounts view under the Accounts screen.

To associate a user with an account

  1. Click the Accounts tab.
  2. The My Accounts view appears.

  3. Click the Contact Admin tab below the Accounts list.
  4. You might have to scroll the tab bar to see the Contact Admin tab.

  5. Add a new record.
  6. The Add Contacts dialog box appears.

  7. Query for a user or add a new user.
  8. Clicking New adds a new record to the Contact Admin list.

For more information on contact user administration, see Siebel Sales User Guide and Application Administration Guide.

 Siebel eSales Administration Guide 
 Published: 18 April 2003