Bookshelf v7.5: Setting Up Default Responsibilities and User Types

Setting Up Default Responsibilities and User Types

Responsibilities control which views are visible to the user. Views, in turn, affect links and tabs. For example, if a user has a responsibility that does not permit access to My Company's Orders, no link will appear in the My Account view that allows access to that view. If no views within a business object are visible, the screen tab that maps to that business object will not be visible.

The responsibilities predefined for Siebel eSales are the following:

Web Anonymous User. Used to grant view visibility to anonymous users. Allows the user to access views that do not have the Requires_Explicit_Login flag set to TRUE.

Web Registered User. End user of the application in a business-to-consumer model.

Web Corporate User. End user of the application in a business-to-business model. Also acts as the base responsibility for Web Purchasing Manager and Web Delegated Customer Administrator.

Web Corporate Users are associated with an account and must be authorized by the Web Delegated Customer Administrator to access the site. A Siebel Administrator can also add new Web Corporate Users.

Web Purchasing Manager. Power user in the buying organization. Web Purchasing Managers have the ability to approve or reject orders placed by Web Corporate Users. They also have the ability to view all company quotes and orders, as well as to create, edit, and delete addresses in the corporate address book.

This responsibility only has views for access to company orders and quotes and company address book. Web Purchasing Managers must also have Web Corporate User responsibility to access Siebel eSales or Siebel eCustomer.

Web Delegated Customer Administrator. Power user in the buying organization. Web Delegated Customer Administrators have the ability to add and remove Web Corporate Users, Web Purchasing Managers, and other Web Delegated Customer Administrators within your organization.

This responsibility only has views for access to user administration. Web Delegated Customer Administrators must also have Web Corporate User responsibility to access Siebel eSales or Siebel eCustomer. For purchase order approval and corporate address book privileges, they must also be given Web Purchasing Manager responsibility.

Web Purchasing Managers and Web Delegated Customer Administrators must have at least two responsibilities to see all of the views that they need, as described above in this section. In Siebel eSales, workflow logic and other application logic can depend on the job role of the user, so where a user has more than one responsibility, a separate field called User Type must be set at the same time as the responsibilities. Workflows and other application logic use this field for decision making in place of a responsibility. The user type should be set for the highest level of view access needed for each job role, according to Table 2.

Table 2. Responsibilities and User Type
Job Role	Responsibilities	User Type
Web Anonymous User	Web Anonymous User	None
Web Registered User	Web Registered User	Web Registered User
Web Corporate User	Web Corporate User	Web Corporate User
Web Purchasing Manager	Web Corporate User Web Purchasing Manager	Web Purchasing Manager
Web Delegated Customer Administrator	Web Corporate User Web Delegated Customer Administrator	Web Delegated Customer Administrator

NOTE: If you want to add a new responsibility that will be visible to Web Delegated Customer Administrators, you must set the Web Access field to Yes in the Responsibilities view of the Applications Administration screen. For more information about the Web Access feature, see Siebel eService Administration Guide.

For information on setting up responsibilities, see Security Guide for Siebel eBusiness Applications.