Siebel Energy Guide > Profiles in Siebel Energy >

Creating and Updating a Profile in Siebel Energy (End User)

At each level in the account hierarchy, end users can create one or more account profiles. However, administrators must make sure the application supports the specific type of profiles they want end users to maintain. For example, if the billing application does not support exemption plans, then an exemption profile is not necessary.

Topics in this chapter describe the various profiles you can create using the procedure in this topic and the unique fields required for each.

NOTE:  This topic pertains to all profiles except Address (MSAG) Profiles. For information about working with MSAG profiles, see Creating and Updating an Address Profile in Siebel Energy (End User).

To create or update a profile

1. Navigate to the Accounts screen, then the Accounts List view.
2. Drill down on the name of the account.
3. Click the Profiles view tab.
4. In the link bar of the Profiles view, click a profile type.
5. In the forms or lists that appear for that specific profile, update the information.