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Adding a New Contact User

The procedures in this topic describe how to add a new contact user record to the Siebel database and how to promote a contact to a contact user.

Users who are not employees or partner users do not have positions. These users include, for example, customers who use Siebel Sales or students who use Siebel Training. They are called customer or contact users to distinguish them from employee and partner users.

Contacts, such as contacts at a customer account, can exist in the database without having login capability. You create such contacts as Persons in the Administration - User screen. The procedure in this topic applies to contact users to whom you are providing a login to the Siebel database.

CAUTION:  You can modify field values for existing contact users, such as in the event of a name change. However, changing the user ID for such a user presents special issues, because this ID might be stored in various types of records, using a field such as CREATOR_LOGIN (where a foreign key to the user record is not used instead). Values for such fields are not automatically updated when the user ID is updated. If you change the user ID, then you must manually update such values in other records.

The following procedure describes how to add a new contact user.

To add a new contact user

1. Log in as an administrator to a Siebel employee application, navigate to the Administration - User screen, then the Users view.

   The Users list appears.

2. Add a new record.
3. Complete the following fields, then save the record. Use the indicated guidelines.

   Field	Guideline
   Last Name	Required. Enter any name.
   First Name	Required. Enter any name.
   User ID	Required. Enter a simple contiguous user ID, which must be unique for each user. Typically, the user provides this user ID to log in. Depending on how you configure authentication, the user might or might not log in with this identifier.
   Password	Optional (required for some authentication implementations). Enter a simple contiguous login password. The password must conform to the syntax requirements of your authentication system, but it is not checked for conformity in this form. For LDAP or ADSI security adapter authentication, the password is propagated to the user directory. For database authentication, the password is propagated to the database.
   Account	Pick one or more accounts to associate to the user. Specify one as the primary account. By default, the user sees this account when he or she logs in. For information about the function of the account in delegated administration, see Delegated Administration of Users.
   Responsibility	Pick one or more responsibilities which include appropriate views in the customer application, such as Siebel eService, for this user. If the administrator who creates the contact user has a value in his or her New Responsibility field, then that responsibility is assigned to the new contact user by default.
   New Responsibility	If the administrator who creates this user has a value in the New Responsibility field, then that responsibility is assigned to this field by default. For information about the New Responsibility field, see Modifying the New Responsibility for a User Record.
   Time Zone	Choose a time zone so that times for events can be expressed in terms of this zone.
   User Type	This field serves as a filter so that different applications can query for contact users only applicable to each particular application.
   Work Phone # Home Phone # Fax #	The application interprets only the digits the user provides. Any separators are disregarded.

   The new user appears in the Users list.

Promoting a Contact to a Contact User

You can promote an existing contact to a contact user by assigning user credentials and a responsibility to a Person record (a contact), as described in the following procedure.

To promote an existing contact to a contact user

1. Log in as an administrator to a Siebel employee application.
2. Navigate to the Administration - User screen, then the Persons view.

   The Persons list appears.

3. Select the record of the contact to promote.
4. Enter values for the User ID, Password, Responsibility, and New Responsibility fields.

   For information, see Adding a New Contact User.

Related Topics

About Adding a User to the Siebel Database

Modifying the New Responsibility for a User Record