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Setting Up Siebel HelpDesk Responsibilities


Before a user can run Siebel HelpDesk, you must associate the user with the appropriate responsibilities.

Siebel ERM is preconfigured with several responsibilities that are specific to Siebel HelpDesk. Organizations can use these preconfigured responsibilities to set up help desk users. Table 16 describes the preconfigured help desk responsibilities.

The responsibilities can be used as-is during a deployment, or they can be modified to meet the needs of the particular organization. The preconfigured responsibilities can be used as a guide for creating new responsibilities.

The Views and Users subview lists at the bottom of the screen allow you to specify the users assigned to the selected responsibility, and the views that each user can access. You can add or remove views according to your organization's needs, or you can create a new responsibility. For more information on creating and modifying responsibilities, see Security Guide for Siebel eBusiness Applications.

This task is a step in Process of Setting Up Siebel HelpDesk.

Table 16.  Preconfigured Siebel HelpDesk Responsibilities
Responsibility
Comments

HelpDesk Agent

Users with this responsibility can access the Siebel HelpDesk views.

Universal Agent

Users with this responsibility can access the Call Center views.

ERM User, Manager

Users with the ERM Manager or ERM User responsibility can access the Siebel HelpDesk.

To set up Siebel HelpDesk agent responsibilities

  1. From the application-level menu, choose Navigate > Site Map > Administration - Application > Responsibility List.
  2. In the Responsibilities list, query to find the responsibility with which you want to associate an employee.
  3. In the Users subview list, click New, query to find the user you want to add, and then click OK.

    The user is associated with the selected responsibility.

  4. In the Views subview list, click New, query to find the views to which the selected user has been given access, and then click OK.
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