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Siebel Interactive Selling Applications Upgrade Guide > Upgrading to eSales Version 7 > Upgrade Tasks >

Upgrading Employee Login Names and Proxy Employees to Responsibilities and User Types

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As part of the standard Siebel upgrade, the upgrade scripts will run automatically to upgrade user types and responsibilities.

NOTE:  The Web Purchasing Manager and Web Delegated Customer Administrator responsibilities are based on the Web Corporate User responsibility. Users with Web Purchasing Manager or Web Delegated Customer Administrator responsibility also need to have Web Corporate User responsibility to have access to views in eSales.

Contacts with a proxy employee that had a Delegated Customer Administrator responsibility in eSales version 6 take the Web Delegated Customer Administrator, Web Purchasing Manager, and Web Corporate User responsibilities, and the Web Delegated Customer Administrator user type in eSales version 7.

If a contact with Registered Customer responsibility in eSales version 6 is associated with an account, then it takes the Web Corporate User responsibility and user type in eSales version 7. If the contact is not associated with an account, then the contact takes the Web Registered User responsibility and user type in eSales version 7.

NOTE:  If you want to change the user type display names, do so before deploying the Siebel 7 application. See Communicating Siebel 7 Enhancements to Users.

See New User Types and Responsibilities for follow-up activities.

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