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Security Guide for Siebel eBusiness Applications > Access Control >

Creating and Administering Roles

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Siebel applications administrators can create roles to enhance the usability of Siebel applications by tailoring the product to groups of users. Administrators use views in the Group Administration screen to create and administer roles.

NOTE:  Do not confuse roles defined in the Siebel application interface with roles defined by an LDAP or ADS directory attribute. Roles in LDAP or ADS directories are collections of responsibilities that strictly enforce access to views and data records within Siebel applications. For information about roles defined in LDAP or ADS directories, see Roles.

When you create roles and assign users to these roles:

Users have a task list for their role on their home page, with hyperlinks that take them directly to the views they use most frequently.
Administrators can base personalization on role. For example, they can hide applets or display messages in salutation applet based on role.
Roles can be used instead of responsibilities defining default tab layouts, and users only see the screen tabs and view tabs for their primary role.

NOTE:  Tab layouts are primarily managed through responsibilities, as described in Managing Tab Layouts Through Responsibilities. To manage them through roles instead, set the parameter EnableRoleTabLayout to TRUE in the [SWE] section of your application configuration file, such as siebel.cfg. Setting the parameter as described renders the view Responsibility Detail - Tab Layout View ineffective. Customers can optionally disable this view.

To define a role in the application interface, you might create a role named Sales Representative. You would associate it with a list of tasks that sales representatives commonly perform, such as a task named View and Update Opportunities. Then you can associate users with the role of Sales Representative.

The home page for these users would include an applet with the title Tasks, which would have hyperlinks that take them directly to the views they use to perform these tasks. For example, in the Sales Representatives Tasks list of the home page, they could click View and Update Opportunities to go directly to the view they use to add an opportunity.

The home page can also be configured to display a salutation with an operational message based on the role, an analytics report specified for the role, and alerts targeted to specific roles. Use the Personalization Administration screen to personalize the home page based on the user's primary or non-primary roles.

To use roles, you must:

Create roles
Associate tasks with each role
Assign users to roles in one of two ways:
Associate employees with roles in the User Administration, Employee Administration, or Partner Administration view.
Make roles available to partner companies, so delegated administrators can associate partner employees with roles. For more information, see Siebel Partner Relationship Management Administration Guide.

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