Security Guide for Siebel eBusiness Applications > Access Control > Creating and Administering Roles >

Creating Roles

You should create roles that represent the functional positions of a Siebel user in your business model, such as Sales Representative, Sales Manager, and Compensation Specialist. You can create roles that are appropriate for both employees and partner employees.

To create a role

  1. Log in as an administrator and choose View > Site Map > Group Administration > Roles.
  2. In the Roles list, click the New button, and enter information about the role in the new record.

    3. Field
    Guideline
    Name
    Enter the name of the role.
    Description
    Optionally, enter a description of the task for your own use.
    Organization
    Click the select button and choose all of the organizations where this role will be available. Add partner organizations here only if you want delegated administrators to be able to assign the role to new partner users.
    Activation
    Optionally, enter the date when this role will become available for use.
    Expiration
    Optionally, enter the last date when this role will be available for use.


 Security Guide for Siebel eBusiness Applications 
 Published: 23 June 2003