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

Associating Tasks with a Role

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After creating a role, enter the tasks commonly performed by employees who have that role, which you want to appear in the task list on the home page for these employees.

For each task, enter a caption and select an image file. These will be displayed as a hyperlink in the task list. Enter a description, which will also be displayed in the task list, underneath the caption.

In addition, for each task, specify the view where the task is performed. When the user clicks on the hyperlink for this task on the home page, this view will appear.

To associate tasks with a role

Log in as an administrator and choose View > Site Map > Group Administration > Roles.
In the Roles list, select the role you want to associate tasks with.
Click the Tasks view tab.
In the Tasks list, add a new record for each task associated with this role, and enter information about each task in the new records.

Field	Guideline
Name	Enter the name of the task.
Caption	Enter a caption for the task that will be displayed as a hyperlink in the task list.
Description	Enter a description of the task that will be displayed under the caption in the task list.
Destination View	Click the select button and choose the view that will appear when the user clicks the hyperlink for this task.
Sequence	Optionally, specify the order in which this task will be displayed in the task list for this role on the home page. If this field is left blank, tasks will be displayed in the order that you list them here.
Image	Select the graphic image that will be displayed as a hyperlink to the left of this task in the task list.
Group	This field is be used if search specifications are applied to filter the tasks that will be displayed in the task applet, if multiple task applets are associated with the role.

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