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

Associating Users with Roles

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After a user is associated with a role, that user will see the tasks of that role in the home page applet.

You associate employees (or other types of users) with the roles using the User Administration screen.

You can also associate partner employees with roles using the User Administration screen. If you work with multiple employees of a single partner company, use the Partner Administration screen to display all the employees of a partner company.

To associate an employee or user with a role

Log in as an administrator and choose View > Site Map > User Administration > Employees.

You can also use the following views to associate users with roles:

View > Site Map > User Administration > Users
View > Site Map > Partner Administration > Registered Partners > User Assignments
In the Employees list, select the record of the Employee you want to associate with a role.
In the More Info form, click the show more button.
In the More Info form, in the Role field, click the select button.
In the Role dialog box, if the role you want is not already in the Role list, click New and use the Add Roles dialog box to select the role.
In the Role dialog box, select the role you want to associate with the employee, make sure it is selected as the primary role, and click OK.

To associate a partner employee with a role

Navigate to the Partner Administration screen.
From the Show drop-down list, choose Registered Partners.
In the Partners list, select the partner company whose employees you want to associate with roles.
Click the User Assignments view tab.
In the User Assignments list, in the Role field, click the select button.
In the Role dialog box, if the role you want is not already in the Role list, click New and use the Add Roles dialog box to select the role.
In the Role dialog box, select the role you want to associate with the employee, make sure it is selected as the primary role, and click OK.

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