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Security Guide for Siebel eBusiness Applications > User Administration > Adding a User to the Siebel Database >

Adding a New Contact User

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Users who are not employees or partner users do not have positions. These users include, for example, customers who use Siebel eSales or students who use Siebel eTraining. They are called customer or contact users to distinguish them from employee and partner users.

Contacts, such as contacts at a customer account, can exist in the database without having login capability. You create such contacts as Persons in the User Administration screen. The procedure in this section applies to contact users to whom you are providing a login to the Siebel Database.

CAUTION:  You can modify field values for existing contact users, such as in the event of a name change. However, changing the user ID for such a user presents special issues, because this ID may be stored in various types of records, using a field such as CREATOR_LOGIN (where a foreign key to the user record is not used instead). Values for such fields are not automatically updated when the user ID is updated. If you change the user ID, you must manually update such values in other records.

To add a new contact user

Log in as an administrator to a Siebel employee application, and then choose View > Site Map > User Administration > Users.

The All Users list appears.

Click the menu button, and then choose New Record.

As shown below, a new record appears in the All Users list and a corresponding form appears under the More Info view tab.

Complete the fields in the More Info form, and then click Save. Use the following guidelines.

Field	Guideline
Last Name	Required.
First Name	Required.
User ID	Required. The user logs in with this ID.
Password	Optional (required for some authentication implementations). For security adapter authentication, the password is propagated to the user directory. For database authentication, the password is propagated to the database. The user uses this password to log in. This field is not editable if you implement Web SSO authentication. For Web SSO, you maintain the user's login password independently in the external authentication system. For information about user authentication architectures, see User Authentication Overview.
Account	Pick one or more accounts to associate to the user. Specify one as the primary account. For information about the function of the account in delegated administration, see Delegated (External) Administration of Users.
Responsibility	Pick one or more responsibilities which include appropriate views in the customer application, such as Siebel eService, for this user. If the administrator who creates this user has a value in their New Responsibility field, then that responsibility is assigned to this user by default. For information about the New Responsibility field, see New Responsibility Field.
New Responsibility	If the administrator who creates this user has a value in the New Responsibility field, then that responsibility is assigned to this field by default. For information about the New Responsibility field, see New Responsibility Field.
Time Zone	Choose a time zone so that times for events can be expressed in terms of this zone.
User Type	This field serves as a filter so that different applications can query for contact users only applicable to each particular application.
Auction Privilege	This field applies to users of Siebel eAuction only. For information about auction privileges, see Siebel eAuction Guide.
Work Phone # Fax # Home Phone #	The application interprets only the digits the user provides. Any separators are disregarded.

The new user appears in the All Users list.

You can promote an existing contact to a contact user by assigning user credentials and a responsibility to a Person record.

To promote an existing contact to a contact user

Log in as an administrator to a Siebel employee application, and then choose View > Site Map > User Administration > Persons.

The All Persons list appears.

Select the record of the contact to promote.
Enter the user ID, Password, Responsibility, and New Responsibility fields as described in To add a new contact user.

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