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Siebel eSales Administration Guide > Administrative Tasks > Setting Up Customer Accounts >
Associating Users with Accounts
You associate users with accounts in the My Accounts view under the Accounts screen.
To associate a user with an account
- Click the Accounts tab.
The My Accounts view appears.
- Click the Contact Admin tab below the Accounts list.
You might have to scroll the tab bar to see the Contact Admin tab.
- Add a new record.
The Add Contacts dialog box appears.
- Query for a user or add a new user.
Clicking New adds a new record to the Contact Admin list.
For more information on contact user administration, see Siebel Sales User Guide and Application Administration Guide.
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Siebel eSales Administration Guide Published: 18 April 2003 |