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Assigning Siebel Configurator Interfaces to Users

After you have created custom user interfaces for all your users, you must assign each interface to the appropriate users.

This task is a step in Process of Creating a Custom Siebel Configurator User Interface.

You can create a number of Siebel Configurator user interfaces for the same customizable product and assign them to different users. This can be useful for the following reasons:

• You can create a simple user interface for customers buying the product through the Web and an interface that allows quicker data entry for call center agents.
• You can create a user interface with only a small number of options for salespeople doing indicative quoting, who need to select only a limited number of product options to determine price. You can create a user interface with all available options for technical designers, who need to select all product options before submitting the order.
• If you are unsure what browsers a group of users has, you can assign that group of users both a high interactivity and a standard interactivity user interface, and give the high interactivity user interface a lower sequence number. The application will check each user's browser; it will display the high interactivity interface if the browser supports it, and it will display the standard interactivity interface of the browser does not support high interactivity.

Because several user interfaces use the same product model, maintenance is reduced.

You assign a user interface to users by associating it with a responsibility. Users have responsibilities that determine what views they can see. If you set up your application for the first example above, you would have the responsibilities Web Customers and Call Center Agents. For the second example above, you would have the responsibilities Salesperson and Technical Designer. For more information about responsibilities, see Siebel Security Guide.

If you leave the responsibility blank, the user interface is assigned to all users. If you add another option with a specific responsibility to override the blank responsibility for some users, you must make the sequence number for this specific responsibility lower than the sequence number for the blank responsibility.

You can also control the UI option using SetUIOption Method.

To assign a Siebel Configurator user interface to users

1. Navigate to the Administration - Product, then the Product Definitions screen.
2. In the Products list, select and lock the desired customizable product.
3. In the versions list, click the Work Space version.
4. Click the User Interface view tab.
5. Add records to the User Interface list and complete the necessary fields. Some fields are described in the following table.

   Field	Comments
   Option Name	Enter the name of a custom user interface.
   Option Type	Select the type of this user interface, high interactivity or standard interactivity.
   Sequence	Enter the sequence in which this record is checked. When a user clicks Customize, the application checks the records in this list in order of sequence, and it assign the user the first record it finds that is assigned to the user's responsibility and supports the user's browser.
   Responsibility	Enter the responsibility that this user interface is assigned to.