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Setting Up Default Responsibilities and User Types for eSales

Responsibilities control which views are visible to the user. Views, in turn, affect links and tabs. For example, if a user has a responsibility that does not permit access to My Company's Orders, no link appears in the My Account view that gives access to that view. If no views within a business object are visible, the screen tab that maps to that business object is not visible.

The responsibilities predefined for Siebel eSales are the following:

• Web Anonymous User. This responsibility grants view visibility to anonymous users. It lets users access views that do not have the Requires_Explicit_Login flag set to TRUE.
• Web Registered User. The end user of the application in a business-to-consumer model.
• Web Corporate User. The end user of the application in a business-to-business model. This responsibility is also the base responsibility for the Web Purchasing Manager and Web Delegated Customer Administrator.

  Web Corporate Users are associated with an account and must be authorized by the Web Delegated Customer Administrator to access the site. A Siebel Administrator can also add new Web Corporate Users.

• Web Purchasing Manager. This is a power user in the buying organization. Web Purchasing Managers can approve or reject orders placed by Web Corporate Users. They can also view all company quotes and orders, as well as create, edit, and delete addresses in the corporate address book.

  This responsibility has views only for access to company orders and quotes and company address book. Web Purchasing Managers must also have Web Corporate User responsibility to access Siebel eSales or Siebel eCustomer.

• Web Delegated Customer Administrator. This is a power user in the buying organization. Web Delegated Customer Administrators can add and remove Web Corporate Users, Web Purchasing Managers, and other Web Delegated Customer Administrators within your organization.

  This responsibility has views for access to user administration only. Web Delegated Customer Administrators must also have Web Corporate User responsibility to access Siebel eSales or Siebel eCustomer. For purchase order approval and corporate address book privileges, they must also be given Web Purchasing Manager responsibility.

Web Purchasing Managers and Web Delegated Customer Administrators must have at least two responsibilities to see all of the views that they need, as described above. In Siebel eSales, workflow logic and other application logic can depend on the job role of the user, so where a user has more than one responsibility, a separate field called User Type must be set at the same time as the responsibilities. Workflows and other application logic use this field for decision-making in place of a responsibility. Set the user type for the highest level of view access needed for each job role, according to Table 2.

NOTE:  If you want to add a new responsibility that will be visible to Web Delegated Customer Administrators, you must set the Web Access field to Yes in the Responsibilities view of the Applications Administration screen. For more information about the Web Access feature, see Siebel eService Administration Guide.

For information on setting up responsibilities, see Siebel Security Guide.