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Siebel CRM Siebel Mobile Guide: Connected
Siebel Innovation Pack 2014 Rev. A
E52426-01
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Assigning Responsibilities to Siebel Mobile Connected Application Users

This task is a step in "Process of Setting Up Siebel Mobile Connected Applications". A responsibility corresponds to a set of views to which users have access. The following procedure shows you how to assign views to a responsibility and then users to that responsibility.

To assign responsibilities to Siebel Mobile connected application users  

  1. Log in to the Siebel application as a user with administrator privileges.

  2. Navigate to the Administration - Application screen, then the Responsibilities view.

  3. Query for and select the appropriate responsibility or user role.

    For example, query for the following: PH Pharma Sales Rep - US Sales.

  4. Select the Responsibilities tab, and then do the following:

    1. In the lower Users applet, add users to the responsibility as required.

    2. In the lower Views applet, add the appropriate views to the responsibility as required.

Table 3-3 lists the Siebel Mobile application views that are added by default as part of the seed data for Siebel Mobile, so it is not necessary to manually add the views again.

Table 3-3 Siebel Mobile Application Views

Application Default Views

Siebel Mobile application for Siebel Pharma

LS Home Page Call View - Mobile

LS Pharma Call Validation Results View - Mobile

LS Pharma Call Signature Capture View - Mobile

LS Pharma Signature Audit Administration View_PUI

SIS HH Pharma Account Call Attendee View - Mobile

SIS HH Pharma Professional Promotional Items View - Mobile

SIS HH Pharma Professional Samples Dropped View - Mobile

SIS HH Pharma Professional Call Products Detailed View - Mobile

eDetailer Message Plan Preview View - Mobile

eDetailer Presentation View - Mobile

Pharma Call Literature View - Mobile

Pharma Account List View - Mobile

Pharma Account Contact View - Mobile

Pharma Account Calls View - Mobile

Pharma Account Addresses View - Mobile

Pharma Account Affiliations View - Mobile

Pharma Account Relationships View - Mobile

Pharma Account Attachments View - Mobile

Pharma Contact List View - Mobile

Pharma Contact Call View - Mobile

Pharma Contact Address View - Mobile

Pharma Contact Best Contact Times View - Mobile

Pharma Contact State Licenses View - Mobile

Pharma Contact Affiliations View - Mobile

Pharma Contact Relationships View - Mobile

Pharma Contact Attachments View - Mobile

Siebel Mobile application for Siebel Consumer Goods

CG Account Addresses View - Mobile

CG Account Calls Views - Mobile

CG Account Contacts View - Mobile

CG Account List View - Mobile

CG Account Notes View - Mobile

CG Account Orders View - Mobile

CG Account Product Audits View - Mobile

CG Account Products View - Mobile

CG Contact Addresses View - Mobile

CG Contact Best Call Times View - Mobile

CG Contact List View - Mobile

CG Routes Accounts View - Mobile

CG Routes List View - Mobile

CG Call Account Assessment View - Mobile

CG Call Account Notes View - Mobile

CG Call Merchandising Audits View - Mobile

CG Call Orders View - Mobile

CG Call Retail Audit List View - Mobile

CG Outlet Visit Activities List View - Mobile

CG Visit Call Items List View - Mobile

CG Order List View - Mobile

CG Return Order List View - Mobile

Siebel Mobile application for Siebel Sales

SHCE Account List View - Mobile

SHCE Account Contacts View - Mobile

SHCE Account Opportunity View - Mobile

SHCE Account Address View - Mobile

SHCE Account Activities View - Mobile

SHCE Account Team View - Mobile

SHCE Sales Contact List View - Mobile

SHCE Sales Contact Opportunities View - Mobile

SHCE Contact Team View - Mobile

SHCE Contact Address View - Mobile

SHCE Sales Lead List View - Mobile

SHCE Sales Lead Opportunities View - Mobile

SHCE Opportunities List View - Mobile

SHCE Sales Opportunities Contacts View - Mobile

SHCE Sales Opportunities Products View - Mobile

SHCE Sales Opportunities Quotes View - Mobile

SHCE Sales Opportunities Activities View - Mobile

SHCE Sales Opportunities Opportunity Team View - Mobile

SHCE Quote List View - Mobile

SHCE Quote QuoteItem View - Mobile

SHCE Quote Order View - Mobile

SHCE Quote Team View - Mobile

SHCE Sales Orders List View - Mobile

SHCE Sales Order line Item View - Mobile

SHCE Activity List View - Mobile

SHCE Sales Activity Contact Form View - Mobile

SHCE Sales Activity Employee Form View - Mobile

Siebel Mobile application for Siebel Service

SHCE Service Account Assets View - Mobile

SHCE Service Account Contacts View - Mobile

SHCE Service Account Entitlements View - Mobile

SHCE Service Account SRs View - Mobile

SHCE Service Accounts View - Mobile

SHCE Service Activity Assets List View - Mobile

SHCE Service Activity Attachment View - Mobile

SHCE Service Activity Contact Form View - Mobile

SHCE Service Activity FS Expense View - Mobile

SHCE Service Activity FS Instructions List view - Mobile

SHCE Service Activity FS Steps View - Mobile

SHCE Service Activity Home Page View - Mobile

SHCE Service Activity Invoice Signature View - Mobile

SHCE Service Activity SR List View - Mobile

SHCE Service Activity Time View - Mobile

SHCE Service Asset Entitlements View - Mobile

SHCE Service Asset List View - Mobile

SHCE Service Asset Measurement View - Mobile

SHCE Service Asset Reading View - Mobile

SHCE Service Asset Warranty View - Mobile

SHCE Service FS Activity Part Movements View - Mobile

SHCE Service FS Activity Recommended Parts Tools - Mobile

SHCE Service FS Invoice - Auto Invoice View - Mobile

SHCE Service Invoice Line Item Details View - Mobile

SHCE Service Invoice List View - Mobile

SHCE Service Invoice line Item View - Mobile

SHCE Service My Part Browser View - Mobile

SHCE Service Order line Item View - Mobile

SHCE Service Orders List View - Mobile

SHCE Service Part Browser Availability View - Mobile

SHCE Service Part Browser Substitute View - Mobile

SHCE Service SR Activity View - Mobile

SHCE Service SR Invoices View - Mobile

SHCE Service SR Orders View - Mobile

SHCE Service Service Request Invoice Signature View - Mobile

SHCE Service Service Request View - Mobile

SHCE Technician Breaks View - Mobile

SHCE Technician POU View - Mobile

SHCE Technician Shifts View - Mobile

Siebel Mobile application for Siebel Finance

FINS Account List View - Mobile

FINS Account Contacts View - Mobile

FINS Account Opportunity View - Mobile

FINS Account Address View - Mobile

FINS Account Activities View - Mobile

FINS Account Team View - Mobile

FINS Company Financial Accounts View - Mobile

FINS Contact List View - Mobile

FINS Contact Opportunities View - Mobile

FINS Contact Team View - Mobile

FINS Contact Address View - Mobile

FINS Contact Financial Accounts View - Mobile

FINS Contact Notes View - Mobile

FINS Contact Activity View - Mobile

FINS My Application View - Mobile

FINS Application View - Mobile

FINS New Opportunities List View - Mobile

SHCE Opportunities List View - Mobile

SHCE Sales Opportunities Contacts View - Mobile

SHCE Sales Opportunities Products View - Mobile

SHCE Sales Opportunities Quotes View - Mobile

SHCE Sales Opportunities Activities View - Mobile

SHCE Sales Opportunities Opportunity Team View - Mobile

FINS Households List View - Mobile

FINS Household Contact View - Mobile

FINS Household Notes View - Mobile

FINS Household Activity View - Mobile

FINS Household Opportunities View - Mobile

FINS Household Financial Account View - Mobile

FINS Household Address View - Mobile

FINS Financial Accounts List View - Mobile

FINCORP Account Service Request View - Mobile

FINCORP Account Balance History Chart View - Mobile

FINCORP Account Transaction Detail View - Mobile

SHCE Activity List View - Mobile

SHCE Sales Activity Contact Form View - Mobile

SHCE Sales Activity Employee Form View - Mobile

FINS HomePage View - Mobile

FINS New Lead List View - Mobile

Siebel Mobile application for Siebel Finance (continued)

SHCE Part Browser Substitute View - Mobile

SHCE Sales Lead List View - Mobile

SHCE Sales Lead Opportunities View - Mobile

SHCE Service SR List View - Mobile

SHCE Service SR Orders View - Mobile

SHCE Service SR Activity View - Mobile

SHCE Service SR Invoices View - Mobile

UInbox My Inbox Item List View


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