Developing and Deploying Siebel Business Applications > Installing Software, Adding Users, and Creating the Company Structure > Process of Adding Users >

Adding Users to a Siebel Application

This task is a step in Process of Adding Users.

In this topic, you add users to a Siebel application.

To add users to a Siebel application

1. Navigate to the Administration - User screen, and then the Employees view.
2. Add a new record for the CEO:
   1. In the Employees list, click New.
   2. Enter information using values from the following table.

      Last Name	First Name	Job Title	User ID	Responsibility
      Bosch	Patricia	CEO	PBOSCH	NREC CEO

      Siebel CRM automatically adds the Siebel Administrator responsibility. When you add the NREC CEO responsibility, remove the Siebel Administrator responsibility.

      For more information, see About the User Id Field.

   3. To add the position, do the following:
      • In the Position field, click the selection icon.
      • In the Positions Occupied dialog box, in the Find list, choose Position.
      • In the Starting With window, enter Siebel Administrator, and then click Go.
      • In the Available window, make sure the Siebel Administrator position is chosen, click Add, and then click OK.

        Siebel CRM requires that you add a position. You change this position later. For more information, see Creating Positions and Position Skills.

3. Repeat Step 2 for each of the other users listed in NREC Employees and Users.

   Make sure you do the following:

   • For each user, set the Position to Siebel Administrator. For some users, you change this position later. For more information, see Creating Positions and Position Skills.
   • For the sales manager and agent users, make sure you remove the Siebel Administrator responsibility.

About the User Id Field

The value you enter in the User Id field is used to do the following:

• Log in to Siebel Tools
• Identify who checked out a project in Siebel Tools.

If a developer locks a project in Siebel Tools, then Siebel Tools displays the user ID for the account in the Locked By Name property. Make sure the user name clearly identifies the developer. It is recommended that you use a convention for the user name, such as the first initial plus the last name.

The login name must match the database account name for the user. To maintain compatibility across databases, it is recommended that you use all uppercase letters. For example, LCHENG.

NREC Employees and Users

Table 7 lists NREC employees and users.