Siebel CRM Partner Relationship Management Administration Guide Siebel Innovation Pack 2015 E24800-01 |
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The Group Administrator role is associated with the tasks and views used for group administration, which are shown in Table 24-1.
Table 24-1 Tasks and Views Used for Group Administration
Task | View |
---|---|
Administrator Functions |
FINS Health eGroup Admin Enroll View (SCW) |
Initial Enrollment |
FINS Health eGroup Enroll Tasks View (SCW) |
Group Maintenance |
FINS Health eGroup Member Profile View (SCW) |
For the group administrator to access these views:
These tasks and views must be associated with the Group Administrator role.
The employee acting as group administrator must be associated with the Group Administrator role.
The Group Administrator role is available and is associated with the proper tasks and views when you install the product.
You must use the User Administration screen to associate the employee who is group administrator with this role.
Then these tasks are displayed in the My Tasks applet on the group administrator's home page. The group administrator is able to display these views by clicking on the tasks. For more information about associating an employee with a role, see Siebel Security Guide.