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Siebel CRM Siebel Mobile Guide: Connected
Siebel Innovation Pack 2016, Rev. C
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 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 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 Connected 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 Field 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


... and .Mobile