Siebel CRM Siebel Mobile Guide: Connected Siebel Innovation Pack 2017, Rev. A E52426-01 |
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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
Log in to the Siebel application as a user with administrator privileges.
Navigate to the Administration - Application screen, then the Responsibilities view.
Query for and select the appropriate responsibility or user role.
For example, query for the following: PH Pharma Sales Rep - US Sales.
Select the Responsibilities tab, and then do the following:
In the lower Users applet, add users to the responsibility as required.
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 |