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Siebel Approval Manager Guide > Configuring Siebel Approval Manager >
Adding Users
Use the Users page to add new users into the SAM application.
Table 6. The following table describes the fields in the Users page.
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Add (plus) button |
Click this button to add a new user. |
Name column |
This column contains the displayed name for the given SAM user. |
Email Address column |
This column lists the email address for the given SAM user. Note that the email address must be unique for each user ID |
Manager column |
This column lists the default approving manager for the given SAM user. The named manager is the approver for requests that are created by the given user when the approver is configured as Approving Manager. |
Roles column |
This column lists the roles that the given SAM user has. You can click the values here to modify the roles of that user. |
Reset Password column |
Click the Reset Password button to reset the password of the corresponding user and send the same user an email notification with a new, random password. |
Delete button |
Click the Delete button to delete the corresponding user from the SAM application |
NOTE: SAM is shipped with one user that uses user name admin and password admin; this user is assigned the role of an administrator. Make sure to change the administrator password upon first login. You must create additional user IDs and passwords for all other users.
To add a new user
- From the SAM Home page, select the Main Menu button.
- Select the Administration option.
- Select the Users option from the Administration drop-down list.
The Users page appears.
- Click the Add button in the Users page.
- Enter the user name and email address.
- Select an approval manager from the Manager drop-down list.
- Tab out of the Manager drop-down list.
The user record is created.
The user and email address that you just added to the SAM system receives a notification email with a new system-generated password. That user can change the password from within the SAM application.
- Add roles to the new user.
- In the Users page, click the role value of the user that you want to add role.
The User Roles dialog box appears.
- In the Available Columns box, select the role that you want to assign to the current user and click the move-right icon.
The selected role is moved to the Selected Columns box.
- Optionally, repeat the previous step to add more roles to the current user.
Alternatively, you can click the Move All button to assign all available roles to the current user.
- Click the OK button.
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