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Siebel Approval Manager Guide > Configuring Siebel Approval Manager >
Adding User Roles and Assigning Users to User Roles
A role is way of grouping one or more responsibilities and assigning them to particular users. Roles are useful for managing large collections of responsibilities. You can assign approver responsibilities and send notification emails to an individual role. You can use the Roles page to add new user roles to the SAM application and assign user IDs to the user roles.
Table 7. The following table describes the fields in the Roles page.
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Add (plus) button |
Click this button to add new user roles. |
Role Name column |
This column lists the display name of the given role. |
# of Members column |
This column lists the number of users that have the given role. You can click the member count link to view the members of each role |
Delete button |
Click the Delete button to delete the corresponding user role from the SAM application |
NOTE: Administrator is the default role in the SAM application and this role cannot be deleted. Only users with the administrator role can access the Administration menu from the Main Menu and perform the administrative tasks. Other roles can be added to the SAM application by the SAM administrators.
To add a new user role
- From the SAM Home page, select the Main Menu button.
- Select the Administration option.
- Select the Roles option from the Administration drop-down list.
The Roles page appears.
- Click the Add button in the Roles page.
- Enter a role name.
- Tab out of the Role Name field.
The new role is listed under the Role Name section. Notice that the newly created role has zero members (users).
To assign a user to a user role
- From the SAM Home page, select the Main Menu button.
- Select the Administration option.
- Select the Roles option from the Administration drop-down list.
The Roles page appears.
- In the # of Members column, click the value of the role for which you want to add users.
The User Roles dialog box appears.
- Select a user from the Select User drop-down list.
- Click the Add button.
- Optionally, repeat Steps 5 and 6 to add more users to the current user role.
- Optionally, click the Remove button to remove any user from the current user role.
- Click the Close (X) button to finish adding or moving users, and return to the Roles page.
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