Adding a Responsibility to a Task

The Registered Task Administration view shows whether a user can run, transfer, or delete a task. You must add the responsibility that Siebel CRM assigns to the user to the registered task so that the user can access the task.

The way you administer access control for a task is similar to how you administer access control for a view. For more information, see Siebel Security Guide.

To add a responsibility to a task

1. Log in to the Siebel client.

2. Register the task:

   1. Navigate to the Administration - Application screen, then the Tasks view.

   2. In the Registered Tasks list, click New.

   3. In the Task Name field, select the task that you want to register and then click OK.

      Siebel CRM displays a list that includes deployed tasks.

3. Add a responsibility to the task you registered in the previous step:

   1. Make sure the task you registered is selected in the Registered Tasks list.

   2. In the Responsibilities list, click New.

   3. In the Tasks dialog box, query for the responsibility that must include access to the task and then click OK.

      If you typically log in with administrator privileges, then add the Siebel Administrator responsibility for testing purposes.

   4. In the Responsibilities list, make sure each of the following fields include a check mark:

      • Allow Delete. Allows the user to delete a paused task that Siebel CRM displays in the Universal Inbox.

      • Allow Transfer. Allows the user to transfer a paused task.

      The default value for each of these properties includes a check mark. For more information, see Resuming a Paused Task, and How Task UI Uses the Dashboard and Universal Inbox.

4. In the Registered Tasks list, click Clear Cache.

5. Log out of the Siebel client.