Adding New Responsibilities

There are many seeded Responsibilities, but nearly all Siebel CRM customers add their own Views and need a way to expose those Views to their users. The recommended approach is to use a combination of seeded Responsibilities and custom Responsibilities.

• Giving a user a seeded Responsibility will ensure that a user receives new views relevant to their job function as and when Oracle releases new functionality within the product. For example, assume that Oracle Engineering adds a new set of views to the existing sales functionality in Siebel CRM. Oracle Engineering will not just create the views, but will also add them to appropriate existing Responsibilities. Therefore, a customer user with that Responsibility will receive access to the new functionality whenever that new release is deployed without any administrative changes being required.

• Custom Responsibilities will contain all views developed by the customer and any out-of-the-box views that do not come as part of their out-of-the-box Responsibilities.

To prepare for associating users with the correct Responsibilities, perform the following steps:

1. Determine the distinct job classes that will exist in your organization. For example, these might include Field Sales Representative, Sales Manager, Marketing Manager, Call Center Agent, or Call Center Manager.

2. Examine the seeded Responsibilities and determine which are appropriate for each job class.

   In many cases, a manager job class may have the same Responsibility as the subordinates and an additional Responsibility for the additional views required for their management responsibilities.

3. Plan to create an additional Responsibility for each user class. This will contain all custom views for that user class. The following table describes the out-of-the-box responsibilities and custom responsibilities for several user classes.

   User Class	Description	Out-of-the-Box Responsibilities	Custom Responsibilities
   Sales Representative	Individual contributor, works with a specific set of customers to close sales deals	Field Sales Representative	XYZ Field Sales Representative
   Sales Manager	Manages a team of Sales Representatives.	Field Sales Representative Sales Manager	XYZ Field Sales Representative XYZ Sales Manager
   Marketing Manager	Plans and manages marketing campaigns.	Marketing Manager	XYZ Marketing Manager
   Call Center Agent	Answers phone calls from customers requesting service.	Call Center Agent	XYZ Call Center Agent
   Call Center Manager	Manages the call center and its employees	Call Center Agent Call Center Manager	XYZ Call Center Agent XYZ Call Center Manager
   Siebel Administrator	Manages all aspects of the Siebel CRM application.	Siebel Administrator	XYZ Siebel Administrator

   These examples assume your company is XYZ. Use any simple prefix that will allow you to easily determine which are your custom Responsibilities and make them easy to find when querying.

4. Having documented the Responsibilities you plan to use, navigate to Site Map > Administration - Application > Responsibilities to add the custom Responsibilities. Since you have not created any custom views, yet, it is possible that your custom Responsibilities will have no related Views, which is expected. You will associate the Views to these custom responsibilities later as they are developed.